Accounts and tax

Learn how to manage cashflow 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 cashflow templates.

Get to grips with what you need to prepare and do when it comes to monthly budget monitoring reports for academy trusts.

Find advice for keeping track of money, setting up financial controls, and using petty cash funds in your school.

Understand what data and returns you must submit and when – including your audited accounts, budget forecast return, school resource management self-assessment and Teachers' Pensions returns.

Understand off-payroll working rules, and how they affect the way you pay for services from a worker with an intermediary.

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.