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Work through the ESA compliance checklist

A 60-second screen recording of a real school doing exactly this — and the same 9 steps written out below, in the labels you'll see on screen.

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How to work through the ESA compliance checklist

  1. 1Click Reports under Administration in the sidebar
  2. 2Click Compliance checklist on your program's tuition worksheet card
  3. 3Read the withdrawal banner at the top
  4. 4Check Your tier against the enrolled-student threshold
  5. 5Read the Refund & reimbursement policy card and Edit policy
  6. 6Read the Scholarship students roster and its Program student ID column
  7. 7Check the Withdrawal reporting due date on a withdrawn student
  8. 8Click Mark reported once the withdrawal is filed with the program
  9. 9Read Program requirements and their statute citations

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

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Next in this group

Print the tuition and fees disclosureAdmins
Build the AUP evidence pack for your auditorAdmins
Run Texas TEFA complianceAdmins
Run Iowa Students First ESA complianceAdmins

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Every task in Pearspark, one minute each — admin, teacher, family, and student.

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