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For academy members, trustees, accounting officers, chief financial officers and auditors.
Introduction Welcome to the academy trust handbook. In this document the…
Financial data structure and guides for automating academy trust financial returns.
1. Introduction The academies chart of accounts (CoA) is the Department…
Introduction This step-by-step guide is aimed at trusts and auditors that…
1. General information – automating the academies accounts return This…
Benchmark your income and expenditure against another school or trust.
Information to help academy trusts submit their budget forecast return (BFR).
Guidance for academy trusts, external auditors and reporting accountants on preparing, auditing and submitting an academy trust's annual financial statements.
Sources of training and development for school business professionals (SBPs) in schools and trusts.
Arrange support and tailored advice for schools, academy trusts and local authorities through the SRMA programme.
This self-assessment checklist helps academy trusts check they are managing resources effectively and identify any adjustments they need to make.
A planner showing key dates for payments, publications and academy actions, for the 2025 to 2026 academic year.
Benchmarking allows you to check how your finances compare with other similar schools or multi-academy trusts.
Audit and regularity assurance requirements for further education colleges, sixth-form colleges and designated institutions.
Information for academy trusts and their auditors on how to complete an academies accounts return.
Guidance to help academies and academy trusts complete their budget forecast return.
Further information about the financial returns that academy trusts must submit to DfE.
An appropriate MIS can have a clear impact on pupil outcomes and staff workload.
Guidance for academy trusts reporting or seeking approval for related party transactions (RPTs).
Red flags indicating potential fraud in schools, colleges and independent training providers.
Guidance to help academy trusts and diocesan users submit information to the land and buildings collection tool (LBCT).
Compare FMS providers so your academy trust can choose a system that will enable you to automate your financial returns to the Department for Education.
Annual land and buildings valuations and revaluations: information for academies
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