Receipts and Payments Accounts Work Pack

The bulleted list below is our Receipts and Payments Work Pack which includes guidance and templates. This work pack can be used by all non-company charities whose gross annual income is less than £250,000 and where there is no requirement within the charity's constitution or by funders or the charity trustees to prepare accrued accounts. 

Please click on the links below to read the Receipts and Payments Work Pack documents which are available in word, excel and PDF format:

• Receipts and Payments Work Pack Guidance
• Trustees' annual report (appendix 1): pdf and word and Interactive TAR template
• Accounts templates (appendix 2): pdf and excel
• Independent Examiner's report (appendix 3): pdf and word
• Addendum (.doc)

The work pack may be applied to a variety of legal forms such as trusts, unincorporated associations and SCIOs.

For further information please read our Frequently Asked Questions or email us at info@oscr.org.uk

Needing further guidance? Our Head of Professional Advice and Intelligence Laura Anderson provides a video overview of Receipts and Payments accounts here.