Help with the charity annual monitoring return

18 Oct 2018 Denise Copeland    Last updated: 18 Oct 2018

The Charity Commission has updated its guidance on how to complete the annual monitoring return with helpful screenshots of the online return.  

The Charity Commission has identified that October is one of the peak periods in which charities must submit their annual monitoring return to the charity register.    This deadline only concerns registered charities with a financial year 1 January - 31 December who have a full financial year after charity registration. 

All registered charities must submit their examined annual accounts and trustees' report along with the annual monitoring return within 10 months after their full financial year after charity registration. If you haven't received notification from the Commission that your accounts are due then please check the charity register to make sure that the contact email on the charity register is correct.  

If your charity is due to submit the annual monitoring return, please don't leave it to the last minute as you may not have all the information to hand that you need to submit.  Please note that if you file your return after the due date, a notice stating that the documents were received late will be marked in red on the public register and will stay there until the following year, even if you're one day late.   

The Commission has identified that common errors in previous returns to the charity register have included: accounts not being audited or independently examined; auditor's/examiner's report not included; trustees' report not submitted; or the accounts not properly prepared.  For example, accrual accounts must comply with the Charities SORP and receipts and payments accounts must include a 'Statement of assets and liabilities', even if the charity does not have any property.    

Please see the Commission's guidance on completing the annual monitoring return to ensure you have all the right information, or indeed if you have already submitted your return, check it to make sure it is complete.

Please also see the Commission's other guidance on accounts and annual reporting below:

If you have any queries regarding the accounting and reporting requirements please don't hesitate to contact myself or Michele here in NICVA.'s picture
by Denise Copeland

Governance and Charity Advice Manager

[email protected]

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