Does anyone know which reports I can run to complete the Levy Return or is there a specific report which has all of the answers? I have looked but am struggling to find anything.
Thanks
Hey SharoneM,
Thanks for using Sage City .
I've found the following guidance from CITB which explains what information you'll need to gather in order to complete their returns: https://www.citb.co.uk/media/oexe3ezr/b07450003_citb_levy-return-2022_english-guidance-notes_digital_v8.pdf
Based on this document, it looks like you'll need information from both Accounting (for CIS), and Payroll. So I'm afraid there would not be a one-for-all report for the CITB Levy Return at this time. I'd recommend you submit a request over at: The Ideas Hub to have the developers look into adding one for you
I hope this is useful. Have a great day!
Regards,
Anth
Sage UKI
Thank you
*Community Hub is the new name for Sage City