For New Zealand charities using Xero
Your Tier 4 performance report, straight from Xero
Connect Xero and get a cash statement that reconciles to your bank, last year's figures and the notes, ready to file with Charities Services. No retyping, no spreadsheets to wrestle with.
You'll sign in with your Xero login, on Xero's own page.
- Free to preview
- From NZ$49, pay only to download
- Read-only, disconnects automatically
- Opening balance
- 19,130
- Donations, koha and fundraising
- 11,053
- General grants received
- 12,000
- Interest received
- 318
- Volunteer related costs
- (1,180)
- Other costs of delivering objectives
- (21,266)
- Purchase of other assets
- (1,899)
- Closing balance
- 18,156
- Matches your bank balance
- 18,156
Checked against your Xero bank balances, month by month
Read-only
We can read your Xero data, never change it.
Free to preview
See the whole report before you pay.
Auto-disconnect
After you download, or 3 days unused.
From NZ$49
One-off, per organisation per financial year.
What you get
Everything a Tier 4 report needs, from the data you already keep
Most Tier 4 charities are run by volunteers. We do the fiddly part, so you can check the story your report tells, not the arithmetic.
A cash statement that adds up
Every bank transaction sorted into the official Tier 4 categories, GST handled, rounded to the dollar, and reconciled to your bank.
Last year's figures and the notes
Comparatives worked out from Xero, plus the accounting policies, GST, assets, liabilities and related party notes in the right wording.
Ready to file, your way
A print-ready PDF and the completed official Excel template, or a list of values to type into the online combined form.
Built to the Tier 4 (NFP) Standard from the XRB and the official Charities Services template, last checked October 2026.
How it works
Four steps from Xero to a finished report
You can stop at any point and come back. Your choices are saved, and next year starts from this year's answers.
Sign in with your Xero login
Choose the organisation you're reporting for. We ask for read-only access, and only to the data the report needs.
Check the cash statement
Each Xero account gets a suggested Tier 4 category, with a plain-English explanation. A month-by-month check against your bank shows straight away if anything is missing.
Add the other information
Your main activities this year, any significant assets or liabilities, related parties and who approved the report. It saves as you go.
Preview free, then download
Read the whole report before you pay. Then download the PDF and the official Excel template, or the values for the online form.
Sample report
See exactly what you'll get
A complete performance report for a fictional community pantry, prepared under the Tier 4 (NFP) Standard. Yours will look the same, with your organisation's figures.
- Entity information
- Service performance
- Cash statement with last year's figures
- Notes
- Approval page
Macrons in te reo Māori names (ā, ē, ō) print correctly.
PDF, 7 pages, opens in a new tab
Your Xero data
Read-only, and only for as long as you need it
- We can read your accounts and bank transactions. We can't change, add or delete anything in Xero.
- Xero is disconnected as soon as you download your final report, or after 3 days unused.
- Reports are made when you download them and aren't kept. Your data is never sold or used to train AI.
- You can disconnect any time, from your dashboard here or in Xero under Settings → Connected apps.
More detail in our privacy policy.
What we ask Xero for
When you sign in, Xero asks you to allow read-only access to:
- Your name and email, to sign you in
- Organisation details, such as name and GST status
- Bank summary and profit and loss reports
- Bank transactions and payments
- Invoices and bills, to split payments by account
Nothing that can make changes: no write access to transactions, contacts or settings.
Pricing
One payment per organisation, per financial year
No subscription. Previews and watermarked draft PDFs are always free.
Under $30k spending
NZ$49
per organisation, per financial year
$30k to $80k spending
NZ$89
per organisation, per financial year
$80k to $140k spending
NZ$129
per organisation, per financial year
Every report includes
- Final PDF and official Excel template
- Values for the online combined form
- Re-download any time for that year
- Account choices saved for next year
We work out your band from the year's total cash paid for operating activities in Xero, and show the price before you pay. Prices are in NZ dollars. No GST is charged. See our terms for refunds.
Before you start
About 10 minutes to gather
- A Xero login that can connect apps for your organisation (if you're not sure, ask whoever manages your Xero)
- Your bank accounts reconciled in Xero up to the last day of the financial year
- Last year's performance report, to check last year's figures
- Rough numbers for your main activities, such as meals served or sessions run
- The names of the people who will approve the report
New to Tier 4? Read the filing guide.
Who's behind Charifolio
Tinloy Wen, New Zealand
I've been the treasurer of a charity, so I know how long the annual Tier 4 performance report can take. I built Charifolio so treasurers using Xero can produce it from the figures they already have.
Questions before you start? Get in touch and we'll reply within two working days.
Who can use this?
Registered charities in New Zealand that report under Tier 4 (generally those with annual operating payments under $140,000) and keep their books in Xero.
What Xero access do I need?
A Xero login for the organisation that's allowed to connect apps. We only ask for read-only access, and you choose which organisation to connect. If you're not sure, ask whoever manages your Xero subscription.
Does it lodge the report with Charities Services?
No. You download the completed template and PDF, have it approved, and upload it with your annual return as usual. If you use the online combined Annual Return and Performance Report form instead, you also get a list of every value to enter, in the same order as the form.
What if the numbers don't reconcile?
The monthly check shows which month the difference is in. Common causes, like old expense claims or an opening balance entered when you started using Xero, can be handled in a couple of clicks.
We're GST registered. Is that supported?
Yes. Amounts are shown GST-inclusive, with GST paid to or refunded by IRD on its own line, and the standard GST note is included.
Is our data safe?
We only ask Xero for read-only access. Access tokens are encrypted, reports are generated when you download them and not stored, and Xero is disconnected after you download your final report or after 3 days without use. Your data is never sold, used for advertising or used to train AI models. See our privacy policy.
Do I still need an accountant?
Many Tier 4 charities prepare their own report. The tool doesn't give accounting advice, so if you're unsure how to treat something, check with an accountant.
What if something goes wrong, or I want a refund?
Contact us and we'll reply within two working days. If a fault in the service means you can't get a report that reconciles, ask within 30 days of paying and we'll fix it or refund you.
Is this made by Xero or Charities Services?
No. It's an independent New Zealand service and isn't affiliated with Xero, the XRB or Charities Services.
Let's get it done
Ready to file this year's report?
Connect Xero and see your cash statement in a few minutes. You only pay when you download the final report.
You'll sign in with your Xero login, on Xero's own page.
Guides
Help with Tier 4 reporting
- Filing your Tier 4 performance report with Charities ServicesWhen it's due, the two ways to file, who needs to approve it, and what to have ready.
- Which Tier 4 category? Sorting your Xero accountsHow to tell general grants from service delivery grants, fundraising from sales, and what never belongs in the statement.
- When the cash statement doesn't match the bankThe usual reasons for a difference, and how to find and fix it month by month.
- Statement of Service Performance examples for small charitiesWhat Tier 4 asks for, how to pick and count your main activities, and worked examples you can adapt.