Foundation Charity Finance Bristol

Accounting and reporting Gift Aid Tax and VAT

Wednesday 23 October 2019

Saffery Champness
St Catherine's Court
Berkeley Place
Clifton BS8 1BQ

An introductory day, looking at the differences between charity accounts and corporate reporting. It focuses not only on the preparation of information but the interpretation of accounts for those who are charged with reading and understanding them.

This course will aim to impart some key facts but use interactive case studies to get all participants involved.

We will close the day with an update on topical matters and invite any attendees to inform us in advance of items they would like to see covered. We will do our best to tailor this final session to the interests of those attending.

What will individuals gain from attending the course?
You will gain an awareness of how to prepare and review a set of charity accounts and the key items to look out for. You will learn about the key risk factors when planning charitable activities and how to facilitate a discussion of key policies at board level.

What skill level is this course?
This course is ideal for:

  • those with some financial knowledge who are new to charity accounting including trustees,
  • those coming back to charity accounting who would like a refresher, and
  • those working in charity finance who are moving more towards the preparation of statutory accounts.


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9.30 - 10.00

Registration and refreshments

10.00 - 10.15

Introduction to charity accounts

10.15 - 11.15

Accounting issues for charities

11.15 - 11.30


11.30 - 12.00

Introduction to fund accounting

12.00 - 12.45

Introduction to charity VAT

12.45 - 13.30


13.30 - 14.00

Introduction to direct tax

14.00 - 14.30

Group exercise - practical issues arising in the preparation of accounts

14.30 - 14.45


14.45 - 15.30

The Trustees' Report

15.30 - 16:00

Hot topics



Charities - Members£115.00
Charities - Non-members£135.00
Community Leisure UK - Members£115.00
Community Leisure UK - members£135.00

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