Financial management

Financial management resources for community and voluntary groups are listed on this page of the Managing Well catalogue.

Charitable Organisations Tax Guide (IR 255)

This guide explains the tax obligations of charities, donee organisations and other groups. It includes information about what taxes your organisation will have to deal with, what tax exemptions are available to charities and approved donee organisations, the criteria an organisation must meet to get an exemption, and tax liabilities on income, including GST.

Publisher Inland Revenue
Format Hardcopy or electronic
Publication date December 2002
Pages 55
Cost Free
Website www.ird.govt.nz
Phone 0800 257 773

 

‘Financial Management’ section, Community Development Resource Kit

Section G of the Community Development Resource Kit covers the role of the treasurer, tax matters, and working with auditors.

Publisher Department of Internal Affairs
Format Electronic
Publication date Revised 2003
Pages 14 pages of a 226 page kit
Cost Free online
Website www.dia.govt.nz

 

Grants and Subsidies Guide (IRD 249)

This booklet tells you about some of your tax responsibilities if you receive a grant or subsidy to help with an activity you're running, individually or with a group.

Publisher Inland Revenue
Format Hardcopy or electronic
Publication date January 2002
Pages 31
Cost Free
Website www.ird.govt.nz
Phone 0800 257 773

 

Inland Revenue Not-for-profit Groups website

Taxation-related information for trusts, societies, Māori organisations, and other not-for-profit entities.

Website www.ird.govt.nz/notforprofits/ 

 

Preparing Cash Flow and Accounting for the Not-for-profit Sector, Polson Higgs

A guide on preparing cash flow and accounting for those presenting or reporting on the financial statements of charities, philanthropic organisations, trusts, churches and sports organisations in the not-for-profit sector.

Publisher New Zealand Institute of Chartered Accountants
Format Spiral Binding
Publication date August 2004
Cost Members $147, non-members $177
Website www.nzica.com