Every tab built with construction clients in mind
From verifying subcontractors to submitting the monthly CIS return, this spreadsheet gives you a repeatable process to manage Construction Industry Scheme tasks with clarity and control. Stay compliant, reduce errors, and build trust with clients.
Download now and deliver CIS returns with ease.
CIS returns often come with incomplete records and tight deadlines. This working paper helps you keep everything on track – with subcontractor ledgers, tax deduction tracking, and built-in monthly checks.
Built to make life easier for bookkeepers and accountants working with builders and trades, it gives you peace of mind that your returns are accurate and HMRC-ready.
What our community say
Over 1,400 accountants, bookkeepers, and practice owners have used Rachel & James’ content, templates, and training to increase confidence, improve file quality, and grow their practices.
Here’s what they’re saying:
"Exactly what I needed to feel confident"
“This gave me exactly that, confidence. It reassured me that I’m doing things correctly, while also introducing better ways to evidence and record my work. That alone gave me extra peace of mind, especially if I ever face a HMRC enquiry.”
"Real-world practical support"
“Extremely detailed with so many examples that commonly come up in real scenarios. Provided huge value for me. Once I completed the course, I filed my first limited company accounts within a couple weeks.”
"I now feel confident, supported and in control"
“The structure, the templates, the ongoing support – all incredible. I’ve never felt this positive about the future of my business.”
"Confidence, structure, and a system that works"
“It gave me a more systematic way of thinking and approaching accounts. Highly recommend to anyone launching their own practice.”
"A must-have for any accountant in practice"
“The course helped me go beyond routine processes. I now understand what I’m doing, not just ticking boxes. I’ve got clarity on complex areas and I’m confident applying the standards.”
This product helps you:
- Prepare CIS returns with confidence and consistency
- Train junior staff or VAs to manage the return process
- Avoid errors and improve client recordkeeping
What's included:
- Editable Excel workbook with subcontractor log, deduction tracker and monthly summary
- Monthly return checklist and verification fields
- Bonus PDF with setup guidance and use-case tips
Who it’s for:
- Bookkeepers and accountants with CIS clients
- Firms building processes around construction sector compliance
- Anyone preparing or reviewing monthly CIS returns
About the Author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year & breakout star of the year, Rachel adds value to her audience by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.