LIHTC File Review Checklists–All Cert. Bundle (Initials+Full Recerts+Self Certification Annuals)
$250.00
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These interactive LIHTC File Review checklists are intended for property management staff to ensure compliance with program requirements. Based on decades of experience reviewing files, these checklists help staff review, understand, and properly address eligibility questions.
The checklists work to ensure:
- All required forms have been gathered and completed in full
- Common findings of non-compliance are addressed before they’re identified in audits
- The TIC and other documentation match the eligibility determinations identified in the file.
For use in self-auditing files, auditing co-workers’ files, or for compliance departments, this bundle provides Checklists for Move-Ins and Recertification Checklists for both Mixed-Use and 100% LIHTC properties.
Areas of concern are highlighted in red as the checklist is completed so that property management staff can easily identify what needs to be corrected.
Related products:
- View our 100% Tax Credit Bundle: This bundle includes a checklist to be used for Initials, as well as a checklist for annuals at 100% LIHTC projects, where student status must still be reviewed, but income is not required to be verified.
- View our Mixed Project Tax Credit Bundle: This bundle includes a checklist for Move-Ins as well as full annual recertifications, where traditional income and asset verifications are required at annual recertification.
