Annual monitoring return video tutorial
Welcome to the Charity Commission for Northern Ireland’s video tutorial on how to submit your annual monitoring return (AMR). This tutorial provides an overview of the online AMR submission process and is one of a range of guidance and support tools, which are aimed at supporting your organisation in completing your AMR. Other resources, some of which are referred to in this tutorial, are available in the Annual Reporting support section of the Commission’s website
It may be useful to watch the video with a copy of the screenshots guidance, available below.
You can watch the whole video, which lasts 28 minutes, or you can watch the parts which are most useful to your charity.
We would advise everyone to watch the introductory section of the video as it provides practical tips and checklists to ensure you can access the AMR and prepare to complete it. You should also view all sections that are mandatory for your charity.
If you are a small charity and are not required to complete Part B and C of the AMR, you may wish to skip these parts of the video. The table below sets out the timings in the video by section, so you can view only those parts most relevant to you.
NOTE: The first 5 mins provides a checklist of what documents and information are required and how to attach them. There is also information about how to begin your AMR and how the status of your charity will appear on the register when you submit your AMR.
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Part of AMR |
Which charities must complete this? |
Where to find the guidance that deals with this in the video |
|
Confirm charity details are correct |
All charities |
Begins at: 5.04mins (or click here to watch this section of the tutorial only, on YouTube) |
|
Part A |
All charities |
Begins at: 7 mins (or click here to watch this section of the tutorial only, on YouTube) |
|
Part B |
Charities with a gross annual income between £10,000 and £250,000 |
Begins at: 16.37 mins (or click here to watch this section of the tutorial only, on YouTube) |
|
Part C |
Charities with an income of more than £250,000 |
Begins at: 23 mins (or click here to watch this section of the tutorial only, on YouTube) |
|
Declaration |
All charities |
Begins at: 24.06 mins (or click here to watch this section of the tutorial only, on YouTube) |
The Commission has also produced a Public benefit toolkit - reporting public benefit in the trustees annual report, designed to assist charity trustees, management committees and charity boards to report on how their charity has met the public benefit requirement.
