The Regulator for Charities in England and Wales
To assist non-company charities that are below the audit threshold prepare their trustees’ annual reports and accounts on the accruals basis, we have produced packs that provide templates for these documents. When fully completed these meet the recommendations of SORP 2005 and the requirements of law and can be used for submission to the Charity Commission.
The documents in this section are for those charities preparing accruals accounts which include a balance sheet, statement of financial activities and notes.
Non company charities with income under £100,000 can prepare simpler receipts and payments accounts and template packs for this are available as CC16.
Completion notes are available in PDF format.
The pro forma documents are available:
As an alternative to downloading the forms and notes from the internet, we can supply a pack of all the above forms to complete. Trustees can obtain these by:
| Number | Document Name | Formats available | |
|---|---|---|---|
| Independent Examiner’s Report | Word | ||
| Trustees’ Annual Report | Word | ||
| Completion notes for Trustees’ Annual Report | |||
| CC17a | Accruals Accounts | Excel | |
| CC17b | Completion notes for Accruals Accounts | ||