Annual Reporting

All charitable organisations are legally required to submit an Annual Report

Annual Reporting Frequently Asked Questions (FAQs)

  • How do I submit an Annual Report for my charity?

    You must be logged into MyAccount to file reports and forms on behalf of your charity.

    Sign into your charity’s customer account on the MyAccount Login page.

    Once logged in, scroll to the bottom of the page and click on New Filing beside your charity.

    There will be a pop-out from the right hand side, click on Existing Charity at the top and then click on Start for your charity.

    Details on how to log in and locate the Annual Report form are available in Appendix 1 of the Annual Report User Guide available here.

  • How do I access my charity’s customer account – MyAccount?

    You need your login name and password to access the charity account.

    Sign into your charity’s customer account on the MyAccount Login page

  • I cannot remember my password can you help?

    You need your login name, password and access to the email address in your customer account to reset your password.

    Your customer account is not the charity account it is an individual account set up by the charity to access the charity account.

    You can reset your customer account’s password by clicking on the Forgot Password link on the MyAccount Login page.

    A message will be sent to the email address on the customer account.

    If you do not have access to this email address or do not know what it is you will need to create a new customer account by clicking on Create Account.

    An email will then be sent to the email address you have provided. This email contains a verification link

    Once logged in, click on Start New Filing.

    There will be a pop-out from the right hand side, click on Existing Charity at the top.

    Then enter your Registered Charity Number in the Search for a Charity bar.

    You can then file an Authorised Filer form on behalf of the charity.

    A letter of approval signed by at least one currently listed Charity Trustee must be uploaded with this form – see page 3 of the user guide here.

    Important: Submitting this form does not give you immediate access to the charity’s account. This form must be assessed and verified by the Charities Regulator. Processing of this form may take 1-2 working days.

    When we've reviewed the form, we will send you an email confirming your authorisation.

    The next time you login to MyAccount, you will see the charity listed under 'My Charities'.

  • I cannot remember my login name can you help?

    You need your login name, password and access to the email address in your customer account to access the charity account.

    Your customer account is not the charity account it is an individual account set up by the charity to access the charity account.

    Your login name was created when the customer account was set up.  Your Login name can be an email address or simply a name.

    If you are inputting an email address or a name as the login name and it is not recognised this is not your login name and you will need to create a new user account by clicking on Create Account.

    An email will then be sent to the email address you have provided. This email contains a verification link.

    Once logged in, click on Start New Filing.

    There will be a pop-out from the right hand side, click on Existing Charity at the top.

    Then enter your Registered Charity Number in the Search for a Charity bar.

    You can then file an Authorised Filer form on behalf of the charity.

    A letter of approval signed by at least one currently listed Charity Trustee must be uploaded with this form – see page 3 of the user guide here.

    Important: Submitting this form does not give you immediate access to the charity’s account. This form must be assessed and verified by the Charities Regulator. Processing of this form may take 1-2 working days.

    When we've reviewed the form, we will send you an email confirming your authorisation.

    The next time you login to MyAccount, you will see the charity listed under 'My Charities'.

  • I have logged into MyAccount but cannot access any forms including the Annual Report. What am I doing wrong?

    a) If you have never accessed your customer account in our new IT system:

    You will need to update your contact information in My Profile before you can submit forms for the first time.

    Click on this symbol at the top right of the screen, and click on My Profile.

    Click the Edit button and fill in the First NameLast Name, and Phone Number.

    Click on Save and then return to the Dashboard.

    You will now be able to access any forms to manage your charity including the Annual Report form.

    or

    b) Your MyAccount is not linked to your charity:

    You will need to file an Authorised Filer form to access and file submissions on behalf of the charity.

    Once logged in, click on Start New Filing.

    There will be a pop-out from the right hand side, click on Existing Charity at the top.

    Then enter the Registered Charity Number you wish to file for in the Search for a Charity bar.

    You can then file an Authorised Filer form on behalf of the charity.

    A letter of approval signed by at least one Charity Trustee currently listed on the Register of Charities must be uploaded with this form – see page 3 of the user guide here.

  • Why do I need to submit an Annual Report for my charity?

    Under the Charities Act 2009, every charity registered in the State must provide an Annual Report to the Charities Regulator.

    Please see the Submitting Annual Reports section below.

    To see the User Guide for the Annual Report form click here.

  • Do I need to upload any documents with my Annual Report?

    You may wish to upload a copy of your accounts when you are submitting your Annual Report – however this is not mandatory at this time.

    If you do, please ensure they are in PDF format and less than 5mbs in size.

  • Why can’t I write more to describe my charity’s activities?

    This section is limited to 500 words – if you wish to add more information do so by uploading a PDF as an optional attachment in the Documents section of the form.

  • Do I have to update or reconfirm my Charity Trustees as part of the Annual Report?

    No, there is no requirement to update or reconfirm your charity trustees as part of your annual report.

    However, you are required to keep your charity’s details including changes of Charity Trustees up-to-date and accurate. You should update your Charity Trustees as the changes occur within your charity.

  • I am working on behalf of a charity but do not have access to MyAccount. How can I file an Annual Report or other forms for this charity?

    You will need to create a user account by clicking on Create Account if you do not already have a customer account (MyAccount).

    Once logged in, click on Start New Filing.

    There will be a pop-out from the right hand side, click on Existing Charity at the top.

    Then enter the Registered Charity Number you wish to file for in the Search for a Charity bar.

    You can then file an Authorised Filer form on behalf of the charity.

    A letter of approval signed by at least one Charity Trustee currently listed on the Register of Charities must be uploaded with this form – see page 3 of the user guide here.

  • My charity has changed its next Financial Year End date, how do I update my charity’s account?’

    You must be logged into MyAccount to update your charity’s Financial Year End date.

    You should file a Change in Financial Year End form.

    When you change your financial year-end it may affect your next annual report to the Charities Regulator as there must be continuous annual reporting i.e. there can be no gaps.

    To see the User Guide for this form click here.

    Please note, you should open a new Annual Report form once you are notified that the charity’s Financial Year End has been changed. Do not submit any existing draft Annual Report forms as these will undo any change to your Financial Year End.

  • I made a mistake in the annual report, can I correct it?

    Yes. However, you do not have access to the annual report once it has been submitted and registered on our system so you will be unable to edit the report or add any documents. You should contact the Charities Regulator to request the return of the report. You will be contacted directly when the annual report is available for you to access and edit.

  • How do I update my Charity Trustees?

    You must be logged into MyAccount to update your Charity Trustees.

    You should file a Maintain Trustees, Connections and External Advisors form.

    Use this form to update, add or remove charity trustees, or to update information relating to connections and external advisors.

    To see the User Guide for this form click here.

    This form will appear blank. It is recommended that you start with the ‘Delete Trustee’ section of the form. You can use the same form to make all changes to your board of charity trustees.

    Please note, a full residential address (including Eircode) is required for each trustee. You can enter the address or Eircode in the Search Address bar and then click the result to autofill the address.

What is the Annual Report?

A charity’s Annual Report describes its activities and financial affairs for the preceding twelve months. The contents of the report are published in the online Public Register of Charities and help to inform the donors and the general public of:

  • What your charity has done over the last 12 months to further each of its charitable purposes
  • Who your charity has helped
  • How your charity raised and spent funds  
  • Where the benefits of your charity’s work were felt

Aside from complying with the law, submitting an Annual Report provides charities with an excellent opportunity to showcase the good work that they do and to demonstrate their commitment to good governance, transparency and accountability.

Submitting Annual Reports

Every charity registered in the State must provide an Annual Report to the Charities Regulator.

It is the responsibility of Charity Trustees to ensure that their charity submits accurate Annual Reports on time - failure to do so could lead to the Charities Regulator taking enforcement action.

Please note that annual activity reports submitted will be published on the public Register of Charities.  Accounts for companies registered with the Companies Registration Office will also be made available on the public Register of Charities.  

What information is required for the Annual Report?

Activities: You will need to describe your charity’s activities during the reporting period.  Particular care should be taken to demonstrate that your charity has undertaken activities in furtherance of its charitable purposes.  For example, a charity with the purpose ‘the prevention or relief of suffering of animals’ should make clear from the description of their activities that they are actively and exclusively pursuing this purpose.  Where a charity has more than one charitable purpose, it should be able to demonstrate the pursuit of each purpose.

You will also be asked to indicate the section(s) of society that has benefited from your charity’s work, the number of people that have volunteered with your charity during the year and the number of staff employed by your charity.

Financial: You will be required to provide us with details of your charity’s gross income and expenditure.  This includes the sources of your charity’s income and how much your charity has spent on staff costs over the year.

Documents: You may wish to upload a copy of your accounts when you are submitting your annual report.  If so, please ensure they are in PDF format and less than 5mbs in size.  

Schools: Some of the information required in the Annual Report form for schools has been pre-filled – for more details please see the Schools Annual Report user guide.

 Please note:

  • the Charities Regulator may, in some circumstances, require additional information or documents.
  • annual activity reports & accounts submitted will be made available on the Public Register of Charities.  

How do I submit my charity's Annual Report?

Annual Reports are submitted via your charity’s online Charities Regulator account.

When is my Annual Report due?

Ten months after your charity’s financial year-end date.  For example, if your charity’s financial year-end date is 31 December, the Annual Report is due before 31 October. 

In recognition of the current public health crisis, the Board of the Charities Regulator has exercised its power to specify an alternative period for the filing of any annual report which was due to be prepared and submitted to the Charities Regulator on any date from 12th March 2020 to 15th December 2020 inclusive.

Annual reports which were due to be filed with the Charities Regulator on any date from 12th March 2020 to 15th December 2020 inclusive, may now be submitted to the Charities Regulator at any time up to 16th December 2020.