Financial responsibilities for incorporated associations
Preparing your association's annual financial report
How to prepare a financial statement and annual report returns for the OFT depending on the value of your association’s current assets and revenue
Lodging your association's annual return
Find out what you need to put into your return. Get details of the financial statement, return form and the reportable financial year.
Appointing an auditor or verifier
Find out about auditing or verifying your financial statements. Get details of who can be an auditor, how to appoint them and what they need from you.
Keeping your association records
Find out about your association’s financial records, which you need to hold for 7 years. Get details of what sorts of records you will need to keep.