Free guided assessmentAsk questions
as you go
as you go
Talk it
through
Explore what SORP means for your organisation, ask whatever you need and receive a free readiness report at the end.
Start your free conversation →02Are you
Are you
SORP ready?
A completely free SORP 2026 readiness tool.
Talk through what SORP 2026 means for your charity—and receive a practical readiness report at the end.
Ask questions in your own words. My Social Impact Intelligence will help make the requirements relevant to your situation, whether you work for a charity or advise one.
No payment. No surprise paywall.The guided conversation and your readiness report are completely free. You only pay if you later choose an optional human review.
Focused on impact.
This tool focuses specifically on the impact and narrative-reporting aspects of SORP 2026.
It is not a complete assessment of every accounting requirement in the SORP.
01The question to ask now
SORP 2026
is here.
The question is not simply whether you can write a better annual report at year-end.
The question is whether your charity is collecting, reviewing and understanding the information it will need throughout the year.
SORP 2026 applies to reporting periods beginning on or after
1 January2026For a charity with a calendar financial year, the first SORP 2026 accounts cover the year ending 31 December 2026.
Start managing it now.
Don’t start writing it later.
02Specialist guidance. Relevant answers.
A conversation shaped
around your organisation.
You’ll talk to My Social Impact Intelligence: specialist guidance built from MSI’s SORP and social impact expertise.
Ask whatever you need. It can explain requirements in plain English, explore what they mean for your situation and help identify what looks strong, missing or uncertain.
Where there is a clear answer, it will give one. Where human judgement matters, it will say so.
03One place to begin
Start with a conversation.
Choose the shortcut inside.
Talk it
Rather whiz through it?
Once you enter, you can switch to a 15-question Quick Snapshot. It takes around eight minutes and gives you the same free initial readiness report.
You can return to the conversation afterwards if you want to ask questions or add context.
04Plain English, precise meaning
What do you actually
need to do?
Must
Required.Where SORP says something MUST be done, we make that clear.
Should
Recommended.SORP uses SHOULD for recommendations intended to advance good reporting practice.
May
Optional.SORP uses MAY where charities have a choice about whether to adopt a particular approach, treatment or disclosure.
Judgement
It depends.Our additional MSI label for areas where context, evidence, materiality and proportionality genuinely matter.
Judgement is an MSI explanatory category, not an official fourth SORP term.We use SORP’s own MUST / SHOULD / MAY language — and highlight separately where judgement is needed.
Judgement can depend on:
CircumstancesEvidenceMaterialityProportionalityThe nature of the charityThe nature of the claim or activity05Who it applies to
Does SORP 2026
apply to me?
Generally, SORP applies to UK charities preparing accruals accounts.
You should not need to be an accountant to work out where to begin.
Income and costs are recognised when earned or incurred, rather than simply when cash moves.
A simpler cash-based approach recording money received and paid.
SORP does not apply to receipts-and-payments accounts.That’s completely fine. The assessment is designed to help work this out rather than assuming you already know the accounting terminology.
Some smaller non-company charities and CIOs may be eligible to use receipts & payments accounts.
Charitable companies prepare accruals accounts.Eligibility thresholds and legal forms differ, so the Snapshot asks enough information to help establish what is likely to apply.
Charitable company ≠ CIC
A Community Interest Company is a company with a community purpose, but it is not automatically a charity.
Charities SORP therefore does not apply simply because an organisation is a CIC.
You are still welcome to use the assessment.The underlying questions about purpose, evidence, outcomes, impact, learning and reporting may still be useful.
You’re still welcome.
SORP 2026 may not apply to you.
But if you are an NGO, non-profit, social enterprise or other purpose-led organisation, you are welcome to use the tool anyway.
We care much more about helping organisations understand and improve impact than policing compliance.SORP tiers
Requirements depend partly on annual gross income.
06Beyond compliance
We’re not really excited about compliance.
We’re excited about impact.
SORP 2026 gives charities another reason to understand what they are trying to change, collect useful evidence, review performance, learn, improve and explain their impact credibly.
The point is not simply to write a better annual report. It is to make impact part of how the charity is actually managed.
Charities increasingly need to explain:
01What they are trying to change02What they actually did03What happened04What evidence supports that conclusion05What they learned06What they will do differentlyThis increasingly matters to:
TrusteesFundersCommissionersDonorsPartners07The bigger journey
Get ready → Get better
→ Get excellent.
SORP 2026
Get ready
Understand what applies, what you MUST do, what you SHOULD do, what you MAY choose to do, where judgement is required and what may currently be missing.
Two frameworks, working together
Get better
Social Impact ExcellencePurpose · Leadership · Data · Delivery · CommunicationsSocial Impact Claims CodeEvidence · Proportion · Transparency · Balance · Learning
Social Impact Excellence strengthens the organisation behind the reporting. The Social Impact Claims Code strengthens the credibility of the evidence, interpretation and claims.
A management discipline
Get excellent
Embed impact into strategy, planning, KPIs, dashboards, management information, meetings, resource allocation, programme decisions, learning and continuous improvement.
Don’t build an impact system just for SORP.
Build a good impact system — and SORP becomes much easier.When impact information is already part of how the charity is managed, annual reporting becomes an output of good management rather than a year-end scramble.
08What your free report shows
A clear picture.
Useful next steps.
This is an illustrative example. Your own free report is created at the end of the guided conversation—or after the 15-question Quick Snapshot.
Your SORP 2026
Impact readiness
01What looks strong02What needs attention03MUST requirements to address04SHOULD opportunities05MAY options06Areas requiring judgement
Illustrative front-end preview · not an assessment resultWant to explore your result?
Continue with the SORP assistant.
If you have completed the Snapshot on this device, the readiness conversation can use it immediately and focus on the areas where richer context will help.09Optional paid human review
SORP 2026
Impact Readiness Review
60minutes
Your guided assessment and readiness report are completely free. You pay only if you choose to have Marcus and the MSI team review the result with you afterwards.
60-minute SORP 2026 Impact Readiness Review with My Social Impact.
Up to £500,000 income
£50£500,000–£15 million income
£100Over £15 million income
£200We review your readiness result, discuss areas requiring judgement and consider your existing reporting where supplied.
You can optionally send your latest Trustees’ Annual Report and/or latest Impact Report. If you do not have either yet, that is completely fine.
During the session we will:
01Review your readiness result
02Consider your existing reporting
03Discuss what looks strong
04Identify areas that may need attention
05Talk through genuine judgement calls
06Identify practical next steps
07Explore where going beyond minimum compliance may strengthen the charity
After the meeting, you receive a short written summary covering:
What looks strongWhat needs attentionAreas requiring judgementYour three priority actionsOpportunities beyond complianceIf we subsequently work together on a My Social Impact project, we’ll credit the cost of your review against that work.
Get my free result first →Secure payment for the optional review appears only after your free assessment and personalised report are complete.
This is an impact-reporting readiness review.
It is focused on the impact and narrative aspects of SORP 2026. It is not a statutory audit, an audit opinion on the financial statements, a complete assessment of every accounting requirement in SORP, or certification by the Charity Commission or SORP-making body.
10Where next?
Support when it
genuinely helps.
SORP 2026 · Free SORP readiness report