Section 45L Tax Credits
The Section 45L Tax Credits screen turns your certification progress into dollars. It reads each project’s ZERH and ENERGY STAR certification status and calculates the federal Section 45L energy-efficient home tax credit in play — $5,000 per ZERH-certified home and $2,500 per ENERGY STAR-certified home — so you can see potential and captured credit across your whole portfolio at once.
Who Uses This
The tax credit tracker is available to Admin roles (and Platform Admin) — the people responsible for the financial and tax picture of the organization.
Where to Find It
Section 45L Tax Credits lives under the Certifications group in the left navigation sidebar, alongside the certification tracker.
Reading the Tracker
The top of the screen shows four summary tiles:
| Tile | Meaning |
|---|---|
| Credits Captured | Credit recognized on projects whose certification has reached Certified |
| Credits Potential | Credit in play on projects where a qualifying certification has been started but is not yet certified |
| Qualifying Projects | Projects with at least one ZERH or ENERGY STAR certification underway |
| Certification Rate | The share of qualifying projects that have actually captured credit |
Below the tiles, a per-project table lists each project’s ZERH status and credit, ENERGY STAR status and credit, and the combined total.
Working the Credit Pipeline
Certify projects for ZERH and ENERGY STAR
Credits are driven entirely by certification status. Run your projects through the ZERH and ENERGY STAR programs in the certification tracker; each program’s status flows straight into this screen.
Watch potential become captured
A credit counts as potential as soon as its certification is started, and becomes captured once that certification reaches Certified. The summary tiles move automatically as your certifications progress.
Use the table for planning and filing
Sort or search the project table to see where credit is sitting and what it’s worth. Use the totals to plan financially and to support tax filing.
Section 45L is a U.S. federal tax credit with its own eligibility rules and documentation requirements. TrueGrade tracks the certification status that drives the credit; confirm final eligibility and claim amounts with your tax advisor.
Related
- PHIUS Tracking — the certification workflow that feeds these credits
- Certification State Machine — how a certification reaches the Certified status that captures credit
- Corequisite Programs — ENERGY STAR, ZERH, and Indoor airPLUS pathways