Submit financial data
If you are an organisation who receives funding from the Department for Education (DfE), you can use this service to:
- submit financial data for your financial health assessment
- upload relevant financial documents
- gain an indicative health grade
You do not need to take any action after receiving your indicative grade, as it may change once your data is reviewed by DfE.
Financial data to prepare
You'll need to provide financial data about your organisation, and its ultimate UK parent company, if applicable.
The data we require can be found in the full, signed financial statements.
You can read further guidance about the financial health assessment requirements here.
Start nowWho needs to submit financial data
The financial health assessment applies to:
- independent training providers (ITPs)
- special post-16 institutions (SPIs)
- non-maintained special schools (NMSS)
The assessment does not apply to:
- general further education (FE) colleges
- sixth-form academy trusts
- organisations participating in procurement rounds, applying to registers, or responding to invitations to tender (ITT)
How this data will be accessed and used
This service provides a secure and single location to submit your data. It requires the submission of personal data.
DfE uses this data to determine a financial health grade, which helps measure the risk of engaging in contracts with organisations.
Read about how we access and use personal data here.
How to access support
If you have any questions or issues regarding your financial data submission, you can contact the Customer Help Portal