13 Dec 2017

The Charity Commission has produced guidance on what to do if you want an adviser or accountant to submit your charity’s accounts on behalf of the trustees.

The Charity Commission has produced guidance on what to do if you want an adviser or accountant to submit your charity's accounts on behalf of the trustees.

The trustees must send the charity's accounts to the Commission every year if:

  • it's a charitable incorporated organisation (CIO) - regardless of its income
  • it's a registered charity and its gross income is over £25,000


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

  • submit the accounts themselves
  • delegate the task to an adviser

For Trustees

If you would like to authorize an adviser to submit the accounts, at least one day before you want the adviser to submit the accounts, you will need to:

  1. log in to change your charity's details using your charity's password
  2. enter your adviser's email address in the 'trusted third party email address' field

For Advisers

Once the charity's accounts have been prepared and agreed by the trustees, you will need to:

  1. register to use this service - you'll receive an email with login details and an 8 character password
  2. log in - you'll see a list of charities that have authorised you to submit their accounts
  3. click on a charity's name to upload its accounts as a PDF file

You can find out more about authorising advisers to submit accounts on the Charity Commission website