Audit your solar contract and claim the 30% tax credit
A solar installation bought on fair terms and fully credited — the contract audited against regional dollar-per-watt benchmarks, warranty and lease escalator clauses understood, the utility net-metering interconnection application filed, municipal permits signed off, and IRS Form 5695 filed to claim the Residential Clean Energy Credit.
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- Your own copy — keep it forever
- Gets better over time — free updates included
- Run it on web and mobile
- Invite a partner to go through it with you — you share the same progress
- 4 knowledge checks to test what you've learned
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Who it's for
U.S. homeowners who have a signed or pending rooftop solar proposal and want to verify the pricing, terms, and equipment before signing — and then claim the full 30% federal credit on their taxes.
About this playbook
This guide walks you through auditing an installer’s solar proposal and claiming the 30% federal tax credit on your own. You will compare the quoted price per watt against your region’s benchmarks, verify equipment and warranty terms, and decode financing, lease, or PPA clauses so you know exactly what you are signing. The path covers the utility interconnection application, municipal permitting steps, and the final tax paperwork. It does not cover installation labor, choosing an installer, or evaluating battery storage separately. Everything is designed for a homeowner working alone, without hiring a consultant or lawyer.
What you'll do, step by step
Free preview — these steps are open to read in full before you buy.
Phase 1: Gather your documents and establish benchmarks
0/4Collect everything you need to audit the contract and build a reference set of market prices, utility rules, and credit requirements. Each document you gather is used in later phases.
- 0/520 min
- 25 min
- 15 min
- 20 min
Phase 2: Audit the contract pricing and equipment
4 stepsPhase 3: Scrutinize financing, lease, or PPA terms
4 stepsPhase 4: Complete interconnection and secure permits
4 stepsPhase 5: Finalize installation sign-off and claim the federal tax credit
5 stepsDetails
What you need first
A solar proposal or contract from a licensed installer. Access to your utility account (online login or recent bill). A computer with internet access. For Phase 5, you will need your previous year’s federal tax return and the final paid invoices from the installer.
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About the creator
I document buying, renting, renovating and the bills that come with a home in concrete steps — no jargon, no stages skipped.
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