Homeschool record-keeping planner
The whole compliance year on one printable page — what you filed, when assessments are due, and what to keep on file. Fill it in once, print it, keep it with your homeschool binder.
Prints on a single page — chrome and buttons are hidden.
1. Notifications & filings
| Date filed | What was filed | Submitted to | Confirmation / receipt |
|---|---|---|---|
2. Assessment windows
| Assessment | Window opens | Deadline | Done ✓ |
|---|---|---|---|
| Standardized test | |||
| Portfolio review / evaluation | |||
| Annual progress report | |||
| Other (__________) |
3. Portfolio checklist (ongoing)
- Attendance log up to date
- Work samples per subject (2+ per month)
- Reading / book list
- Curriculum & materials list
- Test results filed
- Evaluator / reviewer reports
- Correspondence with district saved
- Immunization / health records current
4. End-of-year archive
| Item | Retention (years) | Archived (date) |
|---|---|---|
| Attendance log | ||
| Assessment results | ||
| Portfolio samples | ||
| District correspondence | ||
| Full binder copy |
Retention column: fill in how long your state asks you to keep each item — check your state education agency's guidance (links on the 50-state deadlines table).