Tier 4 Annual reporting guide, template, standard and guidance notes

View and download Tier 4 resources.

Annual Reporting Guide for Tier 4 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 4 Annual Reporting Guide

 

Tier 4 Templates

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:

Excel template

The Excel template can be completed digitally and includes smart features, such as automatically calculating some numbers for you. A tutorial is available to help you use the Excel template. There are two versions of Excel templates.

Use the XLSX file if you use the 2007 or a newer version of Excel. 

Download the template in Excel XLSX [XLSX, 317 KB]

Use the XLS for older versions of Excel.

Download the template in Excel XLS [XLS, 475 KB]
[XLS, 651 KB]

Word template

A Word template is available for those who are not comfortable using Excel. The Word template can be completed digitally but does not include automatic calculations.

Download the template in Word [DOCX, 119 KB]

PDF template

The PDF version is for those who would like a print a paper version that they can write on.

Download the template as a PDF [PDF, 165 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 4 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 4 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, 1 MB]