UHY_NotForProfit_Sector iconAn important change regarding filing annual returns came into effect on 1st July 2014 for all charities with total gross income exceeding $10,000: an annual return is no longer complete until payment is received.  Previously when an annual return was filed, a tax invoice was sent as notification that payment was due.  However from July onwards when an annual return is filed by your charity you will need to make payment to complete the process.  Following payment a tax receipt will be issued for your records.  Although an easy way to ensure a smooth process can be to both file and pay online, paper-based filing is still acceptable.

Filing annual returns is important for charities to allow public access to their information.  Charities with a high degree of accountability and transparency inspire greater public trust and confidence in the charities sector.

The various filing options available are:

  1. File your annual return online and pay online.
  2. File your annual return online and pay by cheque.
  3. File a paper-based annual return and pay by cheque.
  4. File a paper-based annual return and pay online.

As per previous requirements, there is no payment required from charities when filing annual returns if their total gross income is less than $10,000.

If you have any questions please email info@charities.govt.nz, or free phone 0508-242-748.