What is DfE Automated Returns?

Version 7.1880 or later

DfE Automated Returns is a module used to automatically upload academic end of year financial information stored in IRIS Financials to the Department for Education (DfE) from October to January.

To use DfE Automated Returns you must: 

  1. Process Year End.
  2. Install the software.
  3. Enter your Trust's Unique Provider Identification Number (UPIN) and Local Authority and Establishment number (LAESTAB) for each academy
  4. Add your school reference number.
  5. Check the financial information is correct.
  6. Update nominals with missing indices.
  7. Upload the Department for Education (DfE) return.
  8. Reconcile the return to IRIS Financials.