Academies March 2014 accounts return template and guide

Template and guide to help academy trusts in scope to complete their March 2014 accounts return.

This publication was withdrawn on

This content has been archived. EFA will publish the March 2015 accounts return in February 2015.



The Education Funding Agency (EFA) requires the following academy trusts to submit a March 2014 accounts return, using the Excel template on this page, by 27 June 2014:

  • Academy trusts with academies open at 31 March 2014 that did not prepare audited accounts at 31 August 2013.
  • Academy trusts that did prepare audited accounts as at 31 August 2013 but have opened academies between 1 September 2013 and 31 March 2014. The return should only cover those academies that opened in that period.

There is a macro-enabled return for those using Excel 2010 and an Excel 97-2003 return for people using older versions of Excel.

The guide explains how to complete and submit the return.

You can also find on this page some information on the common errors and issues our delivery partners Deloitte have found so far when validating academy trusts’ accounts returns.

You can now access a narrated presentation and a video of our 15 May webinar on the March accounts return.

Published 18 March 2014