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Record Keeping from Susan Traugh's Daily Living Skills is a life skills workbook to help students with special needs understand how to organize the paperwork of adulthood including irreplaceable documents, bills and notices, medical paperwork, tax-deductible receipts, and more in accordance with federal mandates for transition services and adult living education.


Record Keeping provides instruction in adult living skills and transitional skills for both mild-to-moderately affected special needs students and general education students alike and provides adult living skills for special needs teens to meet federal transition mandates, Indicator 13 requirements, and SCAN recommendations. Like the other books in this series, Record Keeping contains airy-pages and bullet-point information for easy, independent study, yet, these books, nevertheless, respect teens’ maturity and humor while presenting federally mandated Indicator 13 skills and transition skills needed for adult independence. Each lesson is taught in a short one-to-four page format with follow-up worksheets/activities to check comprehension. Real world activities are provided whenever possible. Lessons in Daily Living Skills Record Keeping include:


  • Why keep records
  • Kinds of records
  • Irreplaceable records
  • How to get a safety deposit box/home safe
  • What happens if they're gone?
  • Talking taxes
  • Tax-deductible expenses
  • Everyday records (bill, correspondence, urgent)
  • Shredders
  • How to organize bills and to-do paperwork
  • Filing check stubs
  • How to handle call-backs, appointments and other to-do
  • Organizing medical paperwork


Additionally, this book provides a student grading sheet, answer key and a Parent Letter suggesting at-home activities for families in accordance with federal mandates for parent involvement. Join my newsletter to receive monthly updates and free lessons on timely topics by requesting at Follow me here or on facebook at Transition 2 Life or for weekly blogs and free lessons. Review and rate this product to earn credits at TPT.

Record Keeping

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