Credit and incentive evidence Workbooks

Organize the facts behind the proposed credit or incentive before discussing an amount. Distinguish vendor materials, contemporaneous records and the independent reviewer’s workpaper.

• Research project activity record Workbook

  Project objective, Work performed, Contemporaneous evidence

• Research employee time support Workbook

  Employee duties, Project time, Payroll evidence

• Research contractor payment packet Workbook

  Contract scope, Work ownership terms, Paid invoice

• Research supply cost records Workbook

  Consumed supplies, Project connection, Cost evidence

• Research credit prior claim index Workbook

  Claim year, Workpaper location, Changed facts

• Energy project contract packet Workbook

  Equipment specification, Acquisition terms, Professional review

• Energy project installation evidence Workbook

  Installation record, Service date evidence, Vendor certifications

• Energy project incentive reconciliation Workbook

  Rebate source, Payment record, Cost adjustment question

• Commercial building efficiency record Workbook

  Building project, Engineering support, Reviewer assignment

• Vehicle credit purchase record Workbook

  Vehicle identification location, Seller report, Purchase date

• Charging equipment project packet Workbook

  Equipment invoice, Installed location, Readiness evidence

• Accessibility project credit review Workbook

  Improvement description, Business records, Eligibility reviewer

• Employer training incentive evidence Workbook

  Program description, Participants, Program approval

• Hiring incentive eligibility packet Workbook

  Employee program evidence, Certification timeline, Specialist assignment

• Employer benefit credit evidence Workbook

  Benefit type, Paid costs, Eligible employee review

• Foreign tax paid record Workbook

  Foreign tax source, Payment evidence, Income connection

• Prior credit carryforward index Workbook

  Credit type, Prior workpaper, Current return question

• Credit election implementation tracker Workbook

  Election question, Filing assignment, Completion record

• Credit vendor promise review Workbook

  Promised benefit, Required facts, Independent reviewer

• Credit return support handoff Workbook

  Claim workpaper, Evidence folder, Reviewer signoff

Browse all workbook topics · Review AE’s service scope