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Video User Guide & Steps Process

Provided below are our support videos that demonstrate the step by step process for using our VT Charity Templates.

NOTE: Please note that some step numbers are omitted as they are reserved for future developments and legislative changes. All the videos below are also available via our dedicated YouTube Playlist.

Scroll & Click to View Steps

Overview of the Steps Process
STEP 1: Setting VT Properties
STEP 2: Establishing the Legal Status
STEP 3: Legal Conditions to be met
STEP 4: Name and Address etc
STEP 5: Type of Company Charity
STEP 7: Overseas Jurisdictions
STEP 8: E&W Charity Registration
STEP 8: Scotland Registration Details
STEP 8: NI Charity Registration
STEP 9: Scrutiny of Reg Societies
STEP 10: Scotland Scrutiny
STEP 10: NI Scrutiny
STEP 10: E&W Scrutiny
STEP 12: Entering the TAR Overview
STEP 12: TAR Further Guidance
STEP 21: Validity of Appointment
STEP 22: Planning
STEP 23: Overview Trial Balance
STEP 23: Trial Balance Further Info
STEP 24: Prior Year Funds
STEP 25: Breakdown of Income
STEP 25a: Supplementary Note
STEP 26: Choosing Modules
STEP 27: Defining Activities
STEP 28: Income by Activities
STEP 29: Analysing Costs
STEP 24: Prior Year Funds
STEP 30 - Reallocating
STEP 24: Prior Year Funds
STEP 31: Transfers
STEP 32: Entering Data
STEP 33: Analysis Differences
STEP 34: Processing Notes
STEP 35: AC Policies
STEP 36 - I&E ac
STEP 37: Entering Detail PL1
STEP 38: Last Year Sofa
STEP 39: Cash Flow Statement
STEP 40: Formatting
STEP 41: Finalisation Data
STEP 42: Finalisation
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