Tier 4 annual reporting resources and templates

Here you will find Tier 4 annual reporting guidance, a webinar that guides you through the performance report, performance report templates to download and other 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

Annual return checklist for Tier 4 charities

This one-page checklist is intended to help Tier 4 charities know what information they need to be recording over the course of their financial year in order to complete their annual return and performance report.

Annual Return Checklist for Tier 4 Charities [PDF, 51 KB]

Reporting timeline for Tier 3 and Tier 4 charities 

This step-by-step reporting timeline outlines the steps Tier 3 and Tier 4 charities should take, and when they should take them, in order to complete their performance report within 6 months of their balance date.

Click here to view the reporting timeline. [PDF, 122 KB]

Tour of the performance report webinar

This webinar is an in-depth, step by step guide to the performance report. It takes you through the different stages and explains each section in more detail to help guide you through the reporting process.

Click here to view the Tour of the performance report webinar(external link)

Tier 4 Templates

Below you will find three different formats of the performance report template that you can download and fill out. All of these templates are in line with “the Standard”. The Standard sets out the requirements for the performance report, for Tier 4 charities. Completing the template properly means you will meet these requirements. The use of these templates are optional, however, we really encourage you to use them as they help you to report easily and correctly.

The template comes in three different formats:

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].

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. 

Download the template in Excel XLSX [XLSX, 331 KB]

PDF template

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

Download the template as a PDF [PDF, 414 KB] 

Simple Tier 4 reporting template

We have more information about the template, including a guide on how to use it, here.

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

Download the template in other languages:

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]

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 [PDF, 517 KB]

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, 760 KB]