Trust approver role - Adding a data transfer approver (DTA) to your trust roles

Important pre-requisites for setting up a DTA role:

1. The person assigning the DTA role must have a ‘Trust approver’ role on DfE Sign-in.
2. The user who you are approving the DTA role for must first be setup within DfE Sign In and connected to the correct trust and Accounts Return ‘service’ as an ‘Accounts Return Trust Approver’ or an ‘Accounts Return Trust Preparer’.
3. Also review the AR guidance for more information: Academies accounts return 2024 to 2025: how to complete the online form - GOV.UK

1.  

2. 1. Sign into DfE sign in -

2. 2. Go into the ‘services’ section  

3. 3. Click into the ‘view and edit services on my account’

4. 4. Choose your own trust from the list and continue

5. 5. You can then choose the roles for this service.  

6. 6. Advance to the next screen and submit the request.