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Accounts & Finance


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Sayer Vincent

Understanding Gift Aid

This guide explains how Gift Aid works for a charity. The administration of Gift Aid can be a burden and you need to follow the rules to avoid problems during a Gift Aid audit.
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Grants and contracts made easy

This guide explains grants and contracts, and how to treat them for VAT and accounting purposes.
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Mergers

This guide provides a step-by-step process for handling a merger or a takeover, explaining the options for different structures.
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Pricing for goods and services

This guide explains how to understand your costs to help you make good pricing decisions.
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Reading charity accounts

This guide aims to make reading a set of charity accounts simple for those new to the charity sector.
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Reserves policies

This guide sets out a method for analysing your charity’s financial position and developing a robust reserves policy.
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Risk assessment

This guide provides a framework to share a common understanding about risk and a tool for management decision-making.
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Risk management

This guide explains the positive impact of the constructive use of risk management techniques in your charity.
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Tax for fundraisers

This guide explains the main Gift Aid, VAT and direct tax consequences of the most common charity fundraising activities.
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VAT

This guide steers you through the maze to the charity-specific aspects of VAT so that you gain an overview of how VAT affects your charity.
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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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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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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 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

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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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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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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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NCVO Know How

Writing a financial procedure manual

This guide helps you to set out the financial operational framework for your charity

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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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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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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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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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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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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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