Work out which rules apply, check the content of the annual report and accounts, arrange independent scrutiny and file on time – updated for SORP 2026 and the new 2026 thresholds.
Charities
Trustees’ Annual Report Checklist
About this document
A detailed checklist for treasurers, secretaries and trustees preparing a charity’s trustees’ annual report and accounts in England and Wales. It helps you identify which accounting framework, SORP and scrutiny apply, check the content of the report section by section, and complete approval and filing with the Charity Commission.
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.
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
Charities
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
Download and keep
Need more than one category?
Documents All-Access gives you every category for 12 months for £295.
Compare options →Need it tailored?
We can adapt any template to your business, or write a document from scratch.
Talk to us →
