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.

updated on 9 January 2023
See updates
School types: Academy · School phases: All
Ref: 6076
Contents
  1. Financial returns
  2. HR returns
  3. File confirmation statement with Companies House
  4. Register of people with significant control

Financial returns

Required return Details of return including dates Financial statements  You must: Submit audited accounts to the ESFA by the 31 December Publish the audited accounts on the trust website by 31 January File them with Companies House within 9 months of the end of the accounting period – for most trusts, this will be by 31 May   Use the ESFA's Academies Accounts Direction document each year to help you, and check for any supplementary bulletins Internal audit report Together with your audited accounts, you must submit an annual summary report of your internal scrutiny by 31 December   See paragraph 3.23 of the Academy Trust Handbook 2022 (ATH) Accounts return You must submit your accounts return each year - the next deadline is 19 January 2023 School resource management self-assessment You must submit your self-assessment each year - the next deadline is 15 March 2023   It includes a checklist of questions for your trust to