The Financial Returns page supports trusts with completion of financial returns to the DfE. In this guide, we will show you how to manage Financial Returns in MAT Finance, including:
- Prerequisites before using the Financial Returns page
- How to Authenticate and connect to the DfE
- How to Submit a return
- How to Resubmit a return
- How to View previous returns
Access: The minimum permissions required to carry out this task are found in the Finance Module of Config > Setup > Roles and Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/XRxoupgC-image.png)
Finance > Routines > Financial Returns
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/112374-fin-returns-pathway.png)
Prerequisites for using the Financial Returns page
Config > Finance > Global Configuration
Pre requisites before submitting an annual return: Tick Enable DfE AAR API Automation. Enter Companies House Number, select Sites, and a Central Site.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/OW2do5EZ-image.png)
How to Authenticate and connect to the DfE
Click on the Authenticate button, to connect to the DFE AAR API Gateway.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/THaARF0O-image.png)
This opens a pop up of IDAMS where the user will be asked to enter their trust login credentials and then authenticate with the MAT Finance software.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/u4q6PDwe-image.png)
A confirmation statement will appear, confirm you are happy for DfE to communicate with Bromcom.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/ErgxU1pY-image.png)
Once Authenticated, it will show the date and time stamp.
To remove the current authentication with the DfE, click on the Clear (red button).
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/112374-Clear-fin-year.png)
How to Submit a return
Click on the green Submit icon.
Note: Returns can only be submitted if the Authentication has occurred.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/112374-submit-use.png)
When you Submit, you may be asked to check your Trial Balance for the Sites.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/112374-submit-trial-balance.png)
Once you have Submitted a return you will be able to Download the latest Submitted data, and View all previously submitted returns for the Financial Year.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/112374-download-and-view-previous.png)
How to Resubmit a return
Click on the blue Resubmit icon.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/112374-Resubmit.png)