Charity Returns: What They Are and How to File Them

If you’ve ever heard the term “charity return” and wondered what it means, you’re not alone. In the UK, a charity return is a short form that tells the Charity Commission how a charity has performed over the past year. It covers money coming in, money going out, and whether the charity is still following its goals.

Most charities that raise more than £5,000 a year must file a return each year. Even smaller groups sometimes do it to stay transparent and keep donors happy. For donors, a well‑filled return can mean clearer evidence that your gifts are being used properly – and that may help you claim tax relief.

When and How to Submit a Charity Return

The deadline is usually the 31st of March for the financial year that ends on 31st December. You can file online through the Charity Commission’s portal or send a paper form if you prefer. The online route is quicker and prompts you for the exact figures you need.

Here’s a simple step‑by‑step checklist:

Gather all bank statements, donation receipts, and expense records for the year.
Calculate total income – donations, fundraising events, grants, and any trade income.
Calculate total spending – salaries, rent, program costs, and admin fees.
Check that your activities match the charity’s stated purpose. If you’ve taken on new projects, note them.
Log into the Charity Commission website, fill in the figures, and submit before the deadline.

If you miss the deadline, you’ll get a reminder and can usually add a short explanation. Repeated delays could lead to a fine, so set a calendar reminder early in the year.

Tips to Make Your Return Accurate and Useful

Keep records all year instead of scrambling at the end. A simple spreadsheet with columns for each source of income and each expense category makes the final numbers easy to copy.

Ask your treasurer or accountant to double‑check the totals. A quick review catches typos that could cause the Commission to ask for clarification – and that wastes time.

When you publish the return on your website, add a brief note explaining any big changes, like a new fundraising campaign or a one‑off grant. Donors appreciate the honesty and are more likely to give again.

Donors can also use the return to claim Gift Aid. If the charity reports the correct Gift Aid amount, you can claim back up to 25 % of your donation from HMRC. Just make sure the charity has a valid Gift Aid declaration from you.

Finally, treat the return as a chance to improve. Look at the numbers: are you spending too much on admin? Could you run a cheaper event? Small tweaks each year add up to a healthier charity.

By filing on time, keeping clear records, and being open about your work, you help the charity stay compliant, build trust, and make the most of every pound donated.

Gareth Sheffield

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