Do You Need an Audit?

Benefits of an audit:

  • Increased credibility for
  • Shareholders
  • Financiers, such as banks
  • Creditors and suppliers in general
  • Potential customers in gaining contracts
  • Inland Revenue
  • Possible deterrent to fraud
  • Possible unearthing of fraud
  • Assisting any business sale and providing basis for due diligence process.

Please see below for both the Company and Charity Audit thresholds;

Company Thresholds:

  Existing Thresholds (A/cing periods beginning on or before 5/4/08) No Change New Thresholds (A/cing periods beginning on or after 6/4/08)
  Turnover (not more than) Balance sheet total* (not more than) Number of employees (not more than) Turnover (not more than) Balance sheet total* (not more than)
Audit Required? An audit is required if the company breaches 1 of the 2 small company threshold limits for either Turnover OR Balance sheet total*
Small Company £5.6m £2.8m 50 £6.5m £3.26m
Small Group £5.6m net (or £6.72m gross) £2.8m net (or £3.26m gross) 50 £6.5m net (or £7.8m gross) £3.26m net (or £3.9m gross)
Medium-sized Company £22.8m £11.4m 250 £25.9m £12.9m
Medium-sized Group £22.8m net (or £27.36m gross) £11.4m net (or £13.58m gross) 250 £25.9m net (or £31.1m gross) £12.9m net (or £15.5m gross)

*  Balance sheet total - this can also be described as gross assets, which is the aggregate of fixed assets and current assets

Accounting periods beginning on or after 27/2/07

Effective Y/e 28/2/08 thro' to Y/e 28/2/09 UN-Incorporated Charity Incorporated Charity
Total Exemption Gross Income < £10k Gross Income < £90k
Independent Examination

Accountant's Report
G.I £10k-£500k



N/A
N/A



G.I. £90k - £500k
Audit G.I. >£500k OR G.I.>£100k & G.A.>£2.8m G.I. >£500k OR G.A. >£2.8m

Accounting periods beginning on or after 1/4/08

Effective Y/e 31/3/09 UN-Incorporated Charity Incorporated Charity
Total Exemption Gross Income < £10k Gross Income < £10k
Independent Examination G.I £10k-£500k G.I. £10k - £500k
Audit G.I. >£500k OR G.I.>£100k & G.A.>£2.8m G.I. >£500k OR G.I.>£100k & G.A.>£2.8m