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)

 

Filing an annual return with a balance date BEFORE 31 March 2016

Charities with their financial year (balance date) ending before the 31st of March 2016 can continue to submit the previous annual return.

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Filing an annual return with a balance date ON or AFTER 31 March 2016

Charities with their financial year (balance date) ending on or after the 31st of March 2016 are now required to submit the updated annual return within 6 months of their balance date.

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New statutory audit and review requirements

Changes to the Charities Act 2005 created statutory audit and review requirements for medium and large Registered Charities from 1 April 2015.  

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Fee summary

View our fee summary here.

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How to pay online

Follow these steps to pay your Annual Return fees via online banking.

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