WHAT ARE THE KEY DATES FOR ACADEMIES FINANCES?

WHAT ARE THE KEY DATES FOR ACADEMIES FINANCES?

Released On 22nd Feb 2023

The Academies Planning Calendar issued by the ESFA can be found here.

The key deadlines for the academic year:

September 2022

  • The Academy Trust Handbook 2022 comes into effect

October 2022j

  • Complete autumn school census

December 2022

  • Trusts submit their 2021 to 2022 audited financial statements, auditor’s management letter, annual summary internal scrutiny report and accounts submission coversheet by 31 December

January 2023

  • Complete and submit the accounts return online form by 19 January
  • Trusts publish their 2021 to 2022 audited financial statements on their website by 31 January
  • Schools resource management self-assessment tool (SRMSAT) online form available

February 2023

  • Academies must determine their admission arrangements for entry in September 2024 by 28 February
  •  Academies must publish their admissions appeals timetable for 2023 on their website by 28 February

March 2023

  • Academies must publish their admission arrangements for entry in September 2024 on their website and send a copy to their local authority by 15 March
  • Trusts complete and submit the school resource management self-assessment tool (SRMSAT) by 15 March ESFA publishes the Academies Accounts Direction, Model Accounts and Auditor Guide for 2022 to 2023 April 2023
  • ESFA publishes guidance and workbook for the budget forecast return

May 2023

  • Complete summer school census
  • Trusts must submit their audited financial statements to Companies House within 9 months of the end of the accounting period which is 31 May
  • Academies must submit the unaudited End of Year Certificate to Teachers’ Pension Scheme by 31 May

June 2023

  • ESFA publishes the 2023 to 2024 Academy Trust Handbook

July 2023

Complete and submit the budget forecast return

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