: : Generating the Educational and Financial Balance

According to https://www.declarationof.travail.gouv.fr :

The educational and financial balance traces the business of providing training for the last closed accounting year. Under Articles L.6352-11 and R.6352-22 to 24 of the Labour Code, all providers of vocational training, whatever their legal status, should establish an annual educational and financial results, the activity is applied to principal or as, individually or not. The educational and financial balance occurs with the Cerfa No. 10443 * 10 (and instructions) and must be sent in one copy to the Regional Directorate of companies, competition, consumption, Labor and Employment (DIRECCTE).

Akuiteo allows you to automatically generate an educational and financial balance, based on the data entered in the Training module, that you will have to copy in the compulsory declaration of activity for the French Administration.

Prerequisites to use the Educational and Financial Balance:

- Correctly define, under the Finance tab, the type of financial backer in the sheets of your charged customers.

- Define the Educational and Financial Balance status of your trainers: employees or free-lancers in the Trainer sheet.

- Check the BPF box for all the sessions and parts to be taken into account.

- Define a default intern status and a tax zone in each registration file.

  1. Go to Training > Status > Pre-TFA status.
  2. Enter the time period in the related fields and press Return.
  3. Copy the data automatically displayed in Akuiteo in your Educational and Financial Balance.