Housing Tax Credit Forms

Allocating Forms

Monitoring Forms

Extended Use Period

Rev Date	Form	Purpose	Use When
8/14	WHEDA Multifamily New or Revised Authorization Agreement for Automatic Credits Automated Clearing House (ACH) Transfer	Permits WHEDA to electronically collect compliance monitoring fees	Preparing and submitting final application
5/15	Competitive Allocation Certification Request (ACR) Spreadsheet and Instructions	To provide development data required to issue competitive IRS 8609 form(s)	Preparing and submitting final competitive LIHTC application
4/16	Noncompetitive Allocation Certification Request (ACR) Spreadsheet and Instructions	To provide development data required to issue noncompetitive IRS 8609 form(s)	Preparing and submitting final noncompetitive LIHTC application
	Building Worksheet Calculations: REScheck Compliance Certificate 2000 IECC (non-WHEDA form)	To calculate energy efficiency (for use by architect)	Preparing and submitting final application
1/17	Capital Needs Assessment Solicitation of Interest	For review and approval of potential Capital Needs Assessment Providers	Applying to become a WHEDA-approved Capital Needs Assessment Provider
6/06	Carryover Provision Request (CPR)	To provide detailed information required to issue Carryover Letter	Preparing and submitting Review Two (competitive applications)
10/22	Carryover (Review Two) Submission Checklist	Lists items required when requesting Carryover Allocations (competitive applicants)	Preparing and submitting Review Two (competitive applications)
6/15	Cost Certification Packet (multiple forms)	To provide satisfaction of mandatory third-party Cost Certification (for use by your accountant)	Preparing and submitting final application
10/22	Credit Award Checklist	Lists required post-threshold documentation	Preparing submission of Competitive Application Two and Noncompetitive Application One
10/22	Final Review Checklist (What to Do When a Tax Credit Project Places in Service)	Lists items required when requesting IRS 8609 form	Preparing and submitting final application
10/13	General Contractor Energy Efficiency Certification	To provide certification of development energy efficiency	Preparing and submitting final application
10/13	Owner Energy Efficiency Certification	To provide certification of development energy efficiency	Preparing and submitting final application
8/09	Market Study Solicitation of Interest	For review and approval of potential Market Study Providers	Applying to become a WHEDA-approved Market Study Provider
1/06	Rental Completion Report (sample)	Submitted to Home Fund agency prior to final draw request	Preparing and submitting final applications if Home Funds are a source of financing
11/16	10% Test Packet (multiple forms) 10% Test Procedures 10% Test Instructions 10% Test Worksheet & Owners Certification 10% Test 3rd Party Opinion Letter	To provide satisfaction of mandatory IRS 10% test requirement	Preparing and submitting information for 10% test deadline (competitive applications)

HTC Compliance/Monitoring Manual

Rev Date	Form	Purpose	Use When
8/2014	WHEDA Multifamily New or Revised Authorization Agreement for Automatic Credits Automated Clearing House (ACH) Transfer	Authorizes WHEDA to deposit or withdraw money from authorized accounts.	Submitting a new or revised authorization agreement for automatic credits of tax credit compliance fees.
7/2016	Form 001 Report Submission Instructions	Report submission schedule.	Looking for information on reporting requirements and timeline.
11/2024	Form 100 Form 100 Instructions Owner's Certificate of Continuing Program Compliance	Required form for owner's certification of program compliance.	Submitting owner's annual certificate of compliance due with initial reports & in January of each year.
12/2014	Form 100 A1 Nonprofit Addendum Owner's Certificate of Continuing Program Compliance - Nonprofit Addendum	Required form for owner's certification of program compliance when allocated from the nonprofit set-aside.	Submitting owner's annual certificate of compliance due with initial reports & in January of each year.
10/2018	Form 105 Tax Credit, HUD & WHEDA Contact Information	Updating owner or agent contact information due to change in personnel, address, ownership, or management.	As needed
4/2000	Form 120 Full-time Resident Manager Unit Designation Certification	Report full-time resident manager unit designation.	Submitting initial monitoring reports or whenever there is a change in unit designation. (Applies only to projects with full-time resident manager.)
11/2011	Form 200 Unit Status Report	All reporting done through Procorem. Form is available to reference reporting requirements only. Form includes tenant information such as gross income, rent, subsidy, certification date, move out date, etc.	Submit Unit Status Report online through Unit Status Report portal in Procorem.
1/2012	Form 202A Unit Number Change	Report unit number changes	Requesting unit number changes to update systems.
8/2015	Form 205 Utilities Information	Report utility allowance amounts and documentation.	Submitting utility allowance information.
8/1998	Form 205E Utility Allowance Period Election	Identifies the time frame for which utility allowance information will be obtained for the property.	Submitting initial monitoring reports.
11/2024	Form 300 Tenant Income Certification	Certification of applicant or tenant income.	Certifying household income.
11/2024	Form 301 Instructions for Completing TIC	Instructions for completing tenant income certification.
11/2011	Form 305 Tenant Income Questionnaire	Collect information on applicant/tenant sources of income.	Collecting information on applicant or tenant sources of income.
12/2014	Form 310 Clarification Record	Determining applicant/tenant eligibility and meeting record keeping requirements.	Recording verbal clarification of information reported on 3rd party verification or when written verification is not possible.
6/2022	Form 315 - Supportive Housing Unit Vacancy Marketing Certification	Report vacancy activity for Supportive Housing Units.	Filling a unit designated as Supportive Housing.
11/2011	Form 400 Authorization for Release of Income Verification for Employer	Determining applicant/tenant eligibility and meeting record keeping requirements.	Verifying employment information when preparing applicant/tenant income certification.
11/2011	Form 410 Social Security Verification	Determining applicant/tenant eligibility & meeting record keeping requirements.	Verifying employment information when preparing applicant/tenant income certification.
10/2000	Form 500 Self Employed Income Statement	Determining applicant/tenant eligibility and meeting record keeping requirements.	Obtaining self-employed applicant/tenant income certification.
10/2000	Form 510 Child Support Verification	Determining tenant applicant/eligibility and meeting record keeping requirements.	Verifying child support information when preparing applicant/tenant income certification.
4/2005	Form 520 Public Housing Authority Income Certification	Determining applicant/tenant eligibility and meeting record keeping requirements.	Obtaining certification of applicant/tenant income as verified by Public Housing Authority.
11/2024	Form 600 A Asset Self-Certification (Formerly Under $50,000 / Zero Asset Certification) Form 600 B Asset Self-certification Worksheet	Determining applicant/tenant eligibility and meeting record keeping requirements.	Obtaining applicant/tenant certification of household asset totaling less than $50,000. Subject to HUD imputed asset threshold.
3/2000	Form 605 Divestiture of Asset Verification	Determining applicant/tenant eligibility and meeting record keeping requirements.	Obtaining applicant/tenant certification of assets sold or disposed of for less than Fair Market Value.
10/2000	Form 700 Authorization for Release of Asset Information	Determining applicant/tenant eligibility and meeting record keeping requirements.	Verifying asset information when preparing applicant/tenant income certification.
11/2011	Form 705 Home/Real Estate Affidavit	Determining applicant/tenant eligibility and meeting record keeping requirements.	Obtaining applicant/tenant certification of intent regarding Real Estate Owned.
11/2024	Form 800 A Student Certification Form Form 800 B Student Status Verification Form 800 C Affidavit of Student Financial Assistance	Determining applicant/tenant eligibility and meeting record keeping requirements. Determining Income from Student Financial Assistance	Obtaining applicant/tenant certification of student status.
12/1997	Form 900 Verification of Unemployment Benefits	Determining applicant/tenant eligibility and meeting record keeping requirements.	Verifying unemployment benefits when preparing applicant/tenant income certification.
11/2025	Form 905 Certification of Zero Income	Determining applicant/tenant eligibility and meeting record keeping requirements.	Obtaining applicant/tenant certification of zero income.
11/2011	Form 990 Notice of Change in Ownership	Notify WHEDA of change in project ownership.	Report any time there is a change in project ownership.

Rev Date	Form	Purpose	Use When
12/14	HTC Extended Use Period Form 001 Report Submission Instructions	Report submission schedule.	Looking for information on reporting requirements and timeline.
12/12/2022	HTC Form 100 Owner's Certificate of Continuing Compliance	Owner's certification of compliance with the Land Use Restriction Agreement (required).	Submitting owner's annual certificate of compliance due January of each year during the extended use period.
12/14	HTC 3-Year Tenant Protection Period Form 100 Owner's Certificate of Continuing Compliance	Owner's certification of compliance during the 3-year tenant protection period.	Submitting owner's annual certificate of compliance due January of each year during the 3-year tenant protection period.
12/14	HTC Form 100 A1 Nonprofit Addendum Owner's Certificate of Continuing Program Compliance - Nonprofit Addendum	Required form for owner's certification of program compliance when allocated from the nonprofit set-aside.	Submitting owner's annual certificate of compliance due with initial reports & in January of each year.
10/11	HTC Extended Use Period Form 200 Unit Status Report	Report tenant information during the extended use period. Tenant information includes move-in date, gross income, rent, move-out date, etc.	Submitting Unit Status Report in paper format on an annual basis during the extended use period.
10/11	HTC Extended Use Period Form 201 Unit Status Report Instructions	Instructions for completing and submitting Unit Status Reports and correcting prior reports.	Preparing the following reports: Unit Status Report in paper or electronic format and correction or amendment to prior reports.
11/11	HTC Extended Use Period Form 203 Correction or Amendment to Prior Period Report	Report correction or amendment to prior Unit Status Report, or report and event missed on a prior report.	Submitting corrected or amended tenant information. Submit as soon as you realize there is an error or omission on a prior report.
3/2024	HTC Extended Use Period Form 300 Tenant Income Self-Recertification	Tenant self-recertification of income.	Recertifying household income during the extended use period.
6/2022	Form 315 - Supportive Housing Unit Vacancy Marketing Certification	Report vacancy activity for Supportive Housing Units.	Filling a unit designated as Supportive Housing.
9/12	Calculation of Qualified Contract Price	Excel spreadsheet to use for calculating the Qualified Contract Price.	Calculating and submitting the Qualified Contract Price for Opt-Out.