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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