If you’re managing a nonprofit society or a registered charity, one of the most important things you can do each year is keep up with your required filings. It’s not the most glamorous part of running an organization, but it’s foundational for staying in good standing and continuing your work in the community. While this article refers to Canadian specifics, it would be advantageous to check your local regulations if you are in a different jurisdiction. They will likely have similar requirements.

There are two key filings to be considered. Provincially registered societies will be required to file an annual report with the corporate registry. This confirms your society is still active and provides up-to-date information about your directors and registered office. Registered charities must file a T3010 with CRA (Canada Revenue Agency) annually. It includes detailed financial information, program activities and governance details.

Why It Matters

Legal Compliance: Missing your annual filings can lead to your society being dissolved or your charitable status being revoked. That’s not just paperwork—it can mean losing your legal existence or tax-exempt status.

Public Transparency: Especially for charities, the T3010 helps maintain trust. It’s public information, and donors, funders, and community members may look it up to see how your organization is doing.

Access to Funding: Many grantmakers and donors require proof of good standing. A missed filing can put future funding at risk.

Peace of Mind: Staying on top of these tasks helps avoid last-minute scrambles, penalties, or the risk of having to start over with re-registration.

What Happens If You Don’t File

For societies: You can be struck from the registry, meaning you’re no longer legally recognized. This could affect your ability to hold assets, enter contracts, or operate.

For charities: The CRA can revoke your charitable status. That means no more issuing tax receipts, and possibly having to pay a revocation tax.

Steps to Stay Compliant

• Determine where you are registered (if you don’t already know) and check their requirements for submission. These vary by jurisdiction.
• Keep a binder or digital folder with past returns, financials, and login info.
• Assign a specific person on your board or staff to be responsible for this task.
• Ensure that accurate, up-to-date financial records are being kept.

These filings can be easily overlooked, but they are essential guardrails that help keep your organization accountable, transparent, and ready to keep serving. A little time and money spent each year can save a lot of trouble down the road.

If you’re having trouble keeping up with all of this, I’d love to help. Contact me for a free 30 minute consult to see if we might work together.