Tier 3 Annual Reporting guide, template, standard and guidance notes

View and download Tier 3 resources.

Annual Reporting Guide for Tier 3 Charities

This guide takes you through the steps required to report annually to Charities Services, including confirming your charity's tier, preparing your charity's Performance Report and filing the Annual Return. It is a practical step-by-step guide to be used in conjunction with the template (also included).

Click here to view and download the Tier 3 Annual Reporting Guide (external link)


Tier 3 template

The template conforms to the Standard and completing the template properly will achieve compliance with this Standard. The use of the template  is optional.

The template comes in three different formats. There are two formats for Excel workbook templates, XLSX (newer file format) and XLS, and a PDF version for those who would like a printable version. A tutorial is available to help you use the Excel template.

Download the template XLSX [XLSX, 406 KB]

Download the template XLS [XLS, 651 KB]

Download the template PDF [PDF, 190 KB]

Get adobe reader (external link)


The Standard

The Standard sets out the requirements for the preparation of a simple format report, called a Performance Report, for Tier 3 charities. It includes a glossary to assist with the understanding of the Standard.

Download the Standard (external link)


Guidance notes

These guidance notes to the optional template are written in plain language to assist in the application of the Tier 3 Standard. The Standard is the definitive source of requirements. Throughout these guidance notes there are references back to the Standard. The use of the guidance notes is optional.

Download the guidance notes [PDF, 3.1 MB]
(external link)