alert icon Please note, the 2015 AIS is no longer available online via the ACNC website. If your charity needs to complete its 2015 AIS, contact the ACNC on 13 22 62 for more information on how you can access the form.

Before you start (optional)

Ask if your charity can report on a period that is not 1 July to 30 June

Log into the Charity Portal. More information on reporting due dates.

Ask to keep your charity’s usual size (small or medium)

Submit Form 4D: Apply to keep charity size. More on charity size

Apply to report as a group, or to report using bulk lodgement

More on group reporting and bulk lodgement

Before you start (recommended)

Read the 2015 Annual Information Statement guide, which includes information on every question asked in the Annual Information Statement.

Confirm your charity's size - small, medium or large - Your size affects the financial information you need to provide in the Annual Information Statement and if you need to submit a financial report (and if it needs to be audited or reviewed).

More on charity size.

Check your charity's entry on the ACNC Register

Check that the information is correct. If not, be sure to correct it in the Annual Information Statement or through the Charity Portal.

Provide your charity’s Responsible Persons’ details

As part of the Annual Information Statement we will ask if your Responsible Persons’ details on the ACNC Register are current and accurate. Save time and do it now. Log in to the Charity Portal.

Provide your charity’s Governing Documents

As part of the Annual Information Statement we will ask if the Governing Documents that are uploaded on the ACNC Register are current and accurate. Save time and do it now. Log in to the Charity Portal.

Check if your charity has a reporting exemption

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

More on signing forms.

Work out if your charity can use any transitional reporting arrangements

More on transitional reporting arrangements

Work out if your charity uses cash or accrual accounting

More on cash and accrual accounting

Decide which type of financial statement your charity needs to prepare: general purpose or special purpose (medium and large charities)

More on general and special purpose financial statements

Collect the suggested documents to help you answer the questions

Your Charity Portal username and password - Reset your password Charity Portal login page.

Annual report and project reports - These will help you answer questions about your charity's activities, beneficiaries, employees and volunteers. There are opportunities to copy and paste from these documents into the Annual Information Statement. Alternatively, if these documents are online, you can link to them.

Organisational chart - This will help you when you are answering the question about employees and volunteers.

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, as well as the optional questions about reporting to other agencies (which also ask you to estimate the number of hours spent reporting to other government departments and agencies).

Balance sheet and income statement for the reporting period - If you have this information you will be able to complete the financial information section. The item lines are in the 2015 Annual information Statement guide.

Prepare financial documents to submit - Depending on you charity size and whether transitional reporting arrangements apply, you will need to upload different documents when completing the Annual Information Statement.

Medium charities with no transitional reporting arrangements must submit: (optional for small charities)

  • 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 - signed and dated.
    • reviewer’s report/auditor’s report - signed and dated.

Large charities with no transitional reporting arrangements must submit: (optional for other sizes)

  • 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 - signed and dated.
    • auditor's report - signed and dated.

Before you submit

Check that all of the prepopulated information is correct - If there is an incorrect entry, correct it.

Check the financial information question totals - For each charity, make sure the totals in the Annual Information Statement match the totals in their financial statements.

After you submit

Prepare for next year and review your record-keeping practices - When your charity keeps good records, it makes reporting easier.