Guidance

The first time your charity uses the 바카라 사이트˜Update charity details바카라 사이트™ service

We changed our services in November 2018. Check what you need to do to before you can submit your annual return or update details like contact information.

• From: The Charity Commission
• Published: 11 September 2019

This guidance was withdrawn on 8 September 2023

This page is no longer current. Read how to update your charity바카라 사이트™s details

Applies to England and Wales

The first time you use the service

You바카라 사이트™ll usually need to confirm your charity바카라 사이트™s details in the 바카라 사이트˜Update Charity Details바카라 사이트™ service before you can start your annual return if your charity:

• last submitted an annual return before 12 November 2018
• has not done an annual return before

To use the 바카라 사이트˜Update Charity Details바카라 사이트™ service for the first time:

1. Sign in and choose 바카라 사이트˜Update Charity Details바카라 사이트™ from your available services.
2. You바카라 사이트™ll be taken through 6 sections. You바카라 사이트™ll need to confirm, update or fill in each page in order.
3. Click the 바카라 사이트˜Submit바카라 사이트™ button on the last section (Bank accounts) to submit your information.

You must submit this information before you do your annual return. If you do not submit it, and you select 바카라 사이트˜Annual Return바카라 사이트™ from your available services, you will first automatically be taken to the 바카라 사이트˜Update Charity Details바카라 사이트™ service.

Any time you use the service after submitting your details for the first time, you바카라 사이트™ll be able to edit and save individual details.

(ODT, 139 KB)

Sign in to use the service.

Details you need to confirm

A lot of information will already be in the service, for example all the details that are on the public register:

• activities and their classification
• whether your charity owns or leases land or buildings
• areas your charity operates in
• your charity바카라 사이트™s public address
• your charity바카라 사이트™s policies
• your charity바카라 사이트™s other regulators
• the names of your charity바카라 사이트™s trustees

Some information is not on the public register and may not already be in the service. You바카라 사이트™ll need to be able to add this if it바카라 사이트™s missing. This includes:

• all trustees바카라 사이트™ details
• the charity contact바카라 사이트™s personal and contact details
• the charity바카라 사이트™s bank account details

Who gets notified when you make changes

We email the charity contact and the person making the changes to confirm a change has been made.

We also email any trustees whose personal details you have changed to tell them that their record has been updated.

Details you might need to collect before you Sign in

Trustees

The record for each trustee includes:

• title (optional)
• given name
• family name
• suffix (optional)
• home address
• email address (or confirm the trustee does not have one)
• telephone number
• date of birth

Only the trustee바카라 사이트™s full name will be shown on the public register.

You need to know who all your current trustees are and be able to:

• remove trustees if they바카라 사이트™re no longer trustees - you바카라 사이트™ll need the date they resigned
• add new trustees that aren바카라 사이트™t on the list - you바카라 사이트™ll need the date they became a trustee and their date of birth, email address, home address and phone number
• check or update existing trustees바카라 사이트™ contact details, including home address, email address and phone number

We use trustee email addresses to:

• let them know when their details have been changed
• send a quarterly email update
• send emails with regulatory information

Details for role of charity contact

This information will need to be provided for 1 charity contact. It will not be shown to the public. The Charity Commission will use this to contact your charity.

• title (optional)
• given name
• family name
• suffix (optional)
• address
• email address
• telephone number
• date of birth

Bank accounts

This information will not be shown to the public.

For a bank account, you need to provide:

• sort code of the bank
• bank account number
• name of the account

For a building society account, you need to provide:

• full name of the building society
• account number
• roll or reference number
• name of the account

Help using the service

Seeing what information is missing for your charity

If information is missing on one page, you will need to provide it before you can view the next page. In order, the sections that you need to work through are:

1. Activities and classifications

2. Areas of operation

3. Trustees and contact

4. Public address

5. Governance

6. Bank accounts

You can only submit it when you바카라 사이트™ve completed each section in order.

Trustees바카라 사이트™ email addresses

When you add an email address for a trustee, it will also update their email address for all trustee roles that person has at other charities.

You must add an email address for each trustee, unless you can confirm that the trustee does not have an email address.

To confirm that a trustee does not have an email address you need to:

1. Leave the email field blank for that trustee.

2. Click confirm at the bottom of the page.

3. Return to the email field, and tick the box that has appeared underneath it, to confirm the trustee does not have an email address.

4. Click confirm at the bottom of the page again to save.

(PDF, 196 KB) if you need to do this for any trustees.

Trustee full legal name

You must give all trustees바카라 사이트™ full legal names. If using their legal name would cause a trustee personal danger, they can apply for permission to use a display name.

Bank accounts

You must use the sort code finder to add new bank account details.

You cannot edit the account number for existing bank accounts, you바카라 사이트™ll need to remove it and create a new record.

(PDF, 196 KB) if you need to make any changes.

바카라 사이트˜Gift Aid number바카라 사이트™ or HMRC charity reference number

If relevant, the service will ask you for your Gift Aid number - this is your HMRC charity reference number.

Published 11 September 2019