HVAC Rebate and Tax Credit Finder
Takes a quote for high-efficiency equipment and the rebate or credit information you have, then lays out which programs match, what each one requires, what must be done and by when, and what the customer's estimated cost is after confirmed rebates.
Before and after
Job summary
- Customer: Eileen Gross, 718 Dunworth Rd, Alderland
- Handled by: Dylan Finch, Emberworth Heating and Air
- Equipment: Vellichor VX-36 heat pump (3 ton) with a matching air handler, replacing the existing furnace and AC
- Quote total: $14,800
- Planned install: Nov 12 (today is Oct 14)
Programs
- Power company heat pump rebate: Confirmed from your information
- Amount: $800
- Requirements: matched system, pre-approval form submitted before install
- Who files: Emberworth, within 60 days of install
- Deadline: Dec 31
- Vellichor manufacturer rebate: Confirmed from your information
- Amount: $300 on the VX-36
- Requirements: install completed by Nov 30
- Who files: the customer, online, with the invoice
- Deadline: install by Nov 30
- Federal tax credit for heat pumps: Needs confirming
- Amount and eligibility are not known.
Estimated cost
- Quote total: $14,800
- Confirmed rebates: $800 plus $300 = $1,100
- Estimated cost after confirmed rebates: $13,700
We have not confirmed when either rebate is paid, so the upfront price may stay at $14,800 until we know. See the questions below.
Tax credit note
You mentioned a possible federal tax credit. We have not confirmed an amount or whether it applies, so it is not in the totals above. Ms. Gross should ask a tax professional whether she qualifies.
Shop checklist
- Submit the power company pre-approval form before the Nov 12 install
- Confirm the installed system is a matched system
- File the power company rebate within 60 days of install, and no later than Dec 31
- Give the customer a copy of the final invoice
Customer checklist
- Submit the Vellichor rebate online with the invoice (install must be done by Nov 30)
- Ask a tax professional about the possible tax credit
Customer message
Hi Eileen, this is Dylan Finch at Emberworth Heating and Air. Here is what we found for your Vellichor VX-36 heat pump. Two rebates apply based on the information we have: $800 from the power company and $300 from Vellichor, for $1,100 total. That brings your estimated cost to $13,700 from the $14,800 quote. Each program makes the final decision on approval. We will submit the power company's pre-approval form before your Nov 12 install and file that rebate for you after. You will submit the Vellichor rebate online with your invoice, and the install needs to be completed by Nov 30. There may also be a federal tax credit for heat pumps, but we cannot say whether you qualify, so please ask a tax professional. Questions? Call us at 402-555-0182.
Questions for the owner
- What is the federal tax credit amount and its requirements? Please confirm before we tell the customer anything beyond "ask a tax professional."
- Does the power company's 60-day filing window or its Dec 31 deadline apply first if they conflict? Please confirm on the rebate sheet.
- Does the power company rebate require a specific efficiency rating for the VX-36? Your notes only say "matched system."
- Is the Nov 12 install date firm?
- When is each rebate paid to the customer (at install, or after filing)? Please confirm on the rebate sheets so we can tell her whether the upfront price drops.
What it does
Takes a quote for high-efficiency equipment and the rebate or credit information you have, then lays out which programs match, what each one requires, what must be done and by when, and what the customer's estimated cost is after confirmed rebates. It never guesses amounts or eligibility.
Use it when: Use when an HVAC company wants to match a quote for high-efficiency equipment to the rebates and tax credits the owner has on hand, such as "what rebates apply to this quote," "find incentives for this heat pump," or "write up the rebate paperwork for the customer."