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:
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 firstname.lastname@example.org
Needing some more advice on creating a Trustees' Annual Report? View this video from our Head of Professional Advice & Intelligence, Laura Anderson, and our guidance on the subject.