From Intake to Audit: LIHTC File Management Done Right

It may be 2026, but tenant file and management record-keeping are as important as ever. Your compliance is only as good as your file structure and retention – are you truly ready for an audit?

This training will demonstrate how to effectively and efficiently maintain LIHTC records on your property to be ready for an audit at a moment’s notice, all while keeping your project organized and running smoothly. What are the IRS requirements for retention and maintenance of your records? What should be filed away, and what needs to be posted publicly? And when exactly is the right time to do some spring cleaning and finally shred old documents?

From your temporary Certificate of Occupancy all the way to the final day of your Extended Use Period, you’ll learn how to maintain the optimal file and property documents so that a desk audit is never a fear again.