Make Charity Compliance Effortless
Charity Prep helps you navigate the new Annual Return requirements with smart tools and dashboards designed for modern charities.
100+ charities already using Charity Prep

Annual Return
Ready for submission
Next deadline
12 Jun 2025
Real compliance success stories from our users
See how charities are transforming their Annual Return process with Charity Prep
Join hundreds of charities already simplifying their compliance
Designed for the New Annual Return
Our purpose-built tools help you collect and manage the specific information required by the Charities (Annual Return) Regulations 2025.
Track Safeguarding Measures
The Charities (Annual Return) Regulations 2025 introduce new reporting requirements for safeguarding. Our safeguarding tracker makes it easy to monitor DBS checks, training, and policy reviews throughout the year.
- Log and track DBS checks for staff and volunteers
- Monitor safeguarding training completion
- Schedule and manage policy reviews
- Receive alerts for upcoming renewals

Manage Overseas Activities
Document international partners, countries of operation, and related expenditure for transparent reporting to meet the new Annual Return requirements.
- Maintain a database of international partners
- Track activities by country with visual mapping
- Record and categorize overseas expenditure
- Generate detailed reports for compliance

Track Fundraising Methods
Record all fundraising activities and professional fundraisers as required by the Annual Return, while gaining insights into performance and ROI.
- Document all fundraising methods and campaigns
- Track professional fundraisers and agreements
- Monitor ROI and performance metrics
- Analyze fundraising mix for strategic planning

Never Miss a Deadline
Stay compliant with automated reminders for all important deadlines, expirations, and filing requirements for your charity.
- Get notified about DBS check expirations
- Receive reminders for policy reviews
- Stay on top of Annual Return deadlines
- Customize notification preferences

Hear From Our Customers
See how Charity Prep is helping organizations like yours simplify Annual Return reporting.

Priya Sharma
Compliance Officer, Wellbeing Foundation
Our Annual Return process is now so much smoother

James Wilson
Trustee, Community Impact Trust
Charity Prep has transformed our compliance processes

Emma Taylor
Operations Director, Children's Support Network
The safeguarding tracker has been a game-changer
Simple, Transparent Pricing
Choose the plan that fits your charity's size and reporting needs.
- Safeguarding Tracker
- Overseas Activity Log
- Fundraising Methods Tracker
- Income Source Summary
- Annual Return Data Export
- Automated Reminders & Alerts
- Compliance Dashboard
- Data History
- 1-2 User Accounts
- Help Guides & Support
- Everything in Essentials
- Up to 5 User Accounts
- Basic Document Upload
- Limited Storage
- Enhanced Data Management
- Priority Email Support
- Guided Setup Call
- Everything in Standard
- 10+ User Accounts
- Enhanced Document Storage
- Priority Support
- Advanced Reporting
- Custom Onboarding
- Dedicated Account Manager
- API Access (Coming Soon)
to learn more about our pricing options.
Frequently Asked Questions
Find answers to common questions about Charity Prep and the new Annual Return regulations.
Have more questions? Contact our team
Ready to simplify your Annual Return reporting?
Join the growing number of charities using Charity Prep to streamline compliance with the new 2025 regulations.