A simple year-end accounts template for a small group – receipts and payments by category, statement of balances, restricted funds and notes – with an independent checker’s report and a treasurer’s report to members.
Clubs, societies & community groups
Annual Receipts and Payments Accounts and Independent Check Report
About this document
Most small clubs and community groups do not need complicated accounts. A receipts and payments account shows what money came in, what went out and what the group has at the year-end. Having it checked by someone independent and approved at the AGM gives members, funders and banks confidence.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Clubs, societies & community groups
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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