Compare the same scope
Record low, expected, and high written amounts for equipment, indoor units, controls, electrical work, permits, labor, line and drain routes, finish repair, and maintenance access. Source: U.S. Department of Energy home upgrades and rebates
Record official-program incentives in a separate section and mark them pending until eligibility and amount are confirmed. Source: U.S. Department of Energy home upgrades and rebates Source: IRS Energy Efficient Home Improvement Credit
Keep source documents
Attach the written quote, exact model records, invoices, official eligibility pages, and tax or rebate documents used for every entered amount. Source: IRS Energy Efficient Home Improvement Credit Source: EPA ENERGY STAR air-source heat pump tax-credit page Source: U.S. Department of Energy home upgrades and rebates