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Tier 3 annual reporting resources and templates
Here you will find Tier 3 annual reporting guidance, a webinar that guides you through the performance report, performance report templates to download and other resources.
This 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 the template (also included).
Click here to view and download the Tier 3 Annual Reporting Guide(external link)
This step-by-step reporting timeline outlines the steps Tier 3 and Tier 4 charities should take, and when they should take them, in order to complete their performance report within 6 months of their balance date.
Click here to view the reporting timeline. [PDF, 122 KB]
This webinar is an in-depth, step by step guide to the performance report. It takes you through the different stages and explains each section in more detail to help guide you through the reporting process.
(external link)Click here to view the Tour of the Performance Report webinar(external link)
Below you will find three different formats of the performance report template that you can download and fill out. All of these templates are in line with “the Standard”. The Standard sets out the requirements for the performance report, for Tier 3 charities. Completing the template properly means you will meet these requirements. The use of these templates are optional, however, we really encourage you to use them as they help you to report easily and correctly.
The template comes in two different formats:
The Excel template can be completed digitally and includes smart features, such as automatically calculating some numbers for you. A tutorial is available to help you use the Excel template.
Download the Excel template XLSX [XLSX, 420 KB]
The PDF version is for those who would like to print a paper version that they can write on.
Download the template PDF [PDF, 478 KB]
The Standard sets out the requirements for the preparation of a simple format report, called a performance report, for Tier 3 charities. It includes a glossary to assist with the understanding of the Standard.
Download the Standard [PDF, 789 KB]
These guidance notes to the optional template are written in plain language to assist in the application of the Tier 3 Standard. The Standard is the definitive source of requirements. Throughout these guidance notes there are references back to the Standard. The use of the guidance notes is optional.