Software for accountants and individuals
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Third party integration
This document provides an overview of linking Forbes CIS products to give seamless interaction between the HMRC and third party ERP or database systems.
There four most common ways our packages interchange data are :-
csv
xml
com
odbc
The first two, being basically structured text files are the simplest.
They also have the advantage of being easy to inspect.
Whenever there are packages from two different vendors interacting, being able to see exactly what is changing hands is useful during development.
The forbes programs can be executed from the command line to provide transparaent transmission.
Using com and/or odbc is more complex and is justifiable only when there will be a large number of transactions.
Inbound we need the contractor details, subcontractor details and monthly returns payment details for the CISMR.
This could be in one composite file or 2 or 3 separate files.
For verification and match we will need to return the tax treatment and verification numbers etc.
Normally this would be one file, csv or xml.
The data needed :-
Contractor
Subcontractor
| Type |
e.g. sole trader, partnership etc |
| ForeName |
| Surname |
| Trading Name |
| Works Ref |
| UTR |
| CRN |
only for ltd cos |
| NINO |
| Partnership Name and UTR |
only for partnerships |
| Address |
4 lines + postcode + country |
| Telephone |
optional |
Monthly Returns
| period |
| Deductions rate |
| Verification Number |
| Total Payments |
| Materials |
| CIS Deductions |
Verification Response
| utr |
| wksref |
| name or trading name |
| verification number |
| tax treatment |
| matched or unmatched |
Pricing
Integration and customisation work is charged at £ 1250 + VAT per day.
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