New Forms Hub

Updated 20 December 2024

Please note: The Tier 4 Combined Annual Return form is currently unavailable. Tier 4 charities can still file their annual returns using the standard Annual Return form and attaching their Performance Report separately. See below for these forms.

New forms are now available for charities to use when applying for registration, updating details, and completing annual returns. These new forms align with the new requirements of the Charities Act 2005, and the new Tier 3 and 4 reporting standards issued by the External Reporting Board (XRB) in May 2023.

The forms can be found by logging in to your charity dashboard and selecting “Create Annual Return” and “Update Charity Details” as normal, or by downloading them from our resources page(external link).

For reporting periods that ended on or after 15 June 2023, charities can choose to adopt the new reporting standards early.

The new annual return forms and new reporting standards will become mandatory for all reporting periods beginning on or after 1 April 2024.

If you have any questions about accessing or using these forms, please email us at info@charities.govt.nz

Options for Tier 3 Annual Return Form

Charities reporting at Tier 3(external link) have two options when completing an annual return:

• If you do not wish to early adopt the new standards before they are mandatory, continue to use the current forms when completing both your performance report and annual return form.
• If you choose to early adopt, use the new reporting standards and forms for both your performance report and annual return form.

Options for Tier 4 Annual Return Forms

Small charities with less than $140,000 in annual operating payments that use cash-based accounting (Tier 4(external link)) have two options when completing their annual returns:

• If you do not wish to early adopt the new standards before they are mandatory, continue to use the current forms when completing both your performance report and annual return form.
• Or choose to early adopt and complete both a performance report and annual return form using the new reporting standards.