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Resources for school finance teams.
The compliance calendar, an audit-readiness checklist and short practical briefings — written for bursars, principals and boards.
Statutory & reporting
The compliance calendar
The recurring obligations every institution must meet. Deadlines are statutory unless marked otherwise.
| Obligation | Frequency | Deadline | Applies to |
|---|---|---|---|
| PAYE, NSSF, SHIF, Housing Levy & other payroll remittances | Monthly | 9th of the following month | All institutions with employees |
| VAT return & payment (where registered) | Monthly | 20th of the following month | Institutions with taxable supplies |
| Withholding tax remittance | Monthly | 20th of the following month | Institutions making qualifying payments |
| Management accounts & board finance reports | Termly | Within the term / per board calendar | Schools & tertiary institutions |
| Financial year end (public institutions) | Annual | 30 June | Public schools, colleges & TVET |
| Annual financial statements under IPSAS | Annual | Promptly after year end, per sector timelines | Public institutions |
| KRA income tax return | Annual | Last day of the 6th month after year end | Private institutions & companies |
| Audit file & statutory audit cycle | Annual | Ahead of AGM / board calendar | All institutions |
Interactive checklist
Is your institution audit-ready?
Work through the file every auditor asks for. Your progress is saved on this device — print it or share it with your finance committee.
Audit readiness checklist
0 of 0 completeBriefings
Short reads, practical value.
The 90-day audit-readiness plan for schools
Audit season should not be a scramble. A structured ninety days is enough to take a school's books from scattered to audit-ready — if the work is sequenced properly.
IPSAS for schools: what your board should know
Public educational institutions in Kenya report under IPSAS, typically on a cash basis. Board members do not need to prepare the statements — but they do need to read them.
PAYE, NSSF, SHIF and the Housing Levy: a school's statutory payroll map
If your institution employs even one member of staff, it runs a statutory payroll. Here is what must be deducted, remitted and filed — and when.
Need hands-on help?
We prepare institutions for audit every day.
From catch-up bookkeeping to a full outsourced finance function — tell us where you stand.