Guidance

Preparing your academy trusts' accounts for an external audit

A checklist to help academy trusts prepare for the external audit of their annual report and accounts.

Applies to England

Documents

External audit preparation checklist

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Details

The Education and Skills Funding Agency (ESFA) closed on 31 March 2025. All activity has moved to the Department for Education (DfE). You should continue to follow this guidance.

Chief financial officers (CFOs) and finance teams can use this checklist to help them prepare information for their annual reports and accounts.

It does not replace any documents:

  • already being used by the academy trust
  • provided by accountancy firms to help academy trusts prepare

It may also be of interest to:

  • senior executive leaders
  • audit committee members

Updates to this page

Published 11 September 2019

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