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Accounts & Finance

Guides icon image  Guides

Charity Finance Group logo

Auto-enrolment for Small Charities

The Charity Finance Group have produced this helpful guide in collaboration with Premier Pensions to help small charities get to grips with new government regulations on workplace pension schemes.
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Buzzacott’s Retention of Accounting Records Guide

Buzzacott have created a simple guide showing how long accounting and other corporate records need to be kept, from purchase invoices and supplier documentation to pension records.
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Charity Commission logo

Money and Accounts

Charity Commission hosts a series of essential guides to help you manage your charity's money and accounts. They include preparing charity accounts, setting a reserves policy, investments and more.
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HM Revenue Customs logo

Tax Guidance For Charities

HMRC produce specialist charity Tax, Gift Aid and VAT guidance to help your charity pay the right tax and claim the reliefs it's entitled to. 
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Sayer Vincent

SORP 2015

This guide explains the changes made to SORP 2015, and how small charities will be affected. SORP, a Statement of Recommended Practice, provides a comprehensive framework for charity accounting and reporting.
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Charity Commission logo

Charities SORP - Application Guidance for Charity Accounting

The Charity Commission and Office of the Scottish Charity Regulator have launched a new website explaining how to choose the correct SORP for your charity, and tailor your SORP to reflect your charity's structure and activities.
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Charity Commission logo

SORP 2015 Help-Sheet

This help-sheet explains the differences between the Charities SORP for the Financial Standard for Smaller Entities – FRSSE, and the Charities SORP for the Financial Reporting Standard applicable in the UK and Republic of Ireland - FRS 102 SORP.
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Charity Finance Group logo

Charity Fraud Guide

The Charity Finance Group and partners have produced a Charity Fraud guide for small charities. It is based on good practice guidance from the Charity Commission, Fraud Advisory Panel and National Fraud Authority. Contact us for hard copies. 
Free resourceCharity Fraud Guide

Sayer Vincent logo

Employee and Volunteer Taxation Made Simple

This guide provides employers with helpful advice on taxation of their employees and volunteers. It covers a variety of topics including employee benefits and expenses, termination payments and national insurance contributions. 
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Sayer Vincent logo

Tax Effective Giving Made Simple

This guide outlines the opportunities for both individuals and companies to make tax effective donations to charity and incorporates the VAT implications of some of these forms of giving.
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HMRC logo

VAT For Charities

This notice explains what a charity is, how VAT affects charities, how a charity’s income is treated for VAT purposes, and what VAT reliefs a charity can obtain on its purchases whether or not it is registered for VAT.
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NPC logo

What Trustees Need to Know About Finances

This briefing paper aims to help trustees become more confident at making key decisions regarding their charities finances. It examines major sector trends and gives top tips for questions trustees should be asking.  
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Small Charities Programmes logo

Small Charity Finance Resources

The Charity Finance Group have created a range of practical, easy to use guides, tools and templates. These aim to support smaller groups and organisations to manage their finances effectively. 
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Charity Commission logo

Accruals Account Pack

Charity Commission have created a template to help company charities with an income of 500,000 or less prepare their trustees' annual report and accruals accounts in accordance with Charities SORP FRS 102.
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Scottish Charity Regulator logo

Receipts and Payments accounts

Guides and templates for small charities that do not need to prepare accrual  accounts. Particularly useful if your charity does not have the resources to employ the services of a professional accountant to prepare annual accounts. 
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Charity Commission logo

Authorise a Charity Advisor to Submit Accounts

This tool, provided by the Charity Commission, allows charities with an income over 25,000 and CIOs to authorise a 'trusted third party' to submit their accounts on behalf of the charity.
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Andy Nash Accounting & Consultancy Logo

Andy Nash Accounting and Consultancy

Andy Nash Accounting & Consultancy is an ICAEW member firm that only works with not for profits. They provide a variety of services including accounts prep, IEs and consultancy services. They offer a 25% discount on standard services for Small Charities Coalition members.
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Liberty Accounts for Charities

Online financial solution including integrated: bookkeeping; funds and activities; payroll/P11D; donor ledger and Gift Aid. Produce your SoFA with the click of a button. Suitable for small to medium sized charities, starting from only 12.95/month.
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association of charity independent examiners logo

Find a Local Independent Examiner 

ACIE has a tool that helps you find local independent examiners (click the map on the right hand side). Their website also lists useful accountancy resources and up-to-date news articles. 
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Cranfield Trust logo

Free Management Consultancy 

Cranfield Trust provides a free management consultancy service focused on financial management, strategic development, marketing and HR advice. The support is well-structured and generally lasts 3-5 months. 
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ESA logo

Eric Southwick & Co, Independent Examination

Bookkeeping, payroll & other accountancy & advice services offered to small charities across the UK to assist them with a well-qualified and experienced team providing a personal & professional service.
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HMRC logo

HMRC Helpline

A dedicated telephone helpline to assist with a range of charity specialist issues and questions. It may take a while to get through – so be patient – but once you do, they are very helpful. 
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The Directory of Social Change logo

Charity Training Courses and Publications 

DSC offers a range of publications and training opportunities designed specifically for charities. Topics include good financial management, effective cost saving measures and improving your financial understanding and reporting. 
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Fraud Advisory Panel logo

Fraud and Charities

The Fraud Advisory Panel provides advice and guidance for charities and donors on how to prevent, detect and respond to fraud. It also provides links to organisations that can help with specific issues.
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Vol Resource logo

Finance Resources

VolResource is a portal bringing together a wide range of links to relevant finance-related resources online.alongside tips on key issues in the field.
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Know-How Non-Profit logo

Financial Management Guides

Know-How Non-Profit hosts a range of free resources on finance & accounting topics, as well as 'how to' guides written and rated by users. They also produce cheap e-learning units and a collaborative learning space. 
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