---
title: New Markets Tax Credit Allocation Application Form Template | Paperform
description: Professional NMTC allocation application form for Community Development Entities. Collect qualified investment documentation, community impact assessments, and compliance data in one organized template.
url: "https://paperform.co/templates/new-markets-tax-credit-allocation-application"
type: static
generatedAt: "2026-03-28T00:44:37.766Z"
---

[← Back to free form templates](/templates/)    ![New Markets Tax Credit Allocation Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/new-markets-tax-credit-allocation-application.png)
    [Preview](https://_preview.paperform.co/ai-template/new-markets-tax-credit-allocation-application) [Use this template for free](/create?ai-template=new-markets-tax-credit-allocation-application)    [Legal & Compliance Forms](/templates/category/legal/)[Financial & Accounting Forms](/templates/category/financial/) [Legal](/templates/industry/legal/)[Finance](/templates/industry/finance/)[Nonprofit](/templates/industry/nonprofit/) [Lawyer](/templates/role/lawyer/)[Accountant](/templates/role/accountant/)[Financial Advisor](/templates/role/financial-advisor/)[Nonprofit Director](/templates/role/nonprofit-director/)[Compliance Officer](/templates/role/compliance-officer/)     About this free form template
### Streamline Your New Markets Tax Credit Application Process

The New Markets Tax Credit (NMTC) program is a powerful tool for driving investment into low-income communities, but the application process can be complex and time-consuming. This **New Markets Tax Credit Allocation Application template** is designed to help Community Development Entities (CDEs), financial institutions, and economic development organizations collect all necessary documentation in one organized, professional form.

#### Built for CDEs and Community Investment Professionals

Whether you're a certified CDE seeking NMTC allocation authority from the CDFI Fund, or you're managing qualified equity investments and community impact reporting, this template captures every critical data point required for successful NMTC applications. The form walks applicants through investment structure details, qualified low-income community business (QLICB) documentation, community impact metrics, and compliance requirements—all in a clear, logical flow.

#### Complete Documentation in One Place

This template includes sections for applicant organization information, investment details, qualified active low-income community business verification, community impact assessment metrics (jobs created, community services provided, environmental benefits), and supporting documentation uploads. Conditional logic ensures applicants only see questions relevant to their investment type and community designation, reducing confusion and improving completion rates.

#### Integrate with Your Workflow

Paperform's powerful integrations let you automatically route completed applications to your review team via email, save submissions to Google Sheets or Airtable for tracking, or push data into your CRM or grant management system. You can even use **[Stepper](https://stepper.io)** to build automated workflows that trigger compliance checks, request additional documentation, or notify stakeholders when applications reach key milestones.

For organizations managing multiple NMTC applications or client portfolios, the Agency+ tier offers multi-client management, while Enterprise features like SSO and custom data residency ensure your sensitive financial and community data stays secure and compliant.

#### Professional, On-Brand Application Experience

Unlike static PDFs or rigid government portals, this template can be customized to match your organization's branding with custom fonts, colors, logos, and backgrounds. Embed it directly on your website or share via a custom domain to create a seamless, professional applicant experience that reflects the quality of your community investment work.

Trusted by financial institutions, economic development agencies, and Community Development Entities nationwide, Paperform makes it easy to collect, organize, and process complex tax credit applications without the need for developers or expensive software solutions.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Form 10DB - National Fund Donation Certificate](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/form-10db-national-fund-donation-certificate.png)

### Form 10DB - National Fund Donation Certificate

Official Form 10DB for claiming tax deductions on donations made to National Funds under Section 80G of the Income Tax Act in India. Capture donor details, fund information, contribution mode, and deduction computation.](/templates/form-10db-national-fund-donation-certificate/)
[![ABLE Account Contribution and Distribution Tracking Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/able-account-contribution-and-distribution-tracking-form.png)

### ABLE Account Contribution and Distribution Tracking Form

A comprehensive form for tracking ABLE account contributions, qualified disability expense distributions, and compliance with federal contribution limits and eligibility requirements.](/templates/able-account-contribution-and-distribution-tracking-form/)
[![Altinn Tax Exemption Application for Non-Profit Organizations](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/altinn-tax-exemption-application-for-non-profit-organizations.png)

### Altinn Tax Exemption Application for Non-Profit Organizations

Official application form for Norwegian non-profit organizations seeking tax exemption status through Altinn, including activity descriptions, financial reporting, and benefit documentation requirements.](/templates/altinn-tax-exemption-application-for-non-profit-organizations/)
[![Brazilian Tax Exemption Certificate Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/brazilian-tax-exemption-certificate-request-form.png)

### Brazilian Tax Exemption Certificate Request Form

Request a tax exemption certificate for eligible Brazilian entities with CPF/CNPJ validation and supporting documentation upload.](/templates/brazilian-tax-exemption-certificate-request-form/)
[![Conservation Easement Donation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/conservation-easement-donation-form.png)

### Conservation Easement Donation Form

A comprehensive form for documenting conservation easement donations, including property details, valuation information, qualified organization verification, and tax benefit carryforward tracking for IRS compliance.](/templates/conservation-easement-donation-form/)
[![AFIP Transfer Pricing Contemporaneous Documentation Template](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/afip-transfer-pricing-contemporaneous-documentation-template.png)

### AFIP Transfer Pricing Contemporaneous Documentation Template

A comprehensive template for Argentine multinational subsidiaries to prepare transfer pricing contemporaneous documentation in compliance with AFIP regulations and General Resolution 1122/2001.](/templates/afip-transfer-pricing-contemporaneous-documentation-template/)
[![Brazilian Microfinance Institution Operating License Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/brazilian-microfinance-institution-operating-license-application.png)

### Brazilian Microfinance Institution Operating License Application

Comprehensive operating license application form for microfinance institutions in Brazil, capturing CNPJ registration, social mission details, and financial inclusion metrics for regulatory compliance.](/templates/brazilian-microfinance-institution-operating-license-application/)
[![Controlled Foreign Corporation (CFC) Investment Reporting Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/controlled-foreign-corporation-cfc-investment-reporting-form.png)

### Controlled Foreign Corporation (CFC) Investment Reporting Form

Comprehensive form for reporting controlled foreign corporation investments, Subpart F income, GILTI, and foreign tax credit planning for U.S. taxpayers with international holdings.](/templates/controlled-foreign-corporation-cfc-investment-reporting-form/)
[![Déclaration Contribution Économique Territoriale (CET)](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/dclaration-contribution-conomique-territoriale-cet.png)

### Déclaration Contribution Économique Territoriale (CET)

French territorial economic contribution declaration form combining CFE and CVAE components with property details and turnover reporting for businesses operating in France.](/templates/dclaration-contribution-conomique-territoriale-cet/)
[![Form 15CA/15CB Foreign Remittance Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/form-15ca15cb-foreign-remittance-application.png)

### Form 15CA/15CB Foreign Remittance Application

Complete Form 15CA/15CB for foreign remittance with tax deduction certificate and chartered accountant verification. Ensure compliance with Indian tax regulations for overseas payments.](/templates/form-15ca15cb-foreign-remittance-application/)
[![Form 1866 Chilean Interest Income Tax Withholding Declaration](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/form-1866-chilean-interest-income-tax-withholding-declaration.png)

### Form 1866 Chilean Interest Income Tax Withholding Declaration

A comprehensive Chilean tax withholding form for financial institutions to report interest income tax obligations under SII regulations, including exemption thresholds and compliance reporting.](/templates/form-1866-chilean-interest-income-tax-withholding-declaration/)
[![Form 3CEAC – Master File and Country-by-Country Report](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/form-3ceac-master-file-and-country-by-country-report.png)

### Form 3CEAC – Master File and Country-by-Country Report

Complete Form 3CEAC submission for transfer pricing documentation including master file details, multinational group structure, and country-by-country reporting for Indian tax compliance.](/templates/form-3ceac-master-file-and-country-by-country-report/)