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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.
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Annual Reporting Guide for Tier 4 CharitiesThis 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… -
Tier 3 member and non-member revenue
In the Statement of Financial Performance, revenue received from members is to be recorded separately to revenue received from non-members.
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Where practical, all revenue from members should be recorded in the category ‘Fees, subscriptions and other revenue from members’.
This could include:
membership fees and subscriptions
donations, koha or offerings from members
fundraising contributions from members
revenue from members for goods or services.
Revenue from non-members is recorded in either… -
Tier 4 minimum categories
The Tier 4 performance report sets out minimum categories that must be used in preparation of the Statement of Receipts and Payments and Statement of Resources and Commitments.
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For each statement these would be:
Statement of Receipts and Payments
Operating receipts categories
Donations, fundraising and other similar receipts
Fees, subscriptions and other receipts from members
Receipts from providing goods or services
Interest, dividends and other investment income receipts
Other operating rec… -
Related party transactions for Tier 3 and Tier 4 charities
The Tier 3 and Tier 4 financial reporting standards require charities to report related party transactions. Related party transactions are recorded in the Notes section of the performance report.
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A related party transaction is a transfer of money, goods or services between a charity and those who are closely associated and have the ability to influence the charity.
Charities typically rely on volunteers and donated goods or services, especially from related parties such as officeholders and me… -
How to pay online
Follow these steps to pay your annual return fees via online banking.
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1. Log on to your online banking2. Add payeeEnter the payee name DIA Charities Services. When you start typing, this should auto select.
This makes sure that the payment goes to right place.
If you can't add a payee, enter:
Account number:
03-0049-0002007-06
3. Enter payment amountThe amount will depend on how the annual return was completed:
Online and financial statements uploaded
$51.11
Online and financial st… -
Financial Markets Authority consultation
Published 28 September 2015
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The Financial Markets Authority is consulting on whether charities issuing debt securities should be subject to standard Financial Markets Conduct Act 2013 (FMC Act) obligations.
Go to the Financial Markets Authority website to find out more> -
Fee summary and how to pay
This page lists the different payments required for registered charities.
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Fee to submit an application to register as a charityThere is no cost to submit an application to register as a charity with Charities Services.
Fee to update a registered charity's detailsThere is no cost to update the details of a charity already registered with Charities Services. Charities can access their online account to make changes directly as required.
Annual return feeYour charity may need to pay a fee t… -
CommunityNet Aotearoa
CommunityNet Aotearoa is an online hub where you can find and share resources designed to strengthen community organisations. It puts quality resources in one place making it easy to find the resources you need.
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Click here to go to the CommunityNet Aotearoa website
Community Resource KitYou can find the Community Resource Kit on CommunityNet Aotearoa. This is a good place to start if you are thinking about setting up a new charity. It is a guide to setting up and running community groups in Ne… -
The new reporting standards are here and yes, they do affect your charity!
Posted on 20 June 2016The new financial reporting standards are finally here – so what are they and how do they affect you?Up until now, any form of financial reporting has been accepted from charities, but 1 April this year marked the introduction of the New Reporting Standards (NRS). NRS are a set of legal documents that set out the way all charities in New Zealand now need to present their financial information when it is submitted to Charities Services as part of their annual return. If this…
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Tier 4 Microsoft Excel template – Trouble shooting
Posted on 28 June 2016By now many of you are getting stuck in to putting together your Performance Report for the year ended 31 March 2016. It’s been great to see how many people are using the tools on our website. We’re pleased to see that charities are using the Tier 4 excel template designed by the External Reporting Board (XRB). If you use this template correctly, you can be assured that you’re completing your performance report in accordance with the new reporting standards. We understand,…
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