Draft only. Organizer output for a CPA — not tax advice, not a filing, and not a write to the books or to QuickBooks.

Credits

Credits and other sensitive items

• Name of the credit or plan under consideration
• Public source and the date it was read, for anything that depends on a 2026 change
• Records created at the time the work happened
• Who performed the work and where
• Dollar range and what would change the range
• Opposing argument in one or two sentences

Leave the row in Candidate or Needs Facts until the CPA accepts the risk.