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.
  • 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.
  • 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.