Charities · England and Wales

Charity accounts, start to finish.

The accounts, the trustees' annual report and the annual return answers, in one pack that is ready for the trustees to approve. A chartered accountant checks every pack before it goes to you.

Start an enquiry →What you get

Receipts and paymentsAccruals (Charities SORP)Trustees' annual reportAnnual return answers

01 — The pack

Everything the trustees sign, in one place.

The accounts: receipts and payments, or accruals accounts on the Charity Commission's own layout
The trustees' annual report, written from your answers about the year
The annual return answers, ready to copy into the Charity Commission's online service
A calendar with every deadline for the year
A short list of outstanding items, so nothing is missed before the trustees sign

02 — Who it is for

Village halls, clubs, trusts and CIOs.

Charities registered in England and Wales, run by volunteer trustees who would rather not do the accounts themselves.

CIOs

Charitable incorporated organisations

Accounts and report filed with the Commission every year, whatever the income.

Unincorporated

Trusts and associations

Receipts and payments accounts where the income allows, and the annual return when one is due.

Charitable companies

Companies limited by guarantee

Accruals accounts under the SORP, for the Commission and for Companies House.

03 — Prices

Fixed prices, agreed up front.

Receipts and payments accountsThe accounts and the trustees' annual report, for charities with income under £100,000.

from £400 a year

Accruals accounts (Charities SORP)The accounts and the trustees' annual report.

from £900 a year

No VAT to add. The price depends on the size of the charity; we confirm it before we start.

How it works

Three steps. Most of the work is ours.

The treasurer sends the bank statements and a short form about the year.

We prepare the pack and send any questions, usually only a few.

A chartered accountant reviews it. The trustees approve and sign.

Questions

Common questions.

Which kind of accounts does our charity need?

Smaller charities that are not companies can usually prepare simpler receipts and payments accounts. Larger charities, and all charitable companies, prepare accruals accounts under the Charities SORP. We work out which applies from your income and your legal form, and tell you why.

We are a CIO. Is that different?

A CIO files its accounts and trustees' report with the Charity Commission every year, whatever its income. We prepare both and the annual return answers in the same pack.

Do you do the independent examination?

We prepare the accounts and the report so that they are ready for your independent examiner or auditor. If you do not have one yet, tell us and we will point you to one.

When is everything due?

The annual return, and the accounts and report where they must be filed, are due 10 months after the end of the charity's financial year. Each pack includes a calendar with your dates.

We are a New Zealand society or charity.

We do those too, under New Zealand's rules, which are different. See the New Zealand societies and charities page. New Zealand societies and charities →

Tell us about your charity.

Its name or charity number, and its year end. We will confirm the price and what we need from you.

Start an enquiry →