CISR19610 | The Scheme: Agent guidance: Agent guidance

From HM Revenue & Customs · Construction Industry Scheme Reform Manual

| CISR19000 | Information guide contents | |—————————————————————————————————–|—————————-|

To view an agent’s details, from the CIS main menu

enter window ‘View Customer’, then
select the ‘Agent Details’ tab in the top menu bar.

For a Customer Level Agent, the following information is provided:

agent’s name
client’s reference number
agent’s address including postcode
agent’s telephone number

Where the agent is scheme specific, in addition to the above, there are further entries to state whether the agent is

Internet enabled. In that event the Internet Agent Reference number will be shown
Only authorised for paper transactions
Authorised to receive scheme output

It is not possible to update any information concerning an agent from the ‘Agent Details’ window. This is because it is a ‘view only’ function. You are also unable to amend any details for a Customer level Agent as this information flows from the SA/COTAX systems, and the details for a Customer Level Agent can only be amended from there.

To update the details for a Scheme Specific Agent, from the CIS main menu

select ‘Update Customer’
this leads to the ‘Designatory Details’ screen
select [Next] at the bottom of the window
then select the [Scheme Agent] button

There is then provision to

change the name and address and contact number of the agent
remove the agent from the record

For Scheme Specific Agents

there is additional functionality. The function ‘Update Customer’ can be used to

convert an Internet only authorisation into fully authorised by Internet on receipt of a letter
end a scheme specific agent
end an agent’s authority after the de-authorisation message is received from the e- channel. The record in this instance is updated automatically.

Using the function View Customer Details enables examination of all of the Construction Industry Schemes that a particular Scheme Specific Agent is acting for. Please remember that if a Scheme Specific Agent’s details change, these will need to be updated for each separate scheme record. There is no facility which enables all records to be automatically updated when just one record has been amended. However, where the agent’s address changes, it should not be necessary to repeatedly type out the entire new postal address on every scheme record. Provided that the correct street number and full postcode of the new address are known, the system should find the complete postal address without any need for the operator to manually type this on to the record in its entirety.