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Information Note - Changes to the Annual Report Form

Almanac Reporting Frequently Asked Questions (FAQs)

• How do I submit an Annual Report for my charity?

  Y'all must be logged intoMyAccountto file reports and forms on behalf of your clemency.

  Sign into your charity'due south customer account on the MyAccount Login page.

  Once logged in, whorl to the bottom of the page and click on New Filing abreast your charity.

  There will be a pop-out from the correct manus side, click on Existing Clemency at the height and and then click on Kickoff for your charity.

  Details on how to log in and locate the Annual Report form are available in Appendix one of the Annual Report User Guide available here.

• How do I access my clemency'southward customer account – MyAccount?

  You need your login name and password to admission the charity account.

  Sign into your charity'due south client business relationship on the MyAccount Login page

• I cannot remember my countersign can you lot help?

  You demand your login name, password and access to the e-mail accost in your customer account to reset your password.

  Your customer business relationship is not the charity account information technology is an individual account gear up by the charity to access the charity account.

  You can reset your customer account's password past clicking on theForgot Password link on the MyAccount Login page.

  A message will be sent to the electronic mail address on the client account.

  If y'all do non have access to this electronic mail address or do not know what it is y'all will need to create a new customer account by clicking on Create Account.

  An email will then be sent to the e-mail accost you have provided. This email contains a verification link

  In one case logged in, click onShowtime New Filing.

  There will exist a pop-out from the correct hand side, click onExisting Clemencyat the height.

  Then enter your Registered Charity Number in theSearch for a Charity bar.

  Y'all can and so file anAuthorised Filer course on behalf of the charity.

  A letter of approval signed by at least 1 currently listed Clemency Trustee must be uploaded with this form – see page 3 of the user guide here .

  Important: Submitting this form does non give you immediate admission to the charity's account. This course must be assessed and verified past the Charities Regulator. Processing of this form may take ane-2 working days.

  When we've reviewed the form, nosotros will send you an electronic mail confirming your authorisation.

  The next time you login toMyAccount, you volition see the charity listed under 'My Charities'.

• I cannot remember my login name can you lot assist?

  You need your login name, password and access to the email address in your customer account to access the charity business relationship.

  Your customer account is not the charity account information technology is an private business relationship ready upwardly by the charity to admission the charity business relationship.

  Your login proper noun was created when the customer account was set up.  Your Login name tin can be an email address or simply a name.

  If you are inputting an email address or a name every bit the login proper name and it is not recognised this is not your login proper noun and you will need to create a new user account by clicking on Create Account.

  An email volition so be sent to the electronic mail address you have provided. This email contains a verification link.

  Once logged in, click onStart New Filing.

  There will be a pop-out from the right mitt side, click onExisting Clemencyat the peak.

  Then enter your Registered Clemency Number in theSearch for a Clemency bar.

  Y'all tin can and so file anAuthorised Filer class on behalf of the charity.

  A letter of the alphabet of approving signed by at least one currently listed Clemency Trustee must be uploaded with this form – see page 3 of the user guide hither .

  Important: Submitting this course does non requite you firsthand admission to the charity'south account. This form must be assessed and verified past the Charities Regulator. Processing of this form may take 1-two working days.

  When we've reviewed the form, nosotros will send you an email confirming your dominance.

  The next time you login toMyAccount, yous will see the clemency listed under 'My Charities'.

• I have logged into MyAccount but cannot access any forms including the Annual Report. What am I doing wrong?

  a) If y'all have never accessed your customer account in our new Information technology system:

  Y'all will need to update your contact information in My Contour earlier you can submit forms for the get-go fourth dimension.

  Click on this symbol at the top right of the screen, and click onMy Profile.

  Click theEdit push button and fill up in theFirst Proper noun,Last Name, andPhone Number.

  Click onSalve and and so return to theDashboard.

  You will now be able to admission any forms to manage your charity including the Almanac Report form.

  or

  b) Your MyAccount is not linked to your charity:

  You volition need to file an Authorised Filer form to access and file submissions on behalf of the clemency.

  In one case logged in, click on First New Filing.

  There will be a pop-out from the correct manus side, click on Existing Charity at the top.

  Then enter the Registered Charity Number you wish to file for in the Search for a Charity bar.

  You can then file an Authorised Filer form on behalf of the charity.

  A alphabetic character of approval signed by at to the lowest degree one Clemency Trustee currently listed on the Annals of Charities must be uploaded with thursday is class – see page iii of the user guide hither .

• Why exercise I need to submit an Annual Report for my clemency?

  Under the Charities Deed 2009, every charity registered in the State must provide an Almanac Written report to the Charities Regulator.

  Delight see the Submitting Annual Reports department below.

  To see the User Guide for the Annual Report form click hither.

• Practice I need to upload any documents with my Annual Report?

  Y'all may wish to upload a copy of your accounts when you lot are submitting your Almanac Report – however this is not mandatory at this time.

  If you do, please ensure they are in PDF format and less than 5mbs in size.

• Why can't I write more than to describe my charity's activities?

  This section is limited to 500 words – if you wish to add more information practice so past uploading a PDF as an optional attachment in the Documents section of the grade.

• Do I have to update or reconfirm my Charity Trustees every bit part of the Annual Report?

  No, there is no requirement to update or reconfirm your charity trustees as part of your almanac report.

  However, you are required to go on your charity'south details including changes of Charity Trustees up-to-date and accurate. Yous should update your Charity Trustees as the changes occur within your charity.

• I am working on behalf of a charity just do not have admission to MyAccount. How can I file an Almanac Report or other forms for this clemency?

  Yous will need to create a user account by clicking on Create Account if you do not already take a customer account (MyAccount).

  Once logged in, click on Start New Filing.

  There will be a pop-out from the right hand side, click on Existing Charity at the top.

  And so enter the Registered Charity Number you wish to file for in the Search for a Charity bar.

  You can then file an Authorised Filer form on behalf of the charity.

  A letter of approval signed by at least one Charity Trustee currently listed on the Annals of Charities must be uploaded with thursday is course – run into page three of the user guide here .

• My charity has inverse its next Fiscal Year Cease engagement, how exercise I update my charity's account?'

  You must be logged into MyAccount to update your charity'due south Financial Year Terminate date.

  You should file a Modify in Financial Year Terminate class.

  When you alter your financial twelvemonth-cease it may affect your next almanac report to the Charities Regulator as there must be continuous annual reporting i.e. there tin be no gaps.

  To see the User Guide for this course click here.

  Please note, you should open a new Annual Report form once you lot are notified that the clemency's Financial Yr Terminate has been changed. Do non submit any existing draft Almanac Report forms as these will undo any change to your Fiscal Twelvemonth Finish.

• I made a mistake in the annual study, can I correct it?

  Yes. Yet, you exercise not have access to the annual study once it has been submitted and registered on our system so yous will be unable to edit the report or add together any documents. You should contact the Charities Regulator to request the return of the report. You lot will be contacted directly when the annual report is available for you to admission and edit.

• How do I update my Clemency Trustees?

  Yous must be logged into MyAccount to update your Charity Trustees.

  Y'all should file a Maintain Trustees, Connections and External Advisors course.

  Utilize this class to update, add together or remove clemency trustees, or to update information relating to connections and external advisors.

  To meet the User Guide for this grade click here.

  This form will appear blank. It is recommended that yous outset with the 'Delete Trustee' department of the form. You can apply the same form to brand all changes to your lath of clemency trustees.

  Please note, a full residential accost (including Eircode) is required for each trustee. Y'all can enter the accost or Eircode in the Search Address bar and and then click the event to autofill the address.

• What financial data do I need to submit with my almanac report?

  Income and Expenditure

  The Charities Regulator requires that you enter the figures in the annual reporting form for:

  • total income (with a breakdown between dissimilar categories of income)
  • expenditure on wages and salaries
  • other expenditure.

  One time this information is entered in the course by the filer, the form will automatically populate with a full Income effigy, a total expenditure figure, and a Surplus/(Deficit) figure.

  The Total Income figure and Total Expenditure figure will be visible on the public Register of Charities.

  Liabilities and Assets

  The Charities Regulator also requires that you input in the figures in the annual reporting class for

  • cash at the bank and in hand,
  • other nugget
  • total liabilities the course

  Once this is inputted in the grade by the filer, the form volition automatically populate with a total assets figure and net assets/(liabilities).

  The calculation of these figures on an automatic ground will provide a uncomplicated visual check for the filer that the figures that have been entered on the Annual Report lucifer the financial statements of the charity ensuring that figures are accurately reported.

  The information provided will be visible on the public Register of Charities in addition to the Total Income and Total Expenditure figures.

  This assists the Charities Regulator and the public to better understand the financial situation facing individual charities and the wider charities sector in line with the principle of transparency and accountability.  The availability of this information as well enables the Charities Regulator to heighten its risk profiling capabilities, which enables us to provide improved guidelines and help to charities.

  This information will be readily available from the financial statements prepared by the clemency and does not require additional work to be done.

  For more data on the changes to the annual reporting form please read our guidance document here https://www.charitiesregulator.ie/media/2329/annual-reporting-information-note-final.pdf

• What data do I need to submit about my charity's employees?

  Charities, in the almanac reporting form, will be asked to provide the actual number of total time and part fourth dimension employees engaged past the clemency in the reporting period, and this data volition be visible on the public Register of Charities.

  For your information

  i full time employee means an employee who works 52 weeks in the reporting menstruation

  A role-fourth dimension employee ways anyone who works less than a comparable full time employee.

  For more information on the changes to the annual reporting grade please read our guidance certificate hither https://www.charitiesregulator.ie/media/2329/annual-reporting-information-notation-last.pdf

• What information do I need to submit about my charity's volunteers?

  Charities, in the almanac reporting form, will be asked to provide the number of volunteers they have in the reporting catamenia and complete a band to capture this information more than more often than not e.g. in bands 1-nine, x-19, 20-49 etc.

  For more than information on the changes to the annual reporting form please read our guidance document here https://www.charitiesregulator.ie/media/2329/almanac-reporting-information-note-final.pdf

• What data does the Charities Regulator require well-nigh audit opinions?

  Inspect opinions, where applicable, are an important role of reporting on a clemency's activities in the previous fiscal period.  Charities indicate in the Annual Report Grade whether their financial statements take been audited, and if and so, what type of audit opinion was provided by the auditors. The provision of this information allows the Charities Regulator to determine the total number of charities that are audited each year, and also monitor the blazon of inspect opinions that charities receive. This information will not exist visible on the public Register of Charities.

  For more information on the changes to the annual reporting form please read our guidance document here https://www.charitiesregulator.ie/media/2329/annual-reporting-data-note-last.pdf

• What information does the Charities Regulator crave for international transfers of funds?

  The Fiscal Action Task Strength (FATF), of which Ireland is a member, is an inter-governmental global money laundering and terrorist financing watchdog that produces recommendations and standards to ensure a co-ordinated global response to crime.  Charities have been specifically referenced by FATF as organisations which are at take a chance of being used for the purposes of money laundering or terrorist financing.  In order to provide increased transparency around the activities of charities and to enhance Republic of ireland's reporting to FATF by capturing the levels of international transfers of funds by charities in Ireland, the following questions are required to exist addressed in the Annual Report for charities:

  • The total income received by the charity from outside the State during the fiscal catamenia to which the annual report relates – provide figure.
  • A listing of countries from which income was received (selected from a drop down list).
  • Total funds spent or transferred outside the State by the charity during the financial catamenia to which the annual report relates – provide effigy.
  • A list of countries to which funds were transferred (selected from a drop down list).
  • The methods used to transfer funds outside the State, if relevant e.thousand. depository financial institution based in the State, An Post, online, cash etc.

  For more information on the changes to the annual reporting form please read our guidance document here https://www.charitiesregulator.ie/media/2329/annual-reporting-data-note-final.pdf

What is the Almanac Study?

A charity's Annual Report describes its activities and financial affairs for the preceding twelve months. The contents of the report are published in the online Public Register of Charities and help to inform the donors and the full general public of:

• What your charity has done over the last 12 months to farther each of its charitable purposes
• Who your charity has helped
• How your charity raised and spent funds
• Where the benefits of your charity's work were felt

Aside from complying with the law, submitting an Annual Report provides charities with an excellent opportunity to showcase the good work that they do and to demonstrate their commitment to skilful governance, transparency and accountability.

Submitting Annual Reports

Every clemency registered in the State must provide an Annual Report to the Charities Regulator.

Information technology is the responsibleness of Charity Trustees to ensure that their clemency submits accurate Almanac Reports on fourth dimension - failure to do so could lead to the Charities Regulator taking enforcement action.

Please notation that annual activity reports submitted will be published on the public Register of Charities.  Accounts for companies registered with the Companies Registration Office will likewise exist fabricated available on the public Register of Charities.

What data is required for the Annual Written report?

Activities: Y'all will need to describe your charity'southward activities during the reporting menses.  Particular care should be taken to demonstrate that your clemency has undertaken activities in furtherance of its charitable purposes.  For example, a clemency with the purpose 'the prevention or relief of suffering of animals' should make articulate from the description of their activities that they are actively and exclusively pursuing this purpose.  Where a charity has more ane charitable purpose, it should be able to demonstrate the pursuit of each purpose.

Yous will likewise be asked to indicate the section(s) of lodge that has benefited from your charity's work, the number of people that take volunteered with your charity during the year and the number of staff employed by your charity.

Financial: Y'all volition be required to provide us with details of your charity's gross income and expenditure.  This includes the sources of your charity's income and how much your clemency has spent on staff costs over the year.

Documents: Y'all may wish to upload a re-create of your accounts when you lot are submitting your annual report.  If so, delight ensure they are in PDF format and less than 5mbs in size.

Schools:Some of the information required in the Almanac Report form for schools has been pre-filled – for more details delight see the Schools Annual Report user guide.

 Delight note:

• the Charities Regulator may, in some circumstances, require additional information or documents.
• annual activeness reports & accounts submitted will be made bachelor on the Public Register of Charities.

How do I submit my charity'due south Annual Report?

Annual Reports are submitted via your charity'south online Charities Regulator account.

When is my Annual Report due?

Ten months afterward your clemency'south financial twelvemonth-finish engagement.  For example, if your charity's financial year-end date is 31 December, the Annual Written report is due earlier 31 Oct.

In recognition of the current public wellness crisis, the Board of the Charities Regulator has exercised its power to specify an alternative period for the filing of any annual study which was due to exist prepared and submitted to the Charities Regulator on any date from twelfth March 2020 to 15th December 2020 inclusive.

Almanac reports which were due to exist filed with the Charities Regulator on any date from 12th March 2020 to 15th December 2020 inclusive, may now be submitted to the Charities Regulator at any time up to 16th December 2020.

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Source: https://www.charitiesregulator.ie/en/information-for-charities/annual-reporting

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