*These resources will be available shortly
Preparing for the year end is an important part of the school’s financial reporting process.
The accounts personnel is responsible for completing the year-end accounts package and gathering the supporting documentation required by the school’s accountant to prepare the annual accounts.
To help you with this process, we have developed a range of resources:
Year-End Guideline and Checklist
The Year-End Guideline includes a practical checklist to help you complete each stage of the year-end process and ensure all required information is available for the accountant.
Year-End Excel Worksheet: Click here for a worksheet to assist with the calculation of unspent grants at the year end.
Webinar – Preparing for the Year End
This webinar provides an overview of the year-end process and highlights the key steps involved in preparing the August 2026 accounts. It provides guidance on getting ready for the Year end process in terms of reviewing and gathering information for the accountant and making use of the FSSU Year end resources that are available.
- Presentation slides
- Webinar recording
Year-End Video Series
Our short videos follow the Year-End Guideline and Checklist, with each topic covered separately. You can watch the full series or go directly to the area where you need additional guidance.
Video topics include:
- Introduction to year-end video series
- Bank
- Payroll and the control account
- VAT & RCT control accounts
- Income and Grants received in advance
- Creditors & Accrual
- Unspent ringfenced grants
- Prepayments and Debtors
- Reviewing the income and expenditure report
- Reviewing the balance sheet report
- Working with the accountant
- Reports to run for year end
These resources are designed to make the year-end process easier and help ensure the accountant receives a complete and accurate set of records.
Resources from previous years that may still be of interest