Accounts and tax
- Cash flow forecasts: guidance for academies Learn how to manage cash flow as a school business manager (SBM). See what to include in your monthly forecasts to help monitor and report income and expenditure. Download a template from the ISBL and get tips for filling out cash flow templates.
- Charging for school premises: lettings Generate income for your school by letting your school premises. Learn how to set your costs and where to turn for advice on VAT.
- Monthly financial management for academies Get to grips with what you need to prepare and do when it comes to monthly budget monitoring reports for academy trusts.
- Procedures for keeping track of money in school Find advice for keeping track of money, setting up financial controls, and using petty cash funds in your school.
- Returns required from academies Find out what data and returns you must submit and when - including your audited accounts, budget forecast return, school resource management self-assessment and teachers' pension returns.
- Rules for off-payroll workers (IR35 rules) The off-payroll working rules changed on 6 April 2021. Understand what changed and how the changes affect the way you pay for services from a worker with an intermediary.
- Voluntary funds: what can they be used for? Read guidance from the Charity Commission and our education experts on using voluntary funds. See examples of how schools use their funds, including cases where the school is registered as a charitable organisation.