Charity Accounts

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Charity Accounts

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• SimpleStep^®
• Check and Finish^®
• Flexible and customisable disclosures

Made simple.

Simple. Intuitive. Cost-effective.

Made simple.

In 2023, we introduced FRS 102 MLA - Medium & Large Accounts, and in 2024, we launched Group Accounts our consolidation module. Now, our fantastic development team is working hard on an exciting new release for 2025: Charity Accounts for TaxCalc Accounts Production.

Simple, intuitive and cost-effective, Charity Accounts enables the production of SORP-compliant charity accounts and makes the preparation of financial statements effortless.  Special features include:

Charity Accounts features

Create unlimited funds and activities

Create as many funds and activities as required.

New accounts-style
posting batch

Ensures fund reporting is accurately represented in the accounts.

Drill-down into fund and activity amounts from reports

Drill down from reports to fund and activity totals to trace back to posting entries.

Enjoy all the features and functionality that make TaxCalc Accounts
Production a joy to use, such as:

• Automatic iXBRL tagging
• Editing on-the-fly
• Bookkeeping integrations

All this, as well as the benefits of the wider TaxCalc ecosystem such as electronic signatures,
Companies House advanced integration and automated client communications.

How many of each charity type do you prepare accounts for:

If you are preparing accounts for unincorporated charities, how many are you preparing of each type of account:

What range of incomes do your charity clients fall within (tick all that apply)?

How many of your charity clients are based in: