As an Agent, Clear Books provides options to both submit VAT returns and verify subcontractors on behalf of your clients using your own agent credentials.


You can add your Agent credentials to your Partner account. You can then enable a feature on each client account that will allow you to submit CIS returns and automatically verify subcontractors using these credentials.

Step 1.


Login to your Partner account and navigate to Settings > Organisation > Details & Tax.


Step 2.


Click on the Tax tab and fill in the HMRC sender ID and password (the credentials you use to login to your agent services account).


HMRC Agent Services


Step 3.


Next, login to a client account that you would like to either submit CIS returns or verify subcontractors.


Step 4.


Head to the Settings > Configure System > Toggle features menu and click on the Accounting tab and enable the Set accountant as Agent option.


Verifying subcontractors


Once you have completed the steps above you will be able to automatically verify subcontractors on the Tax > CIS > Verification menu. 


Tick the checkbox next to the appropriate subcontractor's name under the Verify column and hit the Verify Selected button.


Submitting a CIS return as an Agent


Once you have completed the steps above, your agent credentials will also be used when submitting a CIS return. You can create a CIS return on the Tax > CIS > Returns menu.


How to create a CIS return


Once the return is locked and saved, click on the Submit to HMRC button to complete.




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