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Last updated on 27 August 2019
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Use the resources in this bundle to help you complete your required financial returns.

We've collected all our guidance on financial returns in one place, so you can find out more about the types of financial requirements you need to meet, prepare to complete the forms, and ensure you meet your deadlines.

  • Budget forecast return outturn: requirements and guidance The 2020 budget forecast return outturn (BFRO) is no longer required.
  • Budget forecast return 3 year (BFR3Y) The budget forecast return 3 year (BFR3Y) is used to collect a 3 year forecast of your financial information. In 2020 the collection is due to open on 23 June and the deadline is 28 July.
  • Academies accounts return The accounts return online form will be available on 4 November 2019 and the deadline is 20 January 2020. Find out how to get ready to meet the requirements and submit the form.
  • Academies accounts direction You'll be able to submit your trust's financial statements and auditing documents from 15 October 2019 and the deadline is 31 December 2019. Find out about this year's Academies Accounts Direction, so you can get ready to meet the requirements.
  • Academies chart of accounts The DfE recommend adopting the new academies chart of accounts from September 2019. Find out what it is, how you use it, and how it'll save you time completing your financial returns.

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