Placed-In-Service Verification

Our comprehensive five-point framework ensures bulletproof documentation and IRS-compliant verification

IRS Requirements Overview

Placed-in-service requirements are critical for tax credit qualification and proper verification is essential for risk mitigation.

Regulatory Background

IRS regulations require comprehensive documentation including IRS Form 3468, registration documents, and supporting evidence that demonstrates the facility has been placed in service according to federal tax guidelines.

Risk Factors

Incomplete documentation, missing compliance certifications, improper transfer documentation, or failure to meet placed-in-service deadlines can result in credit disqualification or recapture.

Timeline Considerations

Projects must be placed in service before December 31st to qualify for the current tax year. Early submission allows time for document verification and corrections if needed.

IRS Requirements Visualization

Five-Point Framework

Our comprehensive verification methodology ensures complete placed-in-service compliance

1

Physical Construction

Physical construction documentation verification ensures proper evidence of completed construction.

  • Construction Photos
  • Completion Certificates
  • Engineering Certificates
2

Permits and Licenses

Documentation of all necessary permits and licenses for system operation.

  • Building Permits
  • Electrical Permits
  • Occupancy Certificates
3

Legal Requirements

Verification of legal ownership and rights for tax credit qualification.

  • Legal Opinion Documents
  • Property Rights Documents
  • Title Information
4

Control Transfer

Documentation of operational control transfer to the proper entities.

  • IRS Form 3468
  • Transfer Agreement
  • Acceptance Certificates
5

Grid Synchronization

Evidence of successful connection to the grid for operational status.

  • Interconnection Agreement
  • PTO Letter (Permission to Operate)
  • Meter Installation Documents
Verification workflow Screenshot

Verification Process

Our comprehensive verification process ensures all placed-in-service requirements are properly documented and validated.

Document Collection Methodology

We systematically collect all required documents including construction evidence, permits, legal opinions, transfer documents, and grid synchronization records to ensure complete compliance.

AI-assisted Categorization

Our intelligent document classifier automatically categorizes and validates uploaded documents, ensuring proper organization and identifying any missing documentation.

Verification Workflow

Multi-stage verification process tracks document status from pending through verification, with automated alerts for missing items and approaching deadlines.

Final Certification Process

Final review ensures all IRS requirements are met, with comprehensive audit trail and version tracking for all submitted documentation.

Ready to ensure your placed-in-service compliance?

Our five-point framework provides comprehensive verification and risk reduction

Schedule a Demo