Florida PEP receipt checklist
2026-27 · from Step Up For Students (scholarship funding organization)'s published rules, checked Oct 12, 2026. General information.
Every receipt shows
- A receipt with the complete transaction date (MM/DD/YY) and the amount paid, or an invoice with that date shown paid in full ("paid in full" stamp, invoice and payment amounts, or a zero balance)
- A clear breakdown of all costs: base cost, taxes, fees and the total amount paid, matching the total charged to your payment method
- Materials and curriculum: the items purchased, the full date including year, item price, subtotal, taxes, fees, discounts and total, and the method of payment; underline or highlight the claimed items when a receipt lists several
- Tutoring, electives and other vetted services: the student's and the instructor's first and last names, the type of service, the time period (dates or term), the rate, and the provider's credentials; the provider's name must match their credentials
- Not accepted: handwritten notes or unofficial documents, and cash purchases from private sellers (garage sales, Facebook Marketplace, Craigslist, private tutors or therapists)
- Reward points, gift cards or credits count only if the receipt shows their cash value; buy-now-pay-later purchases are reimbursed only for the amount already paid
It's for an allowed expense
- Instructional materials
- Curriculum and curriculum materials
- Tuition and fees at an eligible private school (part-time enrollment or a Hybrid eligible private school)
- Home education instructional program
- Tuition and fees at an eligible postsecondary institution (including NC-SARA participants)
- Dual enrollment
- Full-time private tutoring program
- Approved online or virtual provider
- Florida Virtual School as a private-pay student
- FLDOE approved pre-apprenticeship program
- Standardized testing fees, including test proctoring and administration
- Contracted services provided by a public school or school district
- Part-time tutoring and Choice Navigator services
Receipt log
| Date | Vendor | Amount | Category | Child | Sent | OK |
|---|---|---|---|---|---|---|
Dates
- Apply or renew for 2026-27: February 1 to April 30, 2026, for renewal and new students (closed). Students with a deadline exception (dependents of active-duty military, foster or out-of-home care) may apply until April 15, 2027.
- Accept or decline the 2026-27 scholarship in EMA: By May 31, 2026, for renewal and new students.
- Submit the 2026-27 Student Learning Plan in EMA: By May 31, 2026; a first plan submitted later means no funding for the year.
- Upload the prior-year test results (renewal students): 2025-26 results by May 31, 2026, to be funded in 2026-27.
- Public school attestation (only students funded for Quarter 1 in September): By September 15, 2026. If the answer is "yes", proof of withdrawal from public school on or before July 31, 2026 is needed.
- Pre-authorization requests for 2026-27: By May 28, 2027.
- Buy items and services with 2026-27 funds: Between July 1, 2026, and June 30, 2027 (some tuition and curriculum may be bought earlier and claimed in the year).
- Submit 2026-27 reimbursement requests: By July 31, 2027. Reviews can take up to 60 days after all documents are in.
- Apply for 2027-28: Dates not yet published (the 2026-27 season ran February 1 to April 30, 2026). Step Up offers an email sign-up for the 2027-28 opening.
Sources: Step Up For Students: 2026-27 PEP Family Handbook (last modified September 16, 2026) · Step Up For Students: 2026-27 Scholarship Amounts, Private School Scholarships (FTC and FES-EO) and PEP, by district · Step Up For Students: Personalized Education Program (program page) · Step Up For Students: 2026-27 Scholarship Schedule · Step Up For Students: 2026-2027 Program Handbooks and Purchasing Guides Summary of Changes. Rules change every year; check before you spend.