Tax Credit Calculations and Fund Roll Up

Fusion automatically calculates the annual tax credits to the partnership on a building-by-building basis based on initial 8609 information and qualified occupancy data. Each partnership’s credit delivery is rolled up to the fund level and annual fund closings are saved in Fusion so you can always access the final closing information from prior years. Fusion also automatically tracks any changes to prior year tax credits and carries them forward to the first open year as an adjustment to current benefits.