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Academies March accounts return template and guide

Template and guide to help academy trusts in scope to complete their March accounts return and submit it to the Education Funding Agency.

• From: Education Funding Agency
• Published: 17 March 2015
• Last updated: 1 April 2016 — See all updates

This publication was withdrawn on 16 June 2017

Academy trusts no longer need to complete a March accounts return. Please refer to information about academies financial returns.

Documents

March 2016 accounts return guide

PDF, 497 KB, 29 pages

March 2016 accounts return template Excel 2010

1.39 MB

March 2016 accounts return template Excel 97-2003

MS Excel Spreadsheet, 3.73 MB

Details

Academy trusts in scope will need to submit their March 2016 accounts returns to the Education Funding Agency (EFA) by 31 May 2016 using the template and guide on this page.

The academy trusts in scope:

• trusts with academies open at 31 March 2016 that did not prepare audited accounts at 31 August 2015
• trusts that did prepare audited accounts as at 31 August 2015 but have opened academies between 1 September 2015 and 31 March 2016

If you have Excel 2010, please use the first version of the template. The second template is for those who do not have access to Excel 2010.

You can now register for EFA’s live webinar on completing the March accounts return. It takes place at 3pm on 26 April 2016.

Published 17 March 2015
Last updated 1 April 2016 + show all updates

1. 1 April 2016

   The Education Funding Agency (EFA) has published the March 2016 accounts return for academy trusts. Trusts must complete and submit this return to EFA by 31 May 2016 if they had academies open at 31 March 2016 but did not prepare audited accounts at 31 August 2015; or if they did prepare audited accounts as at 31 August 2015 but have opened academies between 1 September 2015 and 31 March 2016.

2. 17 March 2015

   First published.