Returns required from academies

Find out what data and returns you must submit and by when - including your audited accounts, budget forecast return, school resource management self-assessment and teachers' pension returns.

Last reviewed on 24 January 2022
School types: Academy · School phases: All
Ref: 6076
  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 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 (ATH) Accounts return You must submit your accounts return each year - the next deadline is 25 January 2022 School resource management self-assessment You must submit your self-assessment each year - the next deadline is 15 March 2022 It includes a checklist of questions for your trust to answer to assure the government that resources are managed effectively Budget forecast return You must submit a budget forecast return (BFR)