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).
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:
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.
Use the XLS for older versions of Excel.
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.
The PDF version is for those who would like a print a paper version that they can write on.
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.
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.