Charities • Mid Sussex
Charity Independent Examinations in Haywards Heath
Independent examination of your charity's accounts, with practical help for trustees and treasurers in Haywards Heath and across Mid Sussex.
- Independent examination report for your accounts
- Accounts preparation if you need it
- Trustees: clear, practical guidance
- Charity Commission filing deadlines tracked
How we help charities
Independent examination
We examine your accounts and records and provide the independent examiner's report your charity needs.
Accounts preparation
We can prepare the accounts in the right format, receipts and payments or accruals, before the examination.
Support for treasurers
Practical help with bookkeeping, Xero and Gift Aid records for volunteer treasurers.
Deadlines tracked
We remind you of your annual return and accounts deadlines with the Charity Commission.
Who we help
Local charities, community groups, sports clubs registered as charities, parent teacher associations and church organisations across Haywards Heath, Lindfield, Cuckfield and Mid Sussex.
If your charity is a company, we can also help with its Companies House filings.
Charity thresholds in England and Wales
| Requirement | From 30 September 2026 |
|---|---|
| Independent examination required | Income over £40,000 (was £25,000) |
| Examiner must be professionally qualified | Income over £500,000 (was £250,000) |
| Receipts and payments accounts allowed | Income up to £500,000, non-company charities only (was £250,000) |
| Audit required: income | Over £1.5 million (was £1 million) |
| Audit required: assets | Gross assets over £5 million and income over £500,000 (was £3.26 million and £250,000) |
The new thresholds apply to financial years ending on or after 30 September 2026. So a charity with a 31 December year end uses them for 2026, and a 31 March year end from the year ending 31 March 2027. Your governing document or funders can still require an audit or examination.
Charity scrutiny checker
What does your charity need?
Charity FAQs
- Does my charity need an independent examination?
- It depends on your charity's income and assets and its governing document. Smaller charities may only need trustee-approved accounts, while larger ones need an audit. We can confirm what applies to you.
- What is the difference between an audit and an independent examination?
- An independent examination is a lighter review than an audit, suitable for many small and medium charities. The examiner reports on whether anything has come to their attention that should be raised.
- Can you prepare our accounts as well?
- Yes. We can prepare the accounts and then carry out the independent examination, or examine accounts your treasurer has prepared.
Need an independent examiner?
Book a free consultation with our Haywards Heath team.