Update required

Name of Form

Purpose of Form

Classification

Charity Classification form

Use this form to select your organisation’s charity classification. More information on the charity classification standard is available. Our step-by-step guide provides an overview.

Update trustees

Update Trustees, Connections and External Advisors

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

Explainer: Connections exist where there are family relationships, business partnerships or contracts of employment between charity trustees with any of your employees or suppliers of goods or services. Any relevant connections should be notified to the Charities Regulator.

Verify charity details

Charity Details Verification

Use this form as a one-stop solution for updating your charity’s details. You should use this form to check that all of charity’s details are correct.

The form will auto-populate the details from the Register and you can use this form to check they are correct.

If they are not correct the form allows you to update your details including; your telephone number; email address; address of the charity; Companies Registration Office number and Revenue Charitable Tax Exemption (CHY) number.

Explainer: The principal address generally refers to the location where the charity trustees direct, control, and coordinate the charity’s activities. For a charity that is a company, the principal address will normally be the registered address of the company as listed in the Companies Registration Office.

We suggest you input a dedicated telephone number here for your charity rather than a personal number.

We suggest you use a dedicated email address for your charity rather than a personal email address and ensure that more than one person has access to it, for example charityname@gmail/hotmail/yahoo.ie.

Allows a person to submit forms on behalf of the charity (Authorised Filer)

Authorised Filer

Use this form to update who can access a charity’s account in MyAccount. We have a range of resources to help you in this process. Our step-by-step guide provides a visual overview and our ‘How to’ video takes you through each stage of the process.

Submit your Annual Report

Annual Report

Use this form to submit your Annual Report. Every year a charity must submit an Annual Report to us within 10 months of the end of their financial year. We have an Annual Report webpage detailing the information required to complete the report.

Updating your constitution or charitable purposes

Submit a Constitution / Update your Charitable Purposes Form

Use this form to submit a copy of your constitution or to inform us that you are proposing changes to your charitable purpose(s), main object, income and property or winding up clauses.

The constitution or governing document is the legal document setting out what your charity is set up to do and how it operates. It may also be known as the ‘rules’, depending on the organisation's legal structure.

The majority of changes that charity trustees may want to make to the constitution of a charity do not need to be reviewed by the Charities Regulator before they are made. However, you must still submit a copy of your most up-to-date constitution to us.

Some changes, however, must be reviewed by the Charities Regulator before they are made. They are:

• Main Object
• Charitable purpose
• Income and Property Clause
• Winding up clause

If you intend to change any of these, you must submit the proposed changes to us. We will conduct a review of your constitution to ensure your constitution will remain compliant with the requirements of the Act to be a charitable organisation.

You should indicate clearly the proposed changes in the document you upload for review. For example you can track the changes on the existing document.

Update your charity’s compliance status with the Charities Governance Code

Maintain Charities Governance Code Status form

Use this form to inform us of your level of compliance with the Charities Governance Code. Charities are required to confirm their compliance status with the Charities Governance Code when submitting their annual reports. However, if your charity is not fully compliant or has not finished its compliance process, you can still file your annual report. You use this form to update or amend your compliance status with the Charities Governance Code when further progress is made.

Further information is available through our Annual Report webpage.

Update address, email address, telephone number

Maintain Contact and Locations of Operation Details

Use this form to update your charity’s address, email address and telephone number.

Explainer: The principal address generally refers to the location where the charity trustees direct, control, and coordinate the charity’s activities. For a charity that is a company, the principal address will normally be the registered address of the company as listed in the Companies Registration Office.

We suggest you input a dedicated telephone number here for your charity rather than a personal number.

We suggest you use a dedicated email address for your charity rather than a personal email address and ensure that more than one person has access to it, for example charityname@gmail/hotmail/yahoo.ie.

Update charity’s name

Change of Name

Use this form if you have or are proposing to change your name.

This change requires the consent of the Charities Regulator so you must not adopt the changes until you have received this.

Update bank Account

Maintain Bank Account

Use this form to update your Bank/Credit Union/Electronic Payment Service account(s). You are required to submit details of all account(s).

Adding or changing professional fundraisers

Maintain Fundraiser Details

Use this form to add or remove professional fundraisers.

Explainer: A professional fundraiser is a person or company to whom an organisation may pay fee to assist them in fundraising, this includes online platforms were you might pay a percentage of the funds raised for the service provided.

Change financial year end

Change in Financial Year End

Use this form to change your financial year-end. You will need to provide your current financial year end, when you changed your financial year end and what the new date is. You will need to explain how you ensure there is no gap in your reporting.

To wind up your charity

Winding up and Deregistration of a Registered Charity

Use this form to wind up and deregister your charity.

If you are a section 40 charity (you were set up prior to 16 October 2014) you will need to contact the Revenue Commissioners in relation to winding up your charity.

Explainer: Guidance on Winding up a charity