Annual Returns

The Charities Act 2005 requires all charities registered with Charities Services to file an Annual Return within 6 months of their balance date (financial year end). 

This involves three steps:

1. Preparing a Performance Report (Tiers 3 and 4) or Financial Statements (Tiers 1 and 2) that comply with the reporting standards
2. Completing an Annual Return form (it’s easier and cheaper to do this online, by logging into your charity's dashboard (external link) )
3. Submitting the Performance Report/Financial Statements AND Annual Return form to us, and paying the Annual Return fee (if your charity’s gross income is $10,000 or more)