pryme Docs – Setup and configuration

Cis-Rct: Assisted setup

Mon, 01 Jan 0001 00:00:00 +0000

Assisted setup

The Assisted Setup wizard will guide you througt the initial configuration of Pryme CIS/RCT. It will help you to set up tax rates, posting groups, and general ledger g/l accounts. It helps you to ensure that key tax-related settings are correctly configured, enabling companies to comply with regulations and automate the withholding tax process. In addition, it offers you the option to configure online submission to HMRC, providing a complete solution for managing CIS/RCT tax requirements.

Choose the 🔍 icon and enter Assisted Setup.
Choose Set up CIS/RCT and complete the steps.

After the assisted setup is run, you need to do some additional setup:

Choose the 🔍 icon, enter CIS/RCT Setup, choose the related link.
Set up the HMRC Data.
Set up the CIS/RCT Tax periods.
Configure your vendors.
Set up CIS/RCT product posting group for items, resources, fixed asset, and g/l accounts.

Tip

You can use the CIS/RCT Setup guide only if you have created a My Company and haven’t posted transactions for CIS/RCT or set up CIS/RCT posting groups on vendors, items, resources, fixed assets, or g/l accounts.

Cis-Rct: CIS setup page

Mon, 01 Jan 0001 00:00:00 +0000

General

The general CIS/RCT information. Hover over a field to read a short description. Two fields are important when you create the retention periods.

Starting date - specifies the date from which retension tax should be in effect ant the first tax retention period will be based on this field.
Period No Series - Must be added to be able to create the tax periods.

Posting

When you select Tax Treatment Status on the Vendor card, these CIS Business posting groups apply: • Higher Rate – For vendors is subject to the higher deduction rate. • Standard Rate –For vendors with the standard deduction rate. • No Deduction – For vendors where no tax deduction applies.

HMRC data

In the HMRC Data fast tab you enter the data you should provide as a contractor.

Required fields:

Field	Description
Accounts Office Reference No.	This is 13 characters, like 123PX00123456 or 123PX0012345X. It will be on letters from HMRC about PAYE and when you registered as an employer.
Contractor UTR	This is 10 characters, like 1234567890. It might just be called ‘tax reference’. You can find your UTR number: in your Personal Tax Account, in the HMRC app, on previous tax returns and other documents from HMRC (for example, notices to file a return or payment reminders).
Tax Office Number	This is 3 characters, like 123. It is the first three digits of the Employer PAYE reference. If your Employer PAYE reference is 123/AB456 the Tax Office number is 123.
Tax Office Reference	This is 5 characters, like AB456. It is the last five digits of the Employer PAYE reference. If your Employer PAYE reference is 123/AB456 the Tax Office reference is AB456.
Sender ID	The user ID for the account used to log in to the HMRC online services.
Password Value	The password for the account used to log in to the HMRC online services.

Field Format Definition

Use the Field Formats feature (found under the Related action group) to define and validate the structure of input fields required for CIS submissions. This helps ensure compliance with field requirements and prevents submission errors.

Each format is defined in the FormatStr field using symbolic characters and optional length rules.

Supported Symbols

Symbol	Meaning	Example
#	A digit (0–9)	123
@	A letter (A–Z, case-insensitive)	ABC
?	Any alphanumeric character	A1, B7

Additional characters such as /, -, or space can be used as fixed separators and must match exactly in the input.

Fixed-Length Format

Each symbol corresponds to one required character. The input must match the pattern exactly in length and character type.

Examples:

### → Exactly 3 digits
@@@ → Exactly 3 letters
?? → Exactly 2 alphanumeric characters
###/@@@ → 3 digits, slash, 3 letters (e.g., 123/ABC)

Variable-Length Format

To support variable lengths, add a range using curly braces {min,max} after a single symbol. This allows variation in the number of characters.

Examples:

#{5,8} → 5 to 8 digits
@{2,3} → 2 to 3 letters
?{1,10} → 1 to 10 alphanumeric characters

Tip

You can only use one symbol type within a {min,max} range. Mixed symbol blocks like @#{2,5} are not supported.

Current Limitations

Mixed type ranges @#{2,5} are not supported
Concatenated variable blocks (e.g., @{2,3}-#{3,4}) are not supported
Use fixed-length formats for strict pattern validation
Use variable-length formats for more flexible input

Validation is applied automatically to the linked input fields, helping enforce data accuracy in CIS submissions.

Posting groups

Posting setup

The posting setup for all combination of what you buy and from whom, and the retention % for each combination. The combinations are contained of various CIS/RCT Business and CIS/RCT Product Posting Groups. They are crucial for accurate financial management, ensuring that deductions and settlements are appropriately recorded in the General Ledger.

Note

The field Exempt should only be selected if no retention tax is applied. No entries will be created, and the lines on this combination will be excluded from all reporting. Use with caution.

Buisness posting groups

The code you select on the Vendor card for the use of retention tax, and for identifying each retention entry in the CIS/RCT Entries.

Product posting groups

The codes for CIS/RCT to be selected on item card, G/L account, resource, fixed asset card and directly on the purchase lines, for identifying each retention entry.

Reporting

Return periods

The Return periods work similarly to VAT periods. They define a structured timeline for calculating and managing retention taxes and are required for processing CIS/RCT postings. Tax periods are generated based on:

Starting Date
Period No. Series
Period Calculation Type

Tax periods usually follow the accounting periods, but they may have different start dates. When you create a new fiscal year, Return periods will automatically be created. If you forget to create the tax periods, the system generates the period automatically.

Note!

If the Return periods are incorrect, you can delete them — even if transactions exist — as long as the period is not closed. When they are deleted it is possible to create them again.

Cis-Rct: Setup and verify Subcontractor

Mon, 01 Jan 0001 00:00:00 +0000

After completing the setup, you must configure and verify the subcontractors (vendors).

Configure subcontractors

Before using a subcontractor with tax retention you must configure and assign the appropriate CIS/RCT Business Posting Group on the subcontractor.

Choose the 🔎 icon, enter Vendors and select the related link.
In the vendor list, select the vendor you want to configure
Under Retention Tax fasttab, enable the Use CIS/RCT.
Select the Tax Treatement Status and the CIS/RCT Business Posting Group

Verify subcontractor online

The Subcontractor Verification feature allows users to request and retrieve essential data about subcontractors directly from the HMRC portal. This functionality ensures that the information used for Construction Industry Scheme (CIS) reporting is up-to-date, accurate, and aligns with HMRC guidelines.

For a comprehensive understanding of subcontractor verification within the CIS scheme, refer to the official HMRC documentation: CIS340 - Subcontractor Verification.

To be ably to do the online verification with HMRC, you need to have the following setup in the Retention tax setup

Tax Scheme = CIS
Retention Tax Submit = HMRC

Choose the 🔎 icon, enter Vendors and select the related link.
Select the vendor you want to verify.
Under Action -> CIS, choose the Verify Subcontractor.

The application communicates with the HMRC portal using secure authentication protocols to request relevant subcontractor data. This data includes key details such as verification status, tax treatment, and compliance information.

Upon receiving the HMRC response, the application provides a verification outcome. Users can view the Tax Treatment Status, Verification Reference No. and Verification Date of the subcontractor, ensuring that the information aligns with the latest records on the HMRC portal.

Verify subcontractor manually

Choose the 🔎 icon, enter Vendors and select the related link.
Select the vendor you want to verify.
On the Retention tax tab, change the Verification Method to Manual, and fill in the Last CIS Verification Date.

Tip

A contractor does not have to verify a subcontractor if they last included that subcontractor on a return in the current or two previous tax years. If you are paying a subcontractor in the tax year that runs from 6 April 2023 to 5 April 2024, you do not have to verify them if you have already included them on any monthly return since 6 April 2021.

Cis-Rct: Setup items, resources, g/l account, fixed assets

Mon, 01 Jan 0001 00:00:00 +0000

You must assign a CIS/RCT Product Posting Group to any:

item
resource
g/l accoun
fixed asset

that is used in purchase transactions with subcontractors subject to tax retention. This group is automatically applied to purchase lines.

Set up CIS/RCT product posting group

Choose the 🔍 Search icon, enter one of the following, and select the related link:\
- Items
- Resources
- Fixed Assets
- Chart of Accounts
Under posting/invoice details, select the CIS/RCT Product Posting Group.

If you use the same General Ledger (G/L) account for different types of services, you can leave the CIS/RCT Product Posting Group field blank and manually select the appropriate group on each invoice line.

Note! In the CIS/RCT Posting Setup, you must create a configuration for each CIS/RCT Business Posting Group where the CIS/RCT Product Posting Group is left blank. In these configurations, don’t assign any G/L accounts. This setup allows you to manually choose the correct CIS/RCT Product Posting Group when entering invoice lines. However, if you forget to select a posting group, the system will prevent you from posting the purchase invoice due to missing G/L accounts.

Cis-Rct: Optional setup

Mon, 01 Jan 0001 00:00:00 +0000

Permissions

To ensure efficient usage and access control, there are four permission sets in Pryme CIS:

CIS/RCT View
CIS/RCT Post
CIS/RCT Setup
CIS/RCT Super

pryme Docs – Setup and configuration

Cis-Rct: Assisted setup

Assisted setup

Tip

Cis-Rct: CIS setup page

General

Posting

HMRC data

Field Format Definition

Fixed-Length Format

Variable-Length Format

Tip

Current Limitations

Posting groups

Posting setup

Note

Buisness posting groups

Product posting groups

Categories

Reporting

Return periods

Note!

Cis-Rct: Setup and verify Subcontractor

Configure subcontractors

Verify subcontractor online

Verify subcontractor manually

Tip

Cis-Rct: Setup items, resources, g/l account, fixed assets

Set up CIS/RCT product posting group

Cis-Rct: Optional setup

Permissions