TaxCalc Charity Accounts gives you a clear and efficient way to produce SORP-compliant charity financial statements without adding complexity to the accounts process.
From £87 per year
Prepare compliant charity accounts more efficiently with charity accounting software that practices can rely on for accuracy, fund reporting, and smoother workflows.
Produce SORP-compliant charity accounts in a familiar workflow, reducing rework, and helping your team stay on top of complex disclosure requirements.
Create unlimited funds and activities, with drill-down directly from the final accounts to to show exactly where the postings figures are generated from
Get charity-specific functionality alongside live editing, automatic iXBRL tagging, and bookkeeping integrations already built into charity accounting software that works inside Accounts Production.
Charity Accounts extends Accounts Production with the functionality needed to deliver SORP-compliant charity reporting, while keeping the same clear workflow, live editing, and compliance checks your practice already uses.
Charity Accounts is an add-on to Accounts Production, so you need Accounts Production to use it.
Expand your Accounts Production setup further with add-ons that support more complex reporting requirements as your client base grows.
Extend Accounts Production to create full FRS 102 accounts for medium and large companies and LLPs, with the extra disclosures needed for more complex entities.
Prepare consolidated accounts with advanced drill-down, seamless switching between parent and group, and fully automatic iXBRL tagging.
Across the wider TaxCalc suite, all products are built on a single platform with one shared database, so data sharing sits at the heart of the system. Combine Charity Accounts with Tax Return Production, Engager, eSign Centre and other TaxCalc tools to speed up jobs, reduce rekeying and keep your practice connected
.png)
Whether you need help with preparing charity reports or using any part of your Accounts Production set-up, our UK-based support team is on hand to help. Our advisors understand accounting workflows and compliance requirements, so you can get clear, practical support by phone, email or directly from within the software.
Liam McHugh, Managing Partner at Steve Pye & Co, knew his firm needed a change. With offices in Norwich and King’s Lynn, a team of 35 staff, and 2,200 clients, the firm had outgrown its previous software. One of the elements it benefited from was TaxCalc’s Charities module. Liam says: "Having previously used IRIS (for charity accounts) and then switched to Excel spreadsheets and Word documents, the module is significantly quicker than IRIS and a lot more flexible, especially when it comes to the layout and detail which can be included in the report of the trustees. It's also really easy to set up and maintain the different funds which a charity can hold."
Charity Accounts works best as part of a connected compliance workflow. These products help you prepare accounts, get approvals and keep company data accurate across the rest of your practice.
Prepare and file statutory accounts efficiently across a wide range of client types, with Charity Accounts extending that workflow for charity clients.
Get documents approved faster with secure electronic signatures.
Quickly on-board new Limited Company clients including incorporated charities and keep company data up to date and accurate.
Explore practical guidance and product learning to help you get more value from charity accounting software that practices use to prepare charity financial statements and stay compliant.
%20-%20Charity%20accounts%20with%20TaxCalc.png?width=700&height=500&name=Video%20(previous%20webinar)%20-%20Charity%20accounts%20with%20TaxCalc.png)
