Skip to main content

The checklist covers everything you will need to consider, do and have ready to complete the 2017 Annual Information Statement (AIS).

Visit the About the Annual Information Statement page for a wider overview of the AIS process and information on complying with your reporting obligations to the ACNC.

Before you start

Previous Annual Information Statements

Before you submit your 2017 AIS, please confirm that your past years’ reporting is up to date. Log into the ACNC Charity Portal and check whether your charity has any outstanding reporting requirements.

Information you need to know

Confirm which period you are reporting on. If your reporting period is not the standard 1 July to 30 June financial year, log into the ACNC Charity Portal and fill out Form 4A Request a substituted accounting period to request to use a different reporting period.

Confirm your charity’s size – small, medium or large

Make sure you are the right person to sign and submit the Annual Information Statement

Apply to report as a group, if your charity is part of a group of registered charities and you would like to report together (i.e. prepare consolidated financial statements)

Report using bulk lodgement if you wish to lodge Annual Information Statements for more than 10 charities on a single form

Ask the ACNC for charity information to be withheld (in limited circumstances)

Information to have on hand

Have the following information ready to help you log in and answer the questions.

  • Your Charity Portal login details.
  • 2017 Annual Information Statement Guide. This will help you answer every question in the Annual Information Statement. Have it ready to refer to, or open in a separate web browser tab or window.
  • Avoiding mistakes when completing your 2017 Annual Information Statement. This handy list will make filling in the financial sections of your 2017 form easier by helping you avoid common errors charities have made in previous years.
  • Annual reports and project reports. These will help you answer questions about your charity’s activities, beneficiaries, employees and volunteers. The 2017 Annual Information Statement also asks registered charities to upload or link to their most recent annual report (optional) so it can be displayed on the ACNC Charity Register.
  • Pay As You Go (PAYG) payment summaries. These will help you when you are answering the question about employees.
  • Funder/donor/grant acquittal reports. This information will help you answer questions about your charity’s activities and beneficiaries.
  • Your charity’s Incorporated Association Number, as well as selected information about selected information about your organisation’s annual general meeting, membership and fundraising. The ACNC is working with a number of states and territories to implement streamlined reporting. To support these efforts, many charities will be asked to submit information about their operations or fundraising so that they won’t have to report multiple times to multiple regulators. These questions are contained in Section F of your 2017 AIS. For more information, refer to the 2017 AIS Guide.

Financial documents

Balance sheet or statement of financial position, and statement of profit or loss and other comprehensive income for the reporting period.

  • Medium and large charities with no transitional reporting arrangements must submit financial statements for the reporting period, including:
    • statement of profit or loss and other comprehensive income
    • statement of financial position
    • statement of changes in equity
    • statement of cash flows
    • notes to the financial statements
    • Responsible People’s declaration about the statements and notes (responsible entities’ declaration) – signed and dated. Download a Responsible People’s declaration template at the ACNC's Templates Page.
    • reviewer’s report/auditor’s report – signed and dated. Download a reviewers’ report/auditor’s report template at the ACNC's Templates Page.

Ready to go?

Return to the 2017 AIS Hub, click on the “Submit 2017 AIS” button and log into the Charity Portal at and complete your AIS.

Once you have filled in your AIS, you can view and print a PDF preview of your form prior to submission. To do so, click on the Preview button, located on the bottom of the Declaration page at the end of the online form.

Once you are ready to submit, press the Submit button. If you do not press Submit, we will not receive the information.