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Charities Services Ngā Rātonga Kaupapa Atawhai
Charities Tag Line - Supporting Charities in New Zealand for Stronger Communities

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Annual return form - Tier 3 charity (.pdf)

Date Published: 7 Apr 2016

662 KB

Use this form to file an annual return for a Tier 3 Charity.

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Form

Reporting

Annual return form - Tier 4 charity (.pdf)

Date Published: 7 Apr 2016

620 KB

Use this form to file an annual return for a Tier 4 Charity.

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Form

Reporting

Annual reporting to Charities Services - A guide for Tier 3 charities (.pdf)

Date Published: 12 Aug 2021

3.2 MB

Guide that explains the process for reporting annually to Charities Services for Tier 3 charities, including filing an annual return and preparing a performance report.

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Information and guidance

Reporting

Annual reporting to Charities Services - A guide for Tier 4 charities (.pdf)

Date Published: 12 Aug 2021

2.9 MB

Guide that explains the process for reporting annually to Charities Services for Tier 4 charities, including filing an annual return and preparing a performance report.

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Information and guidance

Reporting

Tier 3 performance report template (Excel) (.xlsx)

Date Published: 6 Mar 2019

420 KB

Tier 3 performance report optional template in Microsoft Excel format.

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Template

Reporting

Tier 4 Performance Report Template (Excel) (.xlsx)

Date Published: 6 Mar 2019

331 KB

Tier 4 performance report optional template in Microsoft Excel format.

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Template

Reporting

Tier 4 Performance Report Template (Word) (.docx)

Date Published: 21 Apr 2019

119 KB

Tier 4 performance report optional template in Microsoft Word format.

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Template

Reporting

Automated Cash Book for Tiers 3 and 4 (.xlsx)

Date Published: 6 May 2019

522 KB

The Automated Cash Book tool is a Microsoft Excel workbook which will help you track your transactions throughout your financial year and summarise them into the required format for the Statement of Receipts and Payments or the Statement of Cash Flows.

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Reporting

Template

How to complete your performance report and your annual return (.pdf)

Date Published: 20 Sep 2019

1.6 MB

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.

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Information and guidance

Reporting

Annual return checklist for smaller charities (.pdf)

Date Published: 12 Feb 2020

51 KB

This one-page checklist 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.

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Information and guidance

Reporting

Reporting timeline for Tier 3 and 4 charities (.pdf)

Date Published: 28 Apr 2021

60 KB

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.

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Information and guidance

Reporting