Version 20 July 2020 Form IS4 Cover sheet for financial statement for an incorporated society Page 1 of 2
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Cover sheetFinancial statement for an incorporated society
Incorporated Societies Act 1908
Important
An officer of the society must certify that the financial statement has been submitted to, and approved by, the members of
the society at a general meeting.
If your society is also registered under the Charities Act 2005 it does not have to file an annual financial statement with the
Registrar of Incorporated Societies but it does need to file an annual return with Charities Services www.charities.govt.nz .
You do not need to supply a copy of the minutes of the annual general meeting (AGM).
Please also complete all of the sections on Page 2 of this cover sheet.
Society name
Society number or NZBN
Financial year
If the financial statement is for the period 1 April 2019 to 31 March 2020, the financial year would be 2020.
Annual General Meeting (AGM) month
The month the society will hold its Annual General Meeting (AGM) each year. This should be recorded in your society’s rules.
Balance date
The society’s financial statement balance date. This date should be recorded in your society’s rules.
Certification
I certify that the attached annual financial statement has been submitted to, and approved by, the members at a general
meeting held on:
Signed: …………………………………………………………………………………….
Date of meeting:
Position held:
Name:
Date signed:
Day:
Month:
Month:
Form IS4
Version 20 July 2020 Form IS4 Cover sheet for financial statement for an incorporated society Page 2 of 2
Society name
Society number or NZBN
Is an audit or review report attached to the statement?
Please confirm if the audit or review report is included with the financial statements.
Note This is required only if the society's rules specify that an auditor or reviewer must be appointed.
Yes No
Summary of the attached financial statement
Note - If any of the totals for income, expenses, assets or liabilities is 'Nil', you must enter $0.00. These fields cant be left
blank.
Total income
Enter the society's total income as recorded in the attached financial statement.
Total expenses
Enter the society's total expenditure/expenses as recorded in the attached financial statement.
Total assets
Enter the society's total assets as recorded in the attached financial statement.
Total liabilities
Enter the society's total liabilities as recorded in the attached financial statement.
I confirm that all mortgages, charges, and securities are included in the attached financial statement
The financial statements must include all mortgages, charges, and securities of any description affecting any of the
society's property at the close of that year.
Addresses of the society
Please search the Incorporated Societies Register to check which address details are recorded.
I confirm that the address details recorded on the Incorporated Societies Register are ALL still current, or
The address details have changed and the new address details are provided on Form IS3 attached.
Officers of the society
Please search the Incorporated Societies Register to check which officer details are recorded, if any.
Note It’s not mandatory to provide officer details on the register.
I confirm that the officer details recorded on the Incorporated Societies Register are ALL still current, or
Officer details have changed and the new details are provided on Form IS3 attached.
Presenter details
$
$
$
$
Postal address:
Email address:
Telephone number:
Name:
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