This guide covers the policies and procedures local groups need to follow to make sure Parkinson's UK meets the legal requirements of the Charity Commission, Office of the Scottish Charity Regulator, accounting standards, Company Law and HM Revenue & Customs.
These policies and procedures will also enable local groups to meet the Parkinson's UK Local Group Rules (PDF, 3.3MB).
It replaces the Treasurers Guide and has been revised to include the latest information.
This electronic cashbook template includes a treasurer's report and bank reconciliation. The report updates automatically when you enter data into the cash sheets. It can be printed off to update your group and should be verified by one other group member.
A sample of the declaration form and forms 1-3 for your reference. These forms should not be used and are for information only.
We will send out forms unique to your group each November.
Fed up of receiving expenses claims on the back of an envelope? This template can be used instead. Hand it out to volunteers who want to claim expenses from your group, then you will have good clear documentation to support expense claims.
If your group holds petty cash, keeping a copy of this (with the cash) may help you keep track of any movements, as all payments should be recorded on the template.
Whenever you are sending funds to UK office, either to be held on behalf of your group or when making a transfer to support centrally funded programmes, please complete a copy of this form and send it in along with a cheque for the total.
This will help ensure the money is recorded as being from your group and that it goes to the correct place.
It is important that all signatories are aware of their duties and responsibilities. Please distribute this sheet to all signatories on your group's bank account.