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).
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.
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.
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.