Low-Income Housing Tax Credit Annual Certification Form

Streamline Your Low-Income Housing Tax Credit Compliance

Managing Low-Income Housing Tax Credit (LIHTC) properties requires meticulous annual certification to maintain tax credit eligibility. This LIHTC Annual Certification Form template provides property managers, housing authorities, and compliance officers with a structured solution for documenting tenant income verification, rent restriction compliance, and placed-in-service tracking—all critical components of IRS Section 42 compliance.

Built for Property Managers and Housing Compliance Teams

Whether you're managing a single LIHTC property or a portfolio of affordable housing units, this template helps you systematically collect and verify the information required for annual certifications. The form guides you through household composition, income calculations, rent limits, and utility allowances while maintaining clear audit trails for state housing finance agencies and IRS reviews.

Automate Your Compliance Workflow with Stepper

Once your certification data is submitted, you can connect this form to Stepper to automate your compliance workflow. Automatically route certifications for review, trigger follow-up actions for missing documentation, sync data to your property management system, and generate compliance reports for your housing finance agency—all without manual data entry or spreadsheet juggling.

Secure, Compliant Data Collection

With Paperform's SOC 2 Type II compliance and secure data handling, you can confidently collect sensitive tenant income information, household composition details, and financial data. Set up automated confirmation emails, create conditional logic to show relevant fields based on household type, and use calculations to verify income limits and rent restrictions in real-time.

Designed for Real Estate and Property Management Professionals

This form is specifically designed for property managers, compliance officers, housing authorities, tax credit syndicators, and affordable housing developers who need a professional, efficient way to complete annual LIHTC certifications. Save time, reduce errors, and maintain the documentation trail required to preserve your valuable tax credits.