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Charities Services Ngā Rātonga Kaupapa Atawhai
Charities Tag Line - Supporting Charities in New Zealand for Stronger Communities

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Annual Reporting to Charities Services - A guide for Tier 3 charities (.pdf)

Date Published: 22 Nov 2016

2.7 MB

Guide that explains the process for reporting annually to Charities Services for Tier 3 charities, including filing an Annual Return and preparing a Performance Report.

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Annual Reporting to Charities Services - A guide for Tier 4 charities (.pdf)

Date Published: 22 Nov 2016

2.6 MB

Guide that explains the process for reporting annually to Charities Services for Tier 4 charities, including filing an Annual Return and preparing a Performance Report.

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Annual Return Form - Tier 3 Charity (.pdf)

Date Published: 7 Apr 2016

392 KB

Use this form to file an Annual Return for a Tier 3 Charity.

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Annual Return - Tier 4 Charity (.pdf)

Date Published: 7 Apr 2016

374 KB

Use this form to file an Annual Return for a Tier 4 Charity.

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Automated Cash Book for Tiers 3 and 4 (.xlsx)

Date Published: 6 May 2019

522 KB

The Automated Cash Book tool is a Microsoft Excel workbook which will help you track your transactions throughout your financial year and summarise them into the required format for the Statement of Receipts and Payments or the Statement of Cash Flows.

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Charity Law in New Zealand (.pdf)

Date Published: 30 Jun 2013

3.2 MB

Written by Dr Donald Poirier, a senior employee of the Department of Internal Affairs Charities Services, Charity Law in New Zealand provides an up-to-date analysis of charity law in this country.

Charities Services believes this online book will be useful to those in the legal profession as well as the wider charity and not-for-profit sector.

The book is also intended to promote a wider understanding for all New Zealanders of the structure and complexities of charity law.

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Deregistration Form (.pdf)

Date Published: 29 Nov 2016

187 KB

Use this form to deregister your charity if you no longer wish to be a registered charity.

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Governance information for new officers (.pdf)

Date Published: 20 Sep 2019

305 KB

As an officer your biggest is to act in the best interest of your charity, making sure it remains focused on its purpose and the benefit it provides to the public.
This resource is a starting point to help you understand your role as an officer and how you can contribute to governing your charity well.

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Information and guidance

GUIDE: Officer Kit - A resource for certified officers of Registered Charities (.pdf)

Date Published: 1 Jul 2014

5.5 MB

This resource aims to help you understand the responsibilities of being a certified officer of a Registered Charity. It also provides information about Charities Services and the benefits and obligations of being a Registered Charity, answers some common questions, and recommends useful resources.

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Information and guidance

GUIDE: Registration - Is your organistion considering registering as a charity? (.pdf)

Date Published: 30 Jun 2014

11 MB

Deciding to become a Registered Charity creates opportunities and obligations for an organisation. This resource aims to help you understand what these opportunities and obligations are.

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How to complete your performance report and your annual return (.pdf)

Date Published: 20 Sep 2019

1.6 MB

This resource is intended to help Tier 4 charities complete their performance report and submit their annual return. 

As a registered charity you are required to complete your performance report and submit your annual return no later than six months after the end of your financial year. This short, simple guide outlines what you will need to complete your performance report and annual return easily and accurately.

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Information and guidance

Registration information for marae on a Māori reservation (.pdf)

Date Published: 23 Nov 2017

214 KB

Information for marae on a Māori reservation who would like to apply to become a
registered charity.

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Tier 3 Performance Report Template (Excel) (.xlsx)

Date Published: 6 Mar 2019

420 KB

Tier 3 Performance Report optional template in Microsoft Excel format.

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Tier 4 Performance Report Template (Excel) (.xlsx)

Date Published: 6 Mar 2019

331 KB

Tier 4 Performance Report optional template in Microsoft Excel format.

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Tier 4 Performance Report Template (Word) (.docx)

Date Published: 21 Apr 2019

80 KB

Tier 4 Performance Report optional template in Microsoft Word format.

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Top ten tips to protect your charity from fraud (.pdf)

Date Published: 29 Aug 2019

167 KB

Charities, like any organisation or individual, can be the victims of fraud. here are Charities Services' top ten tips to prevent fraud in your charity.

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Information and guidance

Update Details Form (.pdf)

Date Published: 7 Apr 2016

219 KB

Use this form to update details about your charity (name, balance date, address, new officers, officers removed, charity purpose, rules).

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Volunteer information tracking sheet (.xlsx)

Date Published: 20 May 2019

37 KB

On this Excel worksheet you can record volunteer hours, the activity or project they worked on and the date that they worked. This information will help you when it comes to submitting your Annual Return

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Form