The checklist covers everything you will need to consider, do and have ready to complete the 2016 Annual Information Statement.

alert icon Please note, Annual Information Statements prior to 2017 are no longer available online. If your charity needs to complete one of these Annual Information Statements, contact the ACNC on 13 22 62 or via the enquiry form.

Before you start

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

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

The ACNC has three different charity size categories based on revenue for the reporting period. Your Annual Information Statement questions and other obligations vary depending on your charity’s size.

  • Small charities: annual revenue is less than $250 000
  • Medium charities: annual revenue is $250 000 or more but less than $1 million
  • Large charities: annual revenue is $1 million or more.

alert icon Read more at about Charity Size

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

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Apply to report as a group, if your charity is part of a group of registered charities and you would like to report together

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

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

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Information to have on hand

Get the information below ready to help you log in and answer the questions

  • Your Charity Portal username and password. If needed, reset your password through the ACNC Charity Portal.
  • 2016 Annual Information Statement Guide. This will help you answer every question in the Annual Information Statement.
  • Annual report and project reports. These will help you answer questions about your charities activities, beneficiaries, employees and volunteers. There are opportunities to cut and paste from these documents into the Annual Information Statement. Alternatively, if these documents are online, you can link to them.
  • Pay As You Go (PAYG) payment summaries. This will help you when you are answering the question about employees.
  • Funder/donor/grant acquittal reports. This will help you answer questions about your charities activities and beneficiaries.

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 persons’ declaration about the statements and notes (responsible entities’ declaration) – signed and dated. Download a responsible persons’ 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?

Log in to the ACNC Charity Portal and complete your Annual Information Statement. And don’t forget to press ‘submit’ when you have finished!