Guidance

How to authorise a charity adviser to submit accounts

Tell us if you want to let your charity바카라 사이트™s accountant or other adviser submit accounts on trustees바카라 사이트™ behalf.

This guidance was withdrawn on

Applies to England and Wales

When to submit accounts

You must send your charity바카라 사이트™s accounts to the Charity Commission every year if:

  • it바카라 사이트™s a charitable incorporated organisation (CIO) 바카라 사이트“ regardless of its income
  • it바카라 사이트™s a registered charity and its gross income is over £25,000

Charity trustees must make sure their accounts are prepared and submitted within 10 months of the financial year ending. You can:

  • submit them yourself
  • delegate the task to an adviser

Charity trustees: how to authorise your adviser to submit your accounts

At least 1 day before you want the adviser to submit the accounts:

  1. Contact us by phone
  2. give us the email address of the trusted third party and we will update your online account

When this has been completed the adviser will be able to follow the next steps to submit accounts.

Charity advisers: how to submit accounts for a client charity

Once the charity바카라 사이트™s accounts are prepared and agreed by the trustees:

  1. - you바카라 사이트™ll receive an email with login details and an 8 character password
  2. - you바카라 사이트™ll see a list of charities that have authorised you to submit their accounts
  3. click on a charity바카라 사이트™s name to upload its accounts as a PDF file

If you don바카라 사이트™t see a charity you expect, ask the charity to check it authorised the correct email address (the one you used to register for the service) at least 1 day ago.

Updates to this page

Published 14 January 2015
Last updated 9 October 2017 show all updates
  1. How to let us know if you want your charity바카라 사이트™s accountant or other adviser submit accounts on trustees바카라 사이트™ behalf.

  2. Added translation

Sign up for emails or print this page