2018/19 Documentation and Instructions:

In addition to the other guidance provided on our website for smaller authorities, this page includes all the necessary forms and instructions for smaller authorities for the financial year 2018/19.

Detailed instructions document

Please read the detailed instructions for 2018/19 carefully to find out which AGAR form should be completed, the changes for 2018/19 and the common misunderstandings that occurred last year in the first year of the major changes to the regime.

Please note that we have added a separate page including specific information for parish meetings where there is no parish council.

The following documents also include guidance to assist you in your duties surrounding the preparation of the AGAR for your smaller authority:

  • Decision tree - including at a glance guidance on which part of the AGAR you should complete and a summary of the relevant documents to submit, dependent on your smaller authority’s circumstances
  • AGAR Part 1 - for smaller authorities with no annual income or expenditure - printable 'paper' PDF version and electronically enabled PDF version
  • AGAR Part 2 - for smaller authorities certifying themselves as exempt from our review - printable 'paper' PDF version and electronically enabled PDF version
  • AGAR Part 3 -  for smaller authorities subject to a limited assurance review - printable 'paper' PDF version and electronically enabled PDF version
  • Public rights Notice for smaller authorities subject to a review - including guidance on advertising the period during which electors and interested persons may exercise rights relating to the Accounting Statements; the pro forma notice of public rights and publication of unaudited annual return (including our suggested dates to assist smaller authorities to comply with the Regulations); and the guidance notes for the public ‘Local authority accounts – a summary of your rights’.
  • Public rights Notice for exempt authorities - including guidance for exempt authorities only on advertising the period during which electors and interested persons may exercise rights relating to the Accounting Statements; the pro forma notice of public rights and publication of annual return (including our suggested dates to assist smaller authorities to comply with the Regulations); and the guidance notes for the public ‘Local authority accounts – a summary of your rights’.

The following documents include pro forma templates in Word and Excel and further guidance in PDF format to assist you in the completion of your year end procedures before submission of the AGAR Part 3 for our review:

Please use the form below to provide feedback following the completion of the 2018/19 reporting season if you wish:


Guidance - the Practitioners' Guide

Training information

2018/19 training update recorded 19 March 2019

  • The recording of the presentation of the presentation can be viewed here
  • PowerPoint slides, including speaker's notes, are available here

2017/18 Detailed training webinar on 23 Jan 2018 

  • PowerPoint slides including speaker’s notes 
  • FAQs – frequently asked questions arising from the live webinar session with responses

Background

Documents

SAAA have published some helpful summary guidance:

Websites