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updated on 12 January 2022
Ref: 6076
School types: Academy · School phases: All

Find out what data and returns you must submit and by when - including your audited accounts, budget forecast return and teachers' pension returns.

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 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 See paragraph 3.23 of the Academy Trust Handbook (ATH) Accounts return You must submit your accounts return each year - the next deadline is 25 January 2022 Budget forecast return You must submit both a: Budget forecast return outturn (BFRO) by 17 May 2022 3-year budget forecast return (BFR3Y) by 26 July 2022 Please note, last year it was a single BFR form Multi-academy trusts (MATs) must submit a consolidated budget forecast return aggregating

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