Academies chart of accounts and automating the accounts return

Documents

Academies chart of accounts

MS Excel Spreadsheet, 466KB

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Account code guidance

MS Excel Spreadsheet, 5.37MB

This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need aversion of this document in a more accessible format, please email [email protected].Please tell us what format you need. It will help us if you say what assistive technology you use.

Guide for automating the academies accounts return 2019/20

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Quick start guide to automating the academies accounts return 2019/20

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Details

Introduction to the chart of accounts

The academies chart of accounts (CoA) is the Department for Education’s (DfE’s) standard for financial data that underpins the academies accounts return and budget forecast returns.

For more information, please view the introductory video below.

Chart of accounts introduction

Introduction to automation

Using the academies CoA, the department has developed automation technology to help reduce the burden of submitting your financial information. This technology enables you to electronically submit your trial balance data directly from your financial management software (FMS) to the department, where it will then be used to pre-populate up to 80% of your accounts return (AR).

For more information on how automation can help in the completion of the academies accounts return and what steps you need to take to use automation, please view the video below.

Automating your Academies Accounts Return

This page includes:

• a guide for academy trusts about adopting the academies chart of accounts, which includes a summary of updates since the previous version released in May 2020
• a spreadsheet with the academies chart of accounts, please refer to the ‘information’ worksheet to find out more about the structure of the chart of accounts
• a spreadsheet providing guidance for each income and expenditure account code within the academies chart of accounts
• a quick start guide to automating the academies accounts return
• a guide for automating the academies accounts return

Further enquiries

Chart of accounts enquiries

If you have further questions about the chart of accounts, please contact the DfE using the online enquiry form. Please put “Academies chart of accounts” at the top of your enquiry.

Automation enquiries

If you have further questions about automation, please contact us using the online enquiry form. Please put “Automation/API” at the top of your enquiry.