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The Direct Pay Resource Library

Original educational guides from GreenFile Advisory, plus the IRS and Treasury primary sources every position links back to. Free to download and share with your board, your EPC, or your finance committee.

Free Educational Guides

Download these guides to understand the Investment Tax Credit, the direct pay filing process, and how bonus credits can increase your organization's return.

Guide · 9 Pages

The Nonprofit's Guide to the Investment Tax Credit

How the ITC works for tax-exempt organizations, which technologies qualify, eligible entity types, direct pay mechanics, bonus credits, funding interactions, and key deadlines.

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Filing Guide · 8 Pages

Section 6417 Direct Pay: A Filing Guide for Tax-Exempt Entities

Step-by-step walkthrough of pre-filing registration, Form 990-T preparation, common pitfalls, a compliance checklist, and what to expect after filing.

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Deep Dive · 8 Pages

ITC Bonus Credits: Maximizing Your Clean Energy Investment

Detailed breakdown of Energy Community, Domestic Content, and Low-Income Communities bonus adders, how they stack, real-world scenarios, and documentation requirements.

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IRS & Treasury References

Every claim on this site links back to a primary source. Start here to verify anything yourself.

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