Arizona ESA quarterly expense reports.

Every quarter, Arizona asks ESA families to account for what the account paid for — and most families do it the hard way: a November evening with card statements, a search bar, and a stack of email receipts, reconstructing September from memory. The fix isn't working faster in November. It's thirty seconds at purchase time, all quarter long.

Arizona ESA records in 50 seconds

Music: Kevin MacLeod (incompetech.com), CC BY 4.0

What the quarterly report asks for

An itemized account of the quarter's ESA-funded purchases: when, what, from whom, for how much, and for what educational purpose. Reports follow the state fiscal calendar, and each one is due roughly 45 days after its quarter closes. Two details catch families out: the report is due even for a quarter with no purchases— a zero-spend quarter files a short statement, not nothing — and the reporting obligation belongs to the account holder, whatever platform the purchases went through. The program's guidance at azed.gov/esa is the source of truth for requirements and submission mechanics.

The reporting calendar

Report	Covers	Report window closes
Quarter 1	July 1 – September 30	mid-November (45 days after quarter end)
Quarter 2	October 1 – December 31	mid-February
Quarter 3	January 1 – March 31	mid-May
Quarter 4	April 1 – June 30	mid-August

Dates stated as the calendar runs them — confirm the current year's exact deadlines against program guidance.

The record worth keeping (thirty seconds per purchase)

When the curriculum box arrives or the tutoring invoice clears, capture five things: what it was, the vendor, the amount, a category, and the educational purpose. On Eformogi that is one timeline entry marked “ESA expense” — the capture takes about as long as reading this sentence, and it is free, like the rest of the record.

Then the quarter ends and there is nothing to reconstruct: the purchases are already itemized, categorized, totaled by category, and sitting in the right reporting window.

Generate the report from the record

Eformogi turns the quarter's ESA entries into the quarterly expense report: itemized rows, totals by category, the zero-spend statement when there is nothing to report. Previewing it filled in is free, every quarter. Generating the clean, filing-ready version is part of Family Pro, $99 a year. An amount the software cannot read as a dollar value is listed exactly as you recorded it and left out of the totals — a money document should never guess.

Paying with your ESA

Eformogi is an approved Arizona ESA vendor. That means document generation can be paid from your student's ESA account rather than out of pocket: $24.75 per quarter — the same $99-a-year rate, billed quarterly per the program's rules, invoiced per student (one student's payment unlocks your whole family account on our side). You generate the invoice, upload it in ClassWallet the way you would any vendor invoice, and the program pays us directly. Everything activates when the payment is approved.

To pay this way, generate your invoice on the compliance page — enter your student's name, print the invoice to PDF, and upload it in ClassWallet. It takes about a minute, no account required to generate it. Prefer email? Write to marcus@eformogi.com with your student's name. Capturing your record stays free forever either way — the invoice covers only Family Pro's document generation.

Why a family-owned record

The ESA platform holds the program's view of your account. The record of your child's education — what was bought, why, and what it was part of — belongs with your family, in a record you own and keep. Expense reports are one document that record produces. Transcripts a college can verify directly are another. Same record, your property, free forever — read the sovereignty contract.

Frequently asked questions

When are Arizona ESA quarterly expense reports due?

Arizona ESA account holders report quarterly, on the state fiscal calendar: Q1 covers July through September and its report window closes in mid-November, 45 days after the quarter ends. The same 45-day rhythm follows each quarter. The program's own guidance at azed.gov/esa is the source of truth for exact dates and submission mechanics.

Do I have to file a report if we didn't spend anything this quarter?

Yes. Arizona requires a quarterly report even for zero-spend quarters. A zero-spend report is short — it states that no ESA-funded purchases were made in the period — but skipping it is a compliance gap. Eformogi generates the zero-spend version too.

What should I record for each ESA purchase?

The date, what was purchased, the vendor, the amount, the category (curriculum, tutoring, supplies, technology, and so on), and the educational purpose — a phrase like "5th grade math curriculum" is enough. Captured at purchase time, that is the whole quarterly report; reconstructed in November from card statements, it is an afternoon of archaeology.

Does Eformogi connect to ClassWallet or the ESA platform?

No. Eformogi is your family's own record — you capture purchases as they happen, and the quarterly report generates from that record. The program's platform remains the authoritative system for your account balance and official submissions; the report Eformogi produces is your organized, itemized record of the quarter, ready to file or to keep.

What does this cost?

Capturing ESA expenses on your record is free forever, like the rest of the record. Generating the clean, filing-ready quarterly report is part of Family Pro, $99 per year — you can preview every report filled in, free, before deciding.

Can I pay for Eformogi's document generation with my Arizona ESA?

Yes. Eformogi is an approved Arizona ESA vendor, so document generation can be paid from your student's ESA account through ClassWallet instead of out of pocket — $24.75 per quarter (the same $99-a-year rate, billed quarterly per the program's rules, invoiced per student; one student's payment unlocks your whole family account on our side). Generate a ClassWallet-ready invoice on the compliance page (about a minute), upload it in ClassWallet, and everything activates when the program approves the payment. Capturing your record stays free forever either way.

Does the same record work for the rest of homeschooling?

Yes — that is the point. The same timeline that holds ESA purchases holds books read, projects built, courses completed, and hours by subject. It becomes a verifiable transcript colleges can check directly, and in states with paperwork requirements it fills those in too.