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The Charities Act directs the Commission to collect information from charities.

We have four forms for individual charities to use. They are the:

  • Application for Registration – Form 1
  • Officer Certification – Form 2
  • Notification of Change – Form 3
  • Annual Return – Form 4

Some forms have been designed specifically for Group registration (two or more charities registered together as a group). They are the:

  • Group member Registration – GMI
  • Group Application for Registration – Form 5
  • Notification of Change – Form 6
  • Annual Return – Form 7

The forms include notes about when to use them, who should complete and sign them and guidance to help you answer each question. We encourage you to complete our forms online. When you create an application online, you will receive a user-ID and password. You can use them login to your user account at any time to access our online forms.

Or, print forms from this website or request them from our free information line 0508 242 748, or email us (If you apply on paper, we will send your user ID and password to you so you can use online forms in the future if you wish.)

 GST Increase - (If payable) Annual Return filing fees will increase when GST rises to 15% on 1 October. For Annual Returns filed after 1 October, fees will be set at $51.11 (online) and $76.67 (paper), including the new GST rate. If your charity (meets the criteria and) is registered for GST, you can claim a tax credit for the GST portion of the fee.

 Keep a note of your online user-ID and password in a safe place. 

  Application Form - without notes 

Help Use when applying for registration for an individual organisation.

Completed by anyone as long as it is signed by one of the officers listed in the answer to Question 23.

 Group Parent entities applying to register as a single entity should use the group submission form.

 Open file

Help Help Notes: Registration Checklist

Form 1

 

 Application Form - with help notes

Use when applying for registration for an individual organisation.

Use to apply for registration

Completed by anyone as long as it is signed by one of the officers listed in the answer to Question 23.

 Group Parent entities applying to register as a single entity should use the group submission form.

Open file

 

Help Help Notes
Maori
Registration checklist
 

Form 1 with help notes
         Officer Certification Form        

 Use when applying for registration or appointing new officers.

Use to certify each officer that is not disqualified from being an officer under the Charities Act.

Completed by the officer or anyone on their behalf.

 

Form 2

 

     Officer Certification - with help   

Use when applying for registration or appointing new officers.

Use to certify each officer that is not disqualified from being an officer under the Charities Act.

Completed by the officer or anyone on their behalf.

 

 

Help Help Notes
    Maori

Form 2

 

     Annual Return Form   

Use when filing an Annual Return.

Completed by anyone authorised to do so. 

 

 

Note NOTE: parent entities filing an Annual Return for a group should use the Annual Return (Group form).

Form 4 - Annual Return

 

     Group Annual Return Form   

Use when filing an Annual Return for group.

Use to file an annual return. The parent entity may also have to file a Form 4 for its group members, depending on the terms and conditions set for the group.

Completed by anyone asked to by the parent entity.

 

 

Note  Organisations filing an Annual Return for an single organisation should use Annual Return (Single) form.

Form 7 - Group annual return form

 

     Group Member Information Form      

Help Use when making a submission to the Commission for two or more organisations to be considered as single entity under the Charities Act.

Use to provide the Commission with information about each member of the group.

Completed by a group member or the parent entity.

 Parent entitiy must submit this form to the Commission.

 Open file

Group Submission

 

           Group Application Form        

Help Use when applying for registration as a single entity.

Use to register a group of organisations as a single entity.

Completed by anyone, as long as it is signed by one of the officers of the parent entity as stated in Question 23 on the submission.

 Only available once the submission for your group has been agreed. Request for a copy can be made by e-mailing info@charities.govt.nz

 Request Form

Form 5 Sample

 

           Notification of Change         

Help Use when reporting changes to your organisation's details.

Use to report changes to your charity’s name, address, balance date, rules, purposes, officers.

Completed by anyone asked to by the organisation.

 

 Open file

 

 

Help Help Notes

 Maori

Notification of change form

 

   Notification of Change  - Group    

Help Use when reporting changes to a group or one of its members. The terms and conditions set for each group specify how the group parent should report changes to the details of the single entity

Use to report changes to the single entity that have arisen from changes to one of its group members.

Completed by anyone asked to by the parent entity.

 Only available on request by e-mailing info@charities.govt.nz

 

Help Help Notes
    Maori
Notification of change (group)

 

Registration  Registration
Group Reporting  Group Reporting