Annual Reporting

Who is it for?

Trustees and staff involved in the preparing of annual reports and accounts for independent examination or audit and reporting to OSCR and/or Companies House.

What will I get from it?

You’ll learn about:

• appointing an independent examiner (or auditor)
• what your examiner will expect to see – preparing for an independent examination
• an introduction into preparing Receipts and Payments accounts – what goes where from the accounting records
• some additional things to think about if preparing accruals accounts – estimates and judgements
• the Trustees annual report
• the independent examiner’s report
• reporting to OSCR – when and how, accounts, annual return
• reporting to Companies House (charitable companies only)
• what else your accounts are used for and why it’s important to get them right