You are here:
Returns required from academies
Find out what data and returns you must submit and by when - including your audited accounts, budget forecast return and teachers' pension 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 Budget forecast return You must submit a budget forecast return (BFR) by 26 July 2022 Please note, before 2021 you had to submit both a budget forecast return outturn (BFRO) and a BFR 3 year - the BFRO information is now permanently
More from The Key
Bitesize training with a big impact
Our on-demand training has your whole board covered and lets them learn at a time and pace that suits them.
Help your new governors hit the ground running with our expertly-designed induction training, and our role-specific courses support your link governors develop key skills and confidence in their role.
The Key has taken great care in publishing this article. However, some of the article's content and information may come from or link to third party sources whose quality, relevance, accuracy, completeness, currency and reliability we do not guarantee. Accordingly, we will not be held liable for any use of or reliance placed on this article's content or the links or downloads it provides. This article may contain information sourced from public sector bodies and licensed under the Open Government Licence v3.0.