Tax Credit Compliance relates to any multi-family properties that were developed using Low-Income Housing Tax Credit (LIHTC) allocations.
Tax Credit Compliance applies to properties developed through TCAP, 1602, and Tax-Free Bond funding and can also apply to properties developed through any combination, or layering,
of the previous funding sources, as well as HOME gap-funding.
LIHTC, TCAP, 1602 and BOND properties all operate under the same I.R.S. compliance rules and regulations, and use the same forms. If a property has any additional HOME funding, there are extra, and/or different forms that must also be used. Those forms are designated with the word “HOME”.
Tax Credit Forms and Documents
Tax Credit Required Forms
- Annual Occupancy Report
- Annual Occupancy Report – Instructions for completing the form
- Certification of Student Status (For Tax Credit Only)
- Demographic Profile Form
- Employment Verification
- HOME Affirmative Marketing Plan – for properties w/ more than 4 HOME units
- HOME Unit Lease Addendum
- IHFA Annual Self Cert
- IHFA Common Area & Staff Unit Status Affidavit
- IHFA Tenant Income Certification (Revised)
- Owner’s Cert of Continuing Program Compliance (NEW)
- VAWA Lease Addendum
- VAWA Notice of Rights 5380
- Violence Against Women Act (VAWA)
Tax Credit Suggested Forms
- Affidavit of Non-Employment
- Bank Verification
- Building Casualty Loss Notification
- Certification of Daily Needs
- Certification of Dependent Child(ren)
- Certification of Domestic Violence, Dating Violence or Stalking
- Certification of No Child Support
- Certification of Student Status (For Tax Credit Only)
- Certification of Zero Income
- Child Support Affidavit
- Clarification Memo
- Common Area Affidavit
- Documentation of Unit Transfer
- Electronic File Stacking Order
- Employment Verification Calculator
- HOME – AMP Approval Date and Location
- HOME – AMP Renewal Certification
- HOME Lead Base Paint Pamphlet
- HOME Lead Based Paint Disclosure
- Household Questionnaire
- IHFA Annual Self Cert
- IHFA Common Area & Staff Unit Status Affidavit
- Income Asset Calculation Worksheet
- Notice of GP Mgmt Change
- Pension and Annuity Income Verification
- PHA Statement
- Renovate Right Brochure
- Rental Application
- Sample VAWA Cert
- Self-Employment Affidavit
- Student Status and Financial Aid Verification
- Under $5000 Asset Certification
- VAWA Cert of Domestic Violence 5382
- VAWA Emergency Transfer Plan
- Verification of Regular Contributions
- Verification of Social Services
Tax Credit (LIHTC) and HOME Compliance Manuals
Training Webinars
Housing Compliance Inspections
Please note: To begin the webinar click play arrow. Audio will begin at 5:51 on the video timeline. Total runtime is 1 hour and 16 minutes.
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