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Charity Commission Monitoring Form

Charity Commission Monitoring Form

Once you have registered with the Charity Commission, you will need to complete their annual monitoring process. The main contact from the unit will received an email once their financial year has ended. Following this you will have 10 months to complete the annual return process.

The process consists of the following:

1) Finalise your annual receipts and payment accounts - click here for a template

2) Prepare your trustee annual report - click here for template and guidance

3) Pass your accounts and trustee report form to an Independent Examiner for them to prepare a report - click here for guidance

4) Complete the online annual monitoring return form - click view then download for template.

Please ensure all documents (Trustee Annual report, Annual accounts and Independent Examiners Report are uploaded in pdf format)