Charities, Charitable Trusts & Non-Profits

Helping those who give so much

We love working with charities, charitable trusts and not-for-profits as they do their bit to change our world.

GST and Tax Returns

We know you’ve got better things to do than stare at reports, work out GST or think about tax. Your organisation needs your time and direction and we’re here to help you get back to it.

Stay compliant

We’ll take care of your compliance requirements by handling the preparation and lodgement of your organisation’s tax returns and GST returns. We’ll also prepare your annual financial statements and take care of ACC management. You can always contact us via email if you have any questions.

In New Zealand, all registered charities are required to file an annual return with Charities Services within six months of their balance date (financial year end). We can help you with:

1. Preparing Financial Statements or Performance Reports:

Tiers 1 and 2: Prepare financial statements in line with the reporting standards.

Tiers 3 and 4: Prepare a performance report according to the relevant standards.

2. Completing the Annual Return Form:

We ensure the details are kept up to date for the charity’s account on the Charities Services website.

Filing the annual return is crucial for maintaining your charity’s registration status. Failure to do so can result in deregistration.

Board Reporting and Forecasting

As you well know, charities & non profit organisations have onerous board reporting requirements. We take the time and stress out this by handling it for you. Our team are experienced in this area and can help you with forecasting and benchmarking as well.

Trust Administration

Our team will make sure your trust is compliant, keeping you up to date on the Charities Register.

We have years of experience in helping charities pass audits and would love to help your non-profit organisation or charity too.

See our sister company Accounting for Good Ltd for more of our services for Charities and Not-for-Profit.