Need help claiming your CIS rebate?
Once you have your bank statements, you're ready to get started. Our team will handle the paperwork and deal directly with HMRC on your behalf.
What Bank Statements Do I Need for a CIS Tax Rebate?
To claim your CIS tax rebate, you'll usually need bank statements covering the relevant tax year. These help verify your income and any work-related expenses you've paid.
What Time Period Do I Need?
Provide statements covering:
6 April (last year) to 5 April (this year)
If you're unsure which tax year applies to your claim, our team can help.
Which Bank Accounts Should I Include?
Business Account
If you have a business account, provide statements showing:
- Income from CIS work
- Tax deductions
- Business expenses
Personal Account
If you've used your personal account for work-related income or expenses, include these statements as well.
What Should the Statements Show?
Your bank statements should clearly display:
- Income received
- CIS payments
- Work-related expenses
- Dates of transactions
Don't worry if there are personal transactions on the statements—we only use the information needed to process your rebate.
Ready to Claim?
If you already have your bank statements, you've got one of the key documents needed for your CIS rebate.
Why choose Tik Tax?
✔ No upfront fees
✔ We deal directly with HMRC
✔ Simple online process
✔ Fast, hassle-free service
You'll Also Need
To speed up your claim, it's helpful to have:
- Your CIS statements
- Receipts for any allowable expenses
- Your UTR (if available)
Top Tips
- Keep your statements in date order.
- Make sure all pages are included.
- If possible, download PDF copies rather than screenshots.
- There's no need to highlight transactions—our team will review everything for you.
Frequently Asked Questions
Can I use online bank statements?
Yes. Downloaded PDF statements from your online banking are accepted.
What if I'm missing a bank statement?
Get in touch with us. We can advise you on the best way to obtain any missing statements before submitting your claim.
Do I need statements from every account?
Only accounts that received CIS income or were used to pay work-related expenses are normally required.
Can I start my claim before I have everything?
Yes. You can begin your rebate, and we'll let you know if any additional documents are needed.