Downloadable Products for Charity Trustees and for Independent Examiners in England, Wales & Scotland

This useful bundle of standards letters, minutes, elections and checklists which both charity trustees and Independent examiners can use to comply with the statutory process of appointing an Independent Examiner and conducting an Independent Examination.

This helps to record all the work required of an examiner to comply with the statutory directions, for all sizes of charity up to the £500,000 threshold. It complies with legislation in all parts of the UK. In a systematic way, the examiner steps through all the required processes, and records the evidence upon which the conclusions set out in the report are based. It is designed at three levels of complexity :- simple, basic and more complex.. Please note that this product includes the £8 document bundle above also.

This is an Excel based file, which sets out all the requirements and exemptions for a valid Trustees Annual Report. It enables the user to work through the file, generating text and data for the report, so that a fully compliant report can be prepared. There is no limit on the number of charities for which it can be used. It is appropriate for very small charities to very large charities. Accountants can email the file to their own clients, so that charity trustees can have the tools to draft a compliant report, or charities can buy it for their own use. The TAR drafting tool also includes a full accounts disclosure checklist.

And if you are an accountant, you might be interested in visiting our main web site www.sorpaid.com and buying our VT charity templates. These require the well known VT software suite of accounts production programmes and Excel to be installed on your computer . With these templates, you can produce SORP compliant final accounts. They cost £125 plus VAT for an unlimited number of charities, or £45 plus VAT if you only want to use them for one charity.