This is the Tax Credit Transmit Export Type updated for Version 3.0 of NAHMA XML Standard. The states that are covered by this Tax Credit Export Type are grouped by the software application that they use.
Web Compliance Management System (WCMS)
URL - http://www.hdsoftware.com/Products/Multifamily-WhitePaper.html#WCMS
By HDS (Housing & Development Software)
The states covered by this Tax Credit Export Type that use WCMS include Kentucky, New Mexico, South Dakota, and Virginia.
MITAS Internet Property Management
URL - http://www.mitas.com/index.asp
By The MITAS Group
The states covered by this Tax Credit Export Type that use MITAS include Delaware, Georgia, Michigan, and New Jersey.
Spectrum Status Report XML software
URL - http://www.spectrumlihtc.com/
By Spectrum Enterprises
The states covered by this Tax Credit Export Type that use Spectrum include Connecticut, Hawaii, Maryland, Massachusetts, US Virgin Islands, West Virginia and Wyoming.
PHFA On-Line Compliance System
URL - https://multifamily.phfa.org/Default.aspx
By Pennsylvania Housing Finance Authority (PHFA)
Used by Pennsylvania only.
When creating a Tax Credit Transmit Export Type, the following columns should be completed:
Funding Program - you can have a separate Tax Credit Transmit Export Type for each funding program of a community.
Export URL - URL for state’s web site with login to MITAS, Spectrum, WCMS, PHFA for that state.
Short Description – this column populates the Destination Column on the Occupancy and Compliance Detail > LIHTC tab
Export Portfolio Name - Enter the Community’s LIHTC Community Number
Excluded Certtypes - NS, GR, SL, GP, VC, LC, RA, TM, XF, NR, NU, IR
Certtypes to be excluded from the xml file to be created.
Please note that the certtypes to be excluded can vary by the state you are importing the xml file to.
Two other setup details that need to be taken care of before you can transmit a successful file:
The formatting of the BIN entered at the Community Detail > Contract tab needs to match what your state/on-line interface expects.
The formatting of the Unit Nbr entered at the Unit Detail > General tab in the Tax Credit Unit Nbr column needs to match what your state/on-line interface expects.
If this column is left blank (null), then the xml file will pull the Unit Nbr as the Building Number and Apt Number (for example, P-1234).
If you are unsure of the Community Nbr, BIN and/or Unit Nbr, you can log into your state’s online application and verify these numbers there.