EDGE Tax Certificate Submission Form

EDGE Applicant Name

Please include the full Business Name as listed in the EDGE Tax Credit Agreement and any subsequent Amendment(s)

Project Address

Please include all Project addresses listed in the EDGE Tax Credit Agreement and any subsequent Amendment(s)

Tax Year End Date

(i.e. 12/31/2023)

Exhibit D Preparer Contact Name

Exhibit D Preparer Contact Email

Exhibit D Preparer Contact Phone

Phone

Additional Contact(s) & Information

(Optional) Please include any additional points of contact you would like included in all communication regarding this submission.

If you have password protected your Exhibit E (Payroll Report) please include the password here:

Is this Company seeking to claim their first tax credit certificate?

Companies seeking to claim their first tax credit certificate are required to submit an Agreed-Upon Procedures audit (AUP) within 90 days after its tax year-end (3/31 for companies with a 12/31 tax-year end).

Yes

Annual Tax Credit Reporting Requirements

File Upload: Annual Tax Credit Report

For the first year reporting, submissions must be within 90 days of the tax year-end date; subsequent submissions must be submitted 45 days after tax year-end (2/15 for companies with 12/31 tax year-end periods).

Drop your files here

Exhibit D

Report of Job Creation/Retention and Capital Improvements Expenditures

Exhibit E

Master Payroll Report for New, Retained and Baseline Employees as applicable

Remote Workers COVID-19 Payroll Certification

Annual Vendor Diversity Report

Reporting is required for companies that entered into EDGE Agreements (or amended an existing agreement) after October 1, 2017, AND the related companies identified in the EDGE application employ over 100 individuals worldwide.

Annual Reports are statutorily due April 15th each year. If available, we encourage you to submit this report along with your other required documents to avoid any delay in the issuance of a tax certificate.