Charities Annual Return

Each year Charities are required to report their total income and expenditure, to the Charity Commission, even if they do not need to complete a full annual return.

This is required to be reported within 10 months of the end of your financial year.

Charitable companies and unincorporated organisations

Charities with income under £10,000, you only need to report your income and spending.

Charities with income between £10,000 and £25,000, you must answer questions about your charity in an annual return. This does not require any other documentation. The questions asked depends on your income, the type of charity and what the charity does.

Charities with income over £25,000, the questions will again depend on your income, the type of charity and what the charity does. In addition, you will need to declare that there are no serious incidents that you have not reported to the Charity Commission. You must report serious incidents before you submit your annual return.

Charitable incorporated organisations (CIOs)

You must answer questions about your charity in an annual return. The questions asked depends on your income, the type of charity and what the charity does.

Do you want the peace of mind that your charity commission annual return is submitted on time and is accurate? – then ask us about the service we offer. HWB can provide a service to either assist you in completing the annual return or we can complete this for you. To do so we need to be set up as a user on your Charity Commission portal.

Please find the new regulations that come into effect 1 January 2025 here.