Resources/He Rauemi
Annual return form - Tier 3 charity (2016) (.pdf)
Date Published: 7 Apr 2016
704 KB
Use this form to file an annual return for a Tier 3 Charity.
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Annual return form - Tier 4 charity (2016) (.pdf)
Date Published: 7 Apr 2016
758 KB
Use this form to file an annual return for a Tier 4 Charity.
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Annual reporting to Charities Services - A guide for Tier 3 charities (.pdf)
Date Published: 12 Aug 2021
3 MB
Guide that explains the process for reporting annually to Charities Services for Tier 3 charities, including filing an annual return and preparing a performance report.
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Annual reporting to Charities Services - A guide for Tier 4 charities (.pdf)
Date Published: 12 Aug 2021
2.9 MB
Guide that explains the process for reporting annually to Charities Services for Tier 4 charities, including filing an annual return and preparing a performance report.
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Tier 3 performance report template (Excel) (.xlsx)
Date Published: 6 Mar 2019
420 KB
Tier 3 performance report optional template in Microsoft Excel format.
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Tier 4 Performance Report Template (Excel) (.xlsx)
Date Published: 6 Mar 2019
331 KB
Tier 4 performance report optional template in Microsoft Excel format.
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Tier 4 Performance Report Template (Word) (.docx)
Date Published: 21 Apr 2019
119 KB
Tier 4 performance report optional template in Microsoft Word format.
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Automated Cash Book for Tiers 3 and 4 (.xlsx)
Date Published: 6 May 2019
522 KB
The Automated Cash Book tool is a Microsoft Excel workbook which will help you track your transactions throughout your financial year and summarise them into the required format for the Statement of Receipts and Payments or the Statement of Cash Flows.
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How to complete your performance report and your annual return (.pdf)
Date Published: 22 Apr 2024
462 KB
This resource is intended to help Tier 4 charities complete their performance report and submit their annual return.
As a registered charity you are required to complete your performance report and submit your annual return no later than six months after the end of your financial year. This short, simple guide outlines what you will need to complete your performance report and annual return easily and accurately.
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Annual return checklist for smaller charities (.pdf)
Date Published: 12 Feb 2020
51 KB
This one-page checklist intended to help Tier 4 charities know what information they need to be recording over the course of their financial year in order to complete their annual return and performance report.
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Reporting timeline for Tier 3 and 4 charities (.pdf)
Date Published: 28 Apr 2021
122 KB
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.
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