Simple Tier 4 Reporting Template

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.

The External Reporting Board have created a simpler template for small tier 4 charities. This is intended for very small charities who do not engage in any complicated transactions, and do not need to disclose any additional information. The template is available in other languages.

Download the English template in Excel [XLSX, 52 KB]

The template in other languages:

• Te Reo Māori [PDF, 119 KB]

• Cook Islands Māori [PDF, 122 KB]

• Samoan [PDF, 117 KB]

• Tongan [PDF, 121 KB]

• Fijian [PDF, 118 KB]

• Hindi [PDF, 150 KB]

• Chinese Simplified [PDF, 459 KB]

• Chinese Traditional [PDF, 404 KB]

• Arabic [PDF, 156 KB]

Charities Services has created this guide which is intended to be read alongside the template, providing definitions and examples for the key items.

Download the English guide in PDF [PDF, 267 KB]

The guide in other languages:

• Māori [PDF, 266 KB]

• Cook Islands Māori [PDF, 292 KB]

• Samoan [PDF, 300 KB]

• Tongan [PDF, 319 KB]

• Fijian [PDF, 265 KB]

• Hindi [PDF, 206 KB]

• Chinese Simplified [PDF, 604 KB]

• Chinese Traditional [PDF, 525 KB]

• Arabic [PDF, 265 KB]