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Trustees Report Drafting Tool for 2015 SORPs - Single charity version

Price : £10.00 | Product Code : TAR 2015 SINGLE


Prepare a FRS102 SORP 2015 (2016 modified version) Compliant Trustees Report - Single charity version for use by charity trustees

This is a Word based file, which sets out all the requirements and exemptions for a valid Trustees Annual Report. It enables the user to work through the file, generating text and data for the report, so that a fully compliant report can be prepared.

Under the licence, it can only be used for one charity.

It is appropriate for very small charities to very large charities.

It consists of a document file that helps charity trustees with the following governance tasks:

  • Preparing a FRS102 SORP 2015 (2016 modified version) compliant Trustee Annual Report  (The TAR)
  • Ensuring the TAR complies with all legal and professional disclosure requirements that are additional to the SORP
  • Pointing out those exemptions that are available to smaller charities (as defined in the SORPs), and when good practice suggests a charity should not claim the exemptions.

It can be used by trustees as a standalone tool, to produce a TAR which can be sent to the accountant, examiner or auditor of the charity.

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What the tool consists of
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Purchasing and required software

This is the single charity version, and can only be used  for one charity. It would be a breach of the licence to use it for more charities.

If you need a multi charity version, then click on the product link below:-

Multi charity version  http://shop.sorpaid.com/product.php?id=245

This single charity version is designed either for an accountant who only has one charity client, or for use by trustees of a charity.

An examiner or auditor is prevented by independence rules from drafting the TAR, as the examiner or auditor has to certify that the TAR is not materially inconsistent with the accounts. However, it is often the case that trustees will need assistance, as they may lack the necessary expertise, and this tool provides that assistance.

Trustees can insert appropriate text in the relevant places. The completed file can then be given to the examiner or auditor of the charity to be dropped in to the accounts.

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