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Submitting an Annual Return for a Charity

Submitting an Annual Return for a Charity

Charities registered in England or Wales must send an annual return to the Charity Commission or report their income and spending every year.

An annual return must be submitted within 10 months of the end of the financial year.  For example, if your financial year end was 31 December 2020, your deadline is 31 October 2021.

Charitable companies and unincorporated organisations that need to submit a return:

Income under £10,000 - You only need to report your income and spending.

Income between £10,000 and £25,000 - You must answer questions about your charity in an annual return. 

Income over £25,000 You must answer questions about your charity in an annual return. You will need to get your accounts checked and provide copies of your:

·         trustee annual report

·         accounts

·         independent examiner’s report

You also need a full audit if you have: 

·         income over £1 million

·         gross assets over £3.26 million and income over £250,000

What type of accounts you need to prepare depends on the type of charity and its finances.

Charities that are due to submit an annual return imminently, but feel unable to do so, can email to ask for a filing extension.  Please include your charity name and charity registration number when you email HMRC -

For more information please visit Prepare a charity annual return - GOV.UK (

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