CISR90130 | View Customer and Record Contact: Contractor Agent Details

General

Having followed the steps listed at CISR90020 to gain entry to view a customer record, and then selected View Customer from the CIS Main Menu, the next window visible will be the Registration Details window. You can only access the contractor Agent Details by first entering the Designatory Details window. You should select the Designatory Details button at the bottom left hand corner of the window. From here, select the [Agent Details] tab at the top of the window to proceed.

Authorised Agents

Under CIS there are two types of authorised agent for contractors and subcontractors. They are Customer Level agents and Scheme Specific Agents.

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Customer Level Agents and Scheme Specific Agents

In brief, a Customer Level Agent is an agent that acts for a contractor or subcontractor in connection with their COTAX or SA tax affairs and who then also deals with that customer’s CIS affairs. A Scheme Specific Agent is one that acts only for a contractor in connection with a specific CIS scheme or schemes including verification of subcontractors and submitting monthly returns for that scheme. You should refer to CISR19000for more in-depth information on the two different types of agent and the varying levels of authorisation each holds.

The record being viewed here relates to the contractor’s personal SA or COTAX affairs.

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Agent Details window

Here you will find details relating to a Customer Level Agent.

The following information is provided:

• Agent’s name

• Agent’s address including postcode

• Agent’s telephone number

• Client’s reference number.