Installer Paperwork Checklist 2026: What to Get Before Tax Filing
Before filing federal energy credits (25C, 25D, 30C, 30D), collect from your installer: itemized invoice with equipment, labor, permitting, and interconnection separated; manufacturer Qualified Product Identification Number (PIN) for heat pumps and HPWHs (required tax year 2025+); AHRI certification for HVAC; ENERGY STAR labels for windows/doors; placed-in-service date; rebate documentation showing any state or utility rebate received. Save records for at least 3 years post-filing — the IRS audit window for energy credits.
Solar/Battery/Geothermal (25D)
Itemized invoice. Equipment serial numbers. Inverter and battery model numbers. Installation date (placed-in-service). Permitting and interconnection fees documentation. Any utility or state rebate received (reduces basis). For batteries: capacity in kWh on invoice (must be 3+ kWh for 25D).
Heat Pump / HPWH (25C)
Itemized invoice. Manufacturer Qualified Product Identification Number (PIN) — required tax year 2025. AHRI certificate. CEE tier confirmation. Installation date. Any rebate received. For heat pumps, model must be on NEEP Cold Climate ASHP list (in northern states).
EV (30D / 25E)
IRS Form 15400 from dealer (if POS transfer). VIN. MSRP (under cap requirements). Battery component sourcing certificate. Sales contract with itemized breakdown. Vehicle delivery date.
EV Charger (30C)
Itemized invoice covering charger equipment, install labor, electrical panel work tied to charger. Census tract eligibility verification (DOE Argonne 30C lookup screenshot dated install day).
State Rebate Documentation
State energy office rebate confirmation. Utility rebate approval letter. SREC sales contract (if applicable). Performance-based incentive contract (if applicable).