Subcontractors

Use the Subcontractors command to maintain the name and tax details of subcontractors that are used to work on jobs and contracts. Each subcontractor record is identified by a reference. This must be an individual already defined using the People Profiles command in the System application and for which the Subcontractor option is selected. You can define a search name for the subcontractor if you want an alternative to the reference. This defaults to the individual's name as stored on the People form in the System application.

Subcontractor Entries

Box	Description
Reference	A reference that identifies the subcontractor on the people profiles table. These are defined using the People Profiles command on the Maintenance menu of the System application. The record must also have the Subcontractor option selected on the People form.
Search	An alternative search name for the record. You can use this to retrieve the subcontractor record in the Costing application instead of the reference.
Name and Address	These details are displayed from the people profile record and cannot be amended here.
Tax Reference	The tax reference for the subcontractor, if applicable.
Tax Rate	The rate of tax deductible for the contractor, if applicable.
Certification Code	If the subcontractor has one of the following certificates; click to select from the list: CIS4(T), CIS4(P), CIS5, CIS5(Partner and CIS6.
Registration/Certification Number	The registration/certification number that applies when a certification code has been specified.
National Ins. Number or Company Reg. Number	The national insurance number for the subcontractor when a certification code has been specified except in the case of a CI55 or CIS5(Partner) certificate, in which case you enter the company registration number instead.
Start Date	If a CIS5, CIS5(Partner) or CIS6 certificate has been specified, the start date of the certificate. If either a CIS4(P) or CIS4(T) certificate has been specified, no start date applies.
Expiry Date	The date on which the subcontractor's contract ended or, if a certificate has been specified, the expiry date of the certificate. If a CIS4(P) certificate has been specified, no expiry date applies.