Trustees Report Drafting Tool

Prepare a FRS102 SORP 2015 (complies with all current versions of the SORP) Compliant Trustees Report - for firms of accountants and charity trustees.

This is a Word 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.

Under the Accountant's licence, for £15  there is no limit on the number of charities for which it can be used.

Under the Trustees' licence for £10 it can only be used for one charity.

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 and return it to their accountants for inclusion in the accounts, or charities can buy it for their own use.

It consists of a document file that helps charity accountants and charity trustees with the following governance tasks:

• Preparing a FRS102 SORP 2015 (in all versions) compliant Trustees Annual Report  (The TAR)
• Ensuring the TAR complies with all legal and professional disclosure requirements that are additional to the SORP
• Pointing out those exemptions that are available to smaller charities (as defined in the SORP), and when good practice suggests a charity should not claim the exemptions.

The file allows a firm of accountants to send a pro forma by email to their clients who can then draft the report, and send back a finalised document for inclusion in the final accounts.

Alternatively, it can be used by trustees as a standalone tool, to produce a TAR which can be sent to the accountant, examiner or auditor of the charity.

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