File the charity annual report and accounts

Trustees report, accounts, independent check and the Charity Commission return, on time.

  1. Close the year end books
  2. Draft the trustees annual report
  3. Send records to the auditor or examiner
  4. Answer the auditor's questions
  5. Get trustees to approve and sign (Chair of trustees signs off)
  6. File the annual return and accounts. Most people forget this: The deadline is ten months after year end, and late filing shows on the public register
  7. Send accounts to Companies House if you are a company

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