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New York State Homeschool Paperwork

New York State Homeschool Paperwork

What does your IHIP include? How much do you put in your Quarterly Reports?  These are common questions that get asked when it comes to fulfilling the New York State Homeschool Paperwork regulations.

New York State Homeschool Paperwork from Starts At Eight

New York is considered to be one of the most stringent states when it comes to their homeschool reporting regulations.  You can see a break down by state in this image from the Home School Legal Defense Association.

State Homeschool Laws

The homeschooling laws vary by state and range from no reporting at all – to a state like New York where there is paperwork due quarterly and then some!  While it may seem overwhelming at first, I have been homeschooling in New York State for years and find that once you do it a few times it gets easier and is not as scary.

I will outline a general overview of what paperwork is required to homeschool in New York State. Please note that I am not a lawyer and that there is no substitute for reading and understanding the NYS Homeschooling Regulations for yourself.

It is important to remember that the regulations have some wiggle room in them.  A district could choose to be very strict and insist on things like a certified teacher being needed for end of year assessments or they can choose to let a parent administer them.  Thus in much of the wording you will notice a kind of pattern, “this, this, or this….with the superintendent’s approval.”

Outline of New York State Homeschool Paperwork:

The Letter of Intent:

To homeschool in New York State you must start by submitting a Letter of Intent (LOI) to the superintendent of your school district.

“Parents or other persons in parental relation to a student of compulsory school attendance age shall annually provide written notice to the superintendent of schools of their school district of residence of their intention to educate their child at home by July first of each school year. The school year begins July first and ends June thirtieth.”

Sample LOI:

Dear __(Name of Superintendent)__,

I am writing this letter to let you know of my intent to home school ____(student’s full name)____ during the upcoming 2013-2014 school year.  He/She will be in ___ Grade.


Parent Signature

The Individualized Home Instruction Plan:

The Individualized Home Instruction Plan (IHIP) is basically a written statement of what you plan to cover with your child for the year.

Each child’s IHIP shall contain: (italics represent wording directly from NYS Regulations)

  1. the child’s name, age, and grade level;
  2. a list of the syllabi, curriculum materials, textbooks, or plan of instruction to be used in each of the required subjects listed in subdivision (e) of this section; (notice this is an “or” statement so you don’t have to do all of these)
  3. the dates for submission to the school district of the parents’ quarterly reports as required in subdivision (g) of this section. These reports shall be spaced in even and logical periods; (you can follow a reporting schedule like the schools quarters, divide the calendar year evenly into quarters, or any other variation you like)
  4. the names of the individuals providing instruction; and
  5. a statement that the child will be meeting the compulsory educational requirements of Education Law section 3205 through full-time study at a degree-granting institution, meaning enrollment for at least 12 semester hours in a semester or its equivalent, if that is the case. In this situation, the IHIP shall identify the degree-granting institution and the subjects to be covered by that study.

Homeschooling in New York State: Fulfilling Middle School Practical Arts from Starts At Eight

Quarterly Reports:

Once your LOI and IHIP are completed and accepted by your school district, it is your responsibility to follow through with your quarterly reports, submitting them in a timely manner on the dates you laid out in your IHIP.

The quarterly report shall contain the following: (italics represent wording directly from NYS Regulations)

  1. the number of hours of instruction during said quarter;
  2. a description of the material covered in each subject listed in the IHIP; (I usually list topics that were covered, field trips taken, outside activities, etc.)
  3. either a grade for the child in each subject or a written narrative evaluating the child’s progress; and
  4. a written explanation in the event that less than eighty percent of the amount of the course materials as set forth in the IHIP planned for that quarter has been covered in any subject.

In your Quarterly Report you would include what you have covered throughout the quarter.  For instance you may have seen a play, participated in sporting activities, covered chalk pastels in art or basic multiplication in math.  Beyond this you need to give an explanation of their progress and state the number of hours covered.  I just take the total number of hours required for each grade level (Grades 1-6 need 900 hours; grades 7-12 need 990 hours) and divide by 4.

Sample Quarterly Report:

Second Quarter Report 2013-2014
Grade 2

Subject: Mathematics
Material Covered: Work with telling time and time intervals, capacity (liters, gallons, quarts, pints and cups), picture graphs, basic geometry with flat and curved faces and work with square units.
Progress: Excellent

Subject: Reading/Writing/Spelling/English Language
Material Covered:
Continued work with plural nouns, learning when to use I/Me and We/Us, work with work with various types of verbs (tenses, irregular, linking), Do/Does/Did, Has/Have/Had; Weekly spelling practice; Learning basic computer skills and keyboarding; participating in a monthly book club; Read Pony Pals #3-10, The Magic School Bus Science Chapter Books #1-12
Progress: Excellent

Subject: Social Studies
Material Covered: Learning about patriotism and citizenship through exploring and participating in events in our area; studying various types of maps, continued work with continents and countries – geography and history of various countries.
Progress: Excellent

Subject: Science
Material Covered: Life Science including birds, and baby animals, as well as extensive work with animal adaptations such as hibernation, migration, and camouflage. One class at the RMSC – Exploring Space.
Progress: Excellent

Subject: Physical Education/Health
Material Covered: Swimming including Red Cross Certified lessons, track running, weekly tumbling classes at  (local Gymnastics place), and weekly horseback riding; fire safety; healthy eating and hygiene practices.
Progress: Excellent

Subject: Visual Arts/Music
Material Covered: clay creations, bead art, ornament making, bracelet making, finger knitting, water color and acrylic painting, and line drawing including work with perspective of overlapping buildings, and work with oil pastels; piano lessons and practice. Attended a play production of The Wizard of Oz.
Progress: Excellent

Summary: _(Student’s Name)__ has completed at least 225 hours of instruction this quarter and we have accomplished 100 percent of the material planned for this quarter. We are very satisfied with __(Student’s Name)___ progress in all subjects.

End of Year (Annual) Assessment:

When you are filing your 4th quarter report at the end of each year, it is also required that you have an annual assessment.  This can be either in written narrative form, or in the form of an approved norm referenced achievement test.  Some of the NYS approved tests are the Iowa Test of Basic Skills, the California Achievement Test (CAT Test), the PASS Test (has been approved by the New York State Department of Education since March 6, 1995), the Stanford Achievement Test, the Comprehensive Test of Basic Skills, the Metropolitan Achievement Test, a State Education Department test, or another test approved by the State Education Department.

In grades 1-3 you have the option of using a written narrative every year.  In grades 4-8 you need to test every other year (many choose grades 5&7 as then less testing is needed), and in grades 9-12 you must test every year. As I said above the option that you choose will have to be approved by the superintendent of your school.  In our district we are allowed to write the narrative as well as administer one of the approved tests.  In other districts a certified teacher is required for the narrative and/or to administer a test.

Many raise the question of  “To Test or Not to Test”.  In this article To Test or Not to Test …..That is The Question I explore more in depth making the choice to test, and why you might choose to do it more often or not, and how that fits in to the NYS regulations.

There is also an option of a “home instruction peer group review panel” that can be gathered together to review some of your child’s work and then basically sign off that they have viewed and believe your student to be in compliance with the regulations to achieve a passing grade.

Sample Assessment Wording:

For a Test:

To: ____________ School District

(student name) Annual Assessment 2013-2014 Grade ___

This is the homeschool annual assessment for _____________ for the 2013 – 2014 school year. Per 8 CRR-NY 100.10(h)(1)(i), we chose to administer the ___________ Test.  The test was administered under the supervision of and scored by the  ________________ (name of testing company), an authorized test provider.  As indicated on the attached report, ___________ achieved a composite score above the 33rd percentile, which is deemed adequate per 8 CRR-NY 100.10(1)(v).

This completes ___________’s reporting requirements for the 2013-2014 school year.
Parent Signature

For an Assessment:

To: ____________ School District

(student’s name) Annual Assessment 2013-2014 Grade ___

This is the homeschool written narrative assessment for _______________ for the 2013 – 1014 school year. Per 8 CRR-NY 100.10(h)(2)(iii) and following an interview and review of _____________’s work, I certify that __________ has made adequate academic progress. __________________ has substantially completed all requirements set forth in his/her IHIP, which was determined to be in compliance with 8 CRR-NY 100.10(d) and (e) per 8 CRR-NY 100.10(b)(5).

This completes ______________’s reporting requirements for the 2013-2014 school year.

Parent Signature

These are just some samples of the paperwork required for New York State Homeschool Paperwork.  There are endless ways to fulfill the requirements and this is in no way meant to represent the only way.  Often districts will send you their own forms to fill out.  You are not required to use their forms to fulfill your paperwork requirements.   Often the forms will require more information than the regulations, and sometimes they won’t have all the necessary information needed to fulfill the regulations.  You need to know the regulations and be sure that you fulfill them, no more and no less.

It is important to read the NYS Homeschooling Regulations for yourself.  They cover in detail each piece of paperwork as well as what topics/subjects are required to be covered for each grade.

New York State Homeschool Paperwork Checklist:

Here is what I call the New York State Homeschooling Regulations for Dummies Cheat Sheet!

New York State Homeschooling Regulations Cheat Sheet from Starts At Eight

While I know that none of us are “dummies”, this sheet was created to make your life more simple when it comes to knowing what is required of you concerning the New York State Homeschooling Regulations. This was created straight from the handwritten sheet I created for myself. I keep it paperclipped just inside my paperwork file so that it is easy to reference at any time.

It breaks down what is required to be taught each year from the basics of math, science, history and English, to electives for high school.

Download the full New York State Homeschooling Regulations for Dummies Cheat Sheet

 More About Homeschooling in New York State:

Homeschooling in New York State from Starts At Eight

Don’t live in New York State?

Starting July 1st, I’m joining homeschoolers across the country to help bring you resources for all 50 states, plus a HUGE Homeschooling Giveaway with over $800 in prizes!

homeschooling state by state

Homeschooling State by State is Brought to You By:

Janine at True Aim Education

Karyn at Teach Beside Me

Renee at Great Peace Academy

Heidi at Starts at Eight

Susan and Megan at Education Possible  

Eva at Academia Celestia

Dusty at To the Moon and Back

Stephanie at Harrington Harmonies

Stacie at Homeschooling on a Dime

Dayna at Lemon Lime Adventures


  1. Nikki smith
    Jan 14, 2016 @ 08:42:51

    Can someone contact me

  2. Heidi
    Jan 14, 2016 @ 08:58:31

    If you are looking for assistance you may send an e-mail to

  3. Trudy Smith
    Jan 23, 2016 @ 12:19:07

    thank you so much this information is so helpful in getting me started. if i have any question may i reach out to you

  4. Heidi
    Jan 23, 2016 @ 17:18:47

    I am glad this was helpful to you. I will do my best to answer your questions. For more in-depth help I offer Homeschool Consulting Services

  5. Jessica G
    Feb 09, 2016 @ 13:54:30

    What do you do if you homeschool a child turning 6 before December but are doing Kindergarten and not First grade? We are in New York State (not NYC though)

  6. Heidi
    Feb 10, 2016 @ 09:02:08

    From the NYSED Home Instruction Questions and Answers: “The law now requires children who turn six on or before December 1st to receive instruction from the start of the school year in September of that year. Children who turn six after December 1st must begin to receive instruction no later than the first day of school the following September.” It would seem to me that Kindergarten would be the appropriate grade to report. Both based on age and the fact that you are covering Kindergarten.

  7. lloyd
    Mar 29, 2016 @ 09:43:05

    Thank you for creating this site. The information in your site is so helpful especially for a parent who is new to home schooling.

  8. Heidi
    Mar 29, 2016 @ 10:04:06

    I am so glad you are finding things here to help you! Being a new homeschooler can feel daunting, but you do find your way as time rolls on!

  9. Debby
    Jun 09, 2016 @ 15:31:55

    I am doing research on homeschooling laws in different states, and I can’t find any information on the requirement to attend a degree-granting institution for 12 hours per semester. Can anyone tell me what this means and how families fulfill this requirement? Thank you!

  10. Heidi
    Jun 09, 2016 @ 16:11:41

    Debby, I am not sure what you are referring to. I don’t know of such a requirement for NYS.

  11. Debby
    Jun 09, 2016 @ 16:43:50

    It’s number 5 on the IHIP. “a statement that the child will be meeting the compulsory educational requirements of Education Law section 3205 through full-time study at a degree-granting institution, meaning enrollment for at least 12 semester hours in a semester or its equivalent, if that is the case. In this situation, the IHIP shall identify the degree-granting institution and the subjects to be covered by that study.”


  12. Heidi
    Jun 10, 2016 @ 10:33:20

    That statement includes the wording, “or its equivalent” which refers to homeschooling without using an outside program. In the elementary years it is implied with your list of subjects covered and in the high school years people often designate the exact break down of credits from each course/subject. If you look at that education law (section 3205) it refers to attendance and age. Kids have to be enrolled in public school (or the homeschool equivalent) for specified ages.

  13. Debby
    Jun 10, 2016 @ 15:56:22

    Thank you! I kept seeing the phrase “degree-granting institution,” and I didn’t know if home school fulfilled that requirement. Thanks again!

  14. Heidi
    Jun 10, 2016 @ 16:55:40

    No problem! Happy to help!

    Feb 20, 2018 @ 02:42:40

    Thanks, for your help.

  16. Nilsa Maldonado
    Mar 30, 2018 @ 10:41:32

    I feel sometimes overwhelmed with the state’s demands and end up overdoing it (spending too long on the quarterlies and trying to include every detail covered…). Living and homeschooling in NYS is tough but this information you shared makes it easier to comprehend than the wording of the NYS ed dept site (the sections pertaining to education at home). Thank you from the bottom of my heart.

  17. Heidi
    Apr 02, 2018 @ 08:29:23

    I’m so glad that this information was of help to you! NYS Regulations can definitely seem overwhelming at first. It helps to have someone who has been navigating it explain it to you! 🙂

  18. MrsMommyHolliday
    May 14, 2018 @ 16:46:36

    This is exactly the breakdown I was searching for. Thank you for posting such a great outline and samples.
    Keep up the great work.
    Also, I’m interested in attending a homeschool convention in NYC/NYS, but I’m unable to find any on the East coast. Do you happen to know of any?

  19. Heidi
    May 22, 2018 @ 12:06:02

    So glad this was helpful to you! Unfortunately the majority of larger homeschool conventions are south and west.

  20. Heidi England
    Sep 26, 2018 @ 10:36:14

    Hi Heidi. My husband and I have decided that we want to home school our 7 year old daughter. However, we are past July 1st. Is it too late to file a Notice of Intent?

  21. Heidi
    Sep 26, 2018 @ 11:23:39

    No, not at all! You have 2 weeks from the time you pull your child from school to give notice via a Letter of Intent (LOI)

  22. Heidi England
    Sep 29, 2018 @ 09:59:43

    Awesome! Thank you so much!! Any recommendations on curriculum for a 2nd grader (prefer non-religious study.) I appreciate all your help so much 🙂

  23. Heidi
    Oct 01, 2018 @ 09:58:39

    No problem! You can check out what we used for our youngest when she was in second grade here:

  24. Heidi England
    Oct 02, 2018 @ 09:24:34

    Great! Thank you again! 🙂

    Jun 02, 2019 @ 05:04:27

    I am looking at Homeschooling my 9th grader. Any suggestions on how to start?

  26. Tenesa
    Jun 03, 2019 @ 02:33:44

    Do Kindergarten students need an end of school year assessment?

  27. Heidi
    Jun 03, 2019 @ 13:13:04

    Hi Tracy, here are two articles I think will help you get started: How Do I Get Started Homeschooling ( and So You’re Scared to Homeschool High School (

  28. Heidi
    Jun 03, 2019 @ 13:16:31

    The regulations are not terribly clear when it comes to Kindergarten but the way I understand them is that yes, you need an end of year for all grades. Most districts allow for a parental narrative which is what I have always done in the younger years. This would be the example labeled “For an Assessment”

  29. Leo Garcia
    Jun 29, 2019 @ 12:19:08

    Has anyone experience home visitations…?

  30. Heidi
    Jul 01, 2019 @ 11:20:52

    I personally have not. And legally they can’t do that.

  31. Melissa Abadia
    Aug 13, 2019 @ 03:45:07

    Hello I live in the Hudson Valley area. I turned in my IHIP. The school sent me a notice stating I must register my kids. Has anyone else experienced this? I thought I was NOT required to register them as long as I keep a record of their attendance. Any help would be much appreciated!

  32. Heidi
    Aug 13, 2019 @ 19:43:28

    It is NOT required that you register them with the district. Only that you file the paperwork as stated in the NYS Homeschooling Regulations.

  33. barbara
    Aug 18, 2019 @ 09:20:18

    thank you very helpful? are you still blogging?

  34. Heidi
    Aug 19, 2019 @ 10:11:40

    Yes, I am. Not as much as I used to as life is busy, but still here adding new content, and refreshing old stuff too!

  35. New York Letter Of Intent - Homeschool State Laws
    Sep 25, 2019 @ 08:57:33

    […] Sample Letter by Starts At Eight. […]

  36. New York Homeschool Law - Homeschool State Laws
    Sep 25, 2019 @ 09:19:51

    […] Starts At Eight […]

  37. Natalie
    Apr 10, 2020 @ 13:57:56

    This page is God-Sent…THANK YOU!! I was so overwhelmed by trying to seek out this information on my own to begin homeschooling my 13 year old son in the fall, and this just brought me such peace. You have broken down the most important steps in ways that I feel I can now address. Honestly, this was an answered prayer..thank you so very much!

  38. Heidi
    Apr 14, 2020 @ 11:53:46

    Natalie, thank you SO much for this! Getting started homeschooling can be scary and doing it in NYS makes even the best of people nervous about how they will comply. After being a terrified parent myself and being so grateful for people that helped me, I wanted to try and help others. To help let people know that while it seems scary, it’s doable.

  39. Christina
    May 09, 2020 @ 08:37:41

    Im a first time homeschooling . and my daughter is on time for learning . its very confusing what to do for quarterly reports.

  40. Heidi
    May 25, 2020 @ 09:59:49

    Christina, you include things she covered for each subject in her quarterly reports. For instance, if she covered addition and subtraction of fractions for math, that is one thing you could write for that quarter. The same goes for each subject. Pick a few things she covered to highlight in your quarterly report for each subject.

  41. Shauna Mae
    Jun 28, 2020 @ 12:02:30

    Thank you for posting this information so clearly and concisely! I’ve been h/s for years and the information you organized helped me revamp my checklists to be much easier to get through.

    Thank you again!

  42. Heidi
    Jun 30, 2020 @ 11:15:09

    Thank you! I’m so pleased you found this information helpful! So many people are put off by the NYS regulations. My hope is that the information I put out here can help people feel more comfortable navigating the homeschool regulations.

  43. kari
    Sep 06, 2020 @ 23:58:35

    How do I go about homeschooling my 4 year old because the elementary school isn’t offering remote learning for Pre-K students? I dont know what NYS education guidelines are to be sure that I provide my child with the education she needs in order to be on track for kindergarten next year.

  44. Heidi
    Sep 09, 2020 @ 11:24:21

    Here is a link to the NYSED curriculum standards – I highly recommend doing a ton of reading and writing with your child. There are lots of great workbooks out there (I used to buy mine at Barnes and Noble) that will help you with preschool as well. If you prefer something online try something like ABC Mouse. I used it with my youngest and it was wonderful.

  45. tim
    May 26, 2021 @ 22:15:11

    this was the most helpful source of info I have found; about to take the leap with three of my kids and this made it feel a bit less overwhelming

  46. Amber Murray
    May 29, 2021 @ 23:53:43

    Hello Heidi,
    Thank you for this amazing break down. I do have a question as far as Library skills are concerned. What does the entail for an 8th grade student. I have been searching for a curriculum but I am coming up empty handed.

  47. Heidi
    May 31, 2021 @ 22:05:36

    SO glad this could be of help to you! It really isn’t as bad as many people fear.

  48. Heidi
    May 31, 2021 @ 22:09:04

    We never really used a curriculum for this. It was something we integrated in to our school flow. Going to the library and using the resources to help with whatever subject we were learning. Here is a post with some ideas you could adapt to your needs:

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