Information from online forms is uploaded directly onto the Register of Charities and the updated information appears on the charity’s record on our website within 2 working days of the submission. We capture the information from paper forms electronically. To enable us to achieve maximum accuracy from the information we capture on paper forms, please follow the instructions set out below:
- Use black ink and block capitals to complete any data entry fields.
- Complete text boxes clearly and within the spaces provided. Additional information written outside the data entry boxes may not be captured.
- If the charity contact has changed, please supply full details of the new contact. Full details, in the case of an individual, are the person's personal name(s), family name(s), full address and postcode. We also ask that you supply a person's title, date of birth and telephone number.
If we do not receive a full set of details, we cannot enter a new contact onto the Register of Charities.
- On the Annual Update and Annual Return forms, enter all financial amounts in sterling to the nearest pound.
- On the Summary Information Return, enter all financial amounts in thousands of pounds (e.g. £10,000 would be entered as 10).
- If your charity’s reporting period started before 27th February 2007 and income or expenditure exceeded £10,000 remember to include its Trustees' Annual Report and accounts when you submit the form. If its reporting period started on or after 27th February 2007 and its income exceeded £10,000 remember to enclose its Trustees' Annual Report and accounts.
Frequently Asked Questions
Advice on completing the Financial Information section of the Annual Return
Back to the Annual Returns Homepage.