Sample Reports

Paxton Charities Accounting includes a comprehensive suite of reports including management reports for trustees and funders, Charity Commission format reports to include with your annual returns, and outputs for HMRC Gift Aid claims. You can easily export all reports to Excel or PDF.

Click on any of the selections below to display or download a sample report in PDF format.

Sample Reports

PDF IconIncome and Expenditure Report
PDF IconDebtors List (Advanced version)
PDF IconFunds Income Expenditure Report
PDF IconSales Invoice (Advanced version)
PDF IconBalance Sheet
PDF IconSales Invoice with VAT (Advanced version)
PDF IconFunds Balance Sheet
PDF IconSales Analysis (Advanced version)
PDF IconSOFA SORP 2005
PDF IconProject Income and Expenditure by Fund (Advanced version)
PDF IconSOFA SORP 2015 Format
PDF IconProject Budget Variance Report (Advanced version)
PDF IconTrial Balance
PDF IconVAT Report Accruals only
PDF IconTransaction List
PDF IconAssets and Liabilities Report (R&P only)
PDF IconGift Aid Claim Charities Online
PDF IconReceipts and Payments Report (R&P only)
PDF IconDonations Audit List
PDF IconUnpaid Supplier Invoice List
PDF IconBudget Variance Report