License Inventory Worksheet
A one-page inventory sheet for building a single source of truth: every license and credential you hold, with the fields that actually drive renewal action.
Reviewed for 2026, updated September 8, 2026.
The first job in any tracking system, whether it is a notebook, a spreadsheet, or software, is an honest inventory. Licenses accumulate over a career, and each one was tracked somewhere different at the time. This worksheet gives every credential its own row with the fields that matter: who issues it, when it expires, how long the cycle runs, what CE the board expects, when the renewal window opens, and when you last confirmed the record against the issuing authority.
Fill in one row per credential and per state, not per profession, because two boards in two states rarely share a cycle or a CE rule. Leave passwords out of this sheet entirely and keep those in a password manager. The example rows below show the kinds of credentials people forget; replace the placeholders with your own details, and put today's date in the last column only after you have checked the board's own record. If you manage a team, the Firm License Tracking Time Savings Calculator at /tools/firm-license-tracking-savings/ shows what keeping this sheet current across a whole firm is worth.
| License or credential | Issuing board or body | Expiration date | Cycle length | CE hours and required categories | Renewal window opens | Last verified against the board |
|---|---|---|---|---|---|---|
| Primary professional license, home state | Your state licensing board | Your date | Your board's cycle, typically 1 or 2 years | Your total, plus any required category minimums | Your board's rule, often weeks or months before expiration | Your date |
| Same profession, second state | That state's board | Your date | Confirm separately, it often differs | Confirm separately, categories may differ | Confirm separately | Your date |
| Specialty certification | Certifying body | Your date | Your cycle | Your total, or exam-based renewal | Your rule | Your date |
| Business or firm registration | State agency or secretary of state | Your date | Often annual, confirm | Usually none, confirm | Your rule | Your date |
| Federal registration, if any | Federal agency | Your date | Your cycle | Usually none, confirm | Your rule | Your date |
| Local permit or municipal license | City or county office | Your date | Often annual, confirm | Usually none, confirm | Your rule | Your date |
| Safety, first aid, or other employer-required card | Training provider | Your date | Your cycle | Course-based, confirm | Your rule | Your date |
| Insurance or bond tied to the license | Carrier or surety | Your date | Often annual, confirm | None | Your rule | Your date |
https://licenseloopr.com/templates/license-inventory-worksheet/Use it in your business, share it with your team, or link to it from your own site.
Also from LicenseLoopr
- License Renewal Cycle Checklist: A start-to-finish checklist for one license renewal cycle, from confirming the inventory months out to verifying the board record and setting the next reminders.
- Free calculators