How to complete your performance report and annual return

This page covers the PBE SFR C (NFP) standard which can be used for preparing Performance Reports up to or before the financial year end date of 28 February 2025. For standards applicable to reporting periods ending on or after 31 March 2025, please visit our Tier 4 page.

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.

Click here to view the How to complete your performance report and annual return guide [PDF, 462 KB]