Annual Returns/Ngā hokinga ā-tau

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 are in line 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 your Annual Return
Charities are required to submit an Annual Return within 6 months of their balance date (financial year end).

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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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