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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' Pensions returns.

Last reviewed on 19 May 2025See updates
School types: Academy•School phases: All•Ref: 6076
Contents
  1. Financial returns
  2. HR returns
  3. File a confirmation statement with Companies House
  4. Register of people with significant control

Financial returns

You're required by your academy's funding agreement to submit financial returns to the DfE. 

Required return Details of return, including dates Financial statements  You must: Submit audited accounts to the DfE 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 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 each year. See paragraph 3.20 of the Academy Trust Handbook (ATH) 2024. Accounts return You must submit your accounts return each year – the next deadline