Annual return checklist for smaller charities (.pdf)

Date Published: 12 Feb 2020

50.9 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.

Is tagged with:

Information and guidance

Reporting

Annual return form - Tier 3 charity (2016) (.pdf)

Date Published: 07 Apr 2016

704.4 KB

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

Is tagged with:

Form

Reporting

Annual return form - Tier 4 charity (2016) (.pdf)

Date Published: 07 Apr 2016

758.0 KB

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

Is tagged with:

Form

Reporting

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

Date Published: 06 May 2019

521.8 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.

Is tagged with:

Template

Reporting

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

Date Published: 22 Apr 2024

461.9 KB

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.

Is tagged with:

Information and guidance

Reporting

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

Date Published: 28 Apr 2021

121.7 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.

Is tagged with:

Information and guidance

Reporting

Tier 3 performance report template (.excel)

Date Published: 06 Mar 2019

420.0 KB

Tier 3 performance report optional template in Microsoft Excel format.

Is tagged with:

Template

Reporting

Tier 4 Performance Report Template (.excel)

Date Published: 06 Mar 2019

331.1 KB

Tier 4 performance report optional template in Microsoft Excel format.

Is tagged with:

Template

Reporting

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

Date Published: 12 Aug 2021

3.0 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.

Is tagged with:

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.

Is tagged with:

Information and guidance

Reporting