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.

Last reviewed on 4 June 2024See updates
School types: AcademySchool phases: AllRef: 6076
  1. Financial returns
  2. HR returns
  3. File a 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 each year. See paragraph 3.20 of the Academy Trust Handbook (ATH) 2023. Accounts return You must submit your accounts return each year – the next deadline is 30 January 2024. School resource management self-assessment You must submit your self-assessment each year – the next deadline hasn't been published yet but this year's deadline was 15 March

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