Pivla Energy Efficiency Insights

Maximizing IRA Tax Credits:  Comprehensive Guide to Prevailing Wage and Apprenticeship Compliance for CPAs

Written by Pivla | Nov 8, 2024 4:10:34 AM

This comprehensive guide to prevailing wage and apprenticeship compliance for CPAs explores key components of IRA tax credits, requirements for prevailing wage and apprenticeship compliance, and practical steps to avoid common pitfalls and maximize your project’s potential tax benefits.

Brief Overview of the The Inflation Reduction Act

The Inflation Reduction Act (IRA), passed in August 2022, represents the largest U.S. investment in combating climate change, promoting energy security, and creating American jobs. The IRA allocates $270 billion across 70 tax credits valid for ten years, until 2032. Among its extensive provisions are valuable tax credits that reward energy-efficient initiatives. However, to fully capitalize on these credits, project owners must meet specific criteria, including prevailing wage and apprenticeship requirements.


If your firm is looking to maximize accuracy & efficiency for your prevailing wage and IRA clients, our software can help.

Understanding IRA Tax Credits: Eligibility and Scope

  • Key Objectives of the Inflation Reduction Act:

    The IRA incentivizes projects that improve energy efficiency and create domestic jobs through tax credits, including Section 45 (Production Tax Credits) and Section 48 (Investment Tax Credits). To maximize these credits, projects must meet base-level criteria, with bonuses available for meeting prevailing wage and apprenticeship (PW&A) requirements.

  • IRA Credit Types and Duration:

    Eligible energy properties span solar, wind, geothermal, electric vehicle charging, renewable fuels, and energy storage. Both public and private sector projects can qualify, providing broad opportunities for municipalities, nonprofits, and traditional tax-paying entities alike.

  • Base vs. Enhanced Credits:

    While base credits for Section 45 and Section 48 projects start at 6%, simply by meeting PW&A standards firms can multiply the tax credit 5x from 6% to 30%. Additional incentives for using domestic content, supporting environmental justice, and operating in designated energy communities can increase credit percentages up to 70%.

Prevailing Wage and Apprenticeship (PW&A) Requirements for Enhanced Credits

Overview of PW&A Requirements

The prevailing wage and apprenticeship requirements are pivotal for enhanced IRA credits. They mandate that specific wage and labor conditions be met throughout the construction phase and in post-construction alterations or repairs. Failure to comply with these standards can result in significant penalties, reduced credit values, or even forfeiture.

Prevailing Wage Standards

The prevailing wage must meet or exceed federal standards for all laborers and mechanics, calculated by combining hourly wages and fringe benefits. Federal prevailing wage rates are published on the government’s SAM.gov website. Noncompliance may lead to penalties of up to $10,000 per worker per year, with severe fines in cases of intentional disregard.

Apprenticeship Requirement

Careful record keeping of apprentice hours, number of apprentices, and number of journeymen is a top priority of construction projects seeking to recoup funds through the IRA credit.

The apprenticeship component includes three tiers:

  1. Apprentice Labor Hour Requirement:

    A percentage (10-15%) of total labor hours must be completed by registered apprentices, depending on the construction start date.

  2. Apprentice Participation Requirement:

    Contractors with four or more employees on a project must employ at least one apprentice.

  3. Daily Ratio of Apprentices to Journeymen Requirement: 

    The ratio of apprentices to journey workers must be maintained per project day. Exceeding the allowed number of apprentices can result in wage penalties. 

Meeting Compliance Standards: 4 Practical Steps and Strategies

  1. Early Compliance Planning:

  • Wage Determination: Project owners must determine the prevailing wage rates early in the project lifecycle. Wage determinations become locked at the start of construction, emphasizing the importance of early planning and proactive communication with contractors.
  • Apprenticeship Participation: Identifying local registered apprenticeship programs can facilitate compliance. The IRS provides a “good faith” option for contractors who make reasonable efforts to hire apprentices but are unable to do so.
  1. Real-Time Monitoring and Management:

    Maintaining compliance requires continuous and consistent oversight during construction. Certified payroll and daily record-keeping help project owners track wage and hour requirements, ensure apprenticeship ratios are met, and detect potential issues before they escalate.
  1. Calculating and Mitigating Penalties:

    Penalties can be substantial, especially for projects that fail to meet apprenticeship targets. Regularly calculating potential penalties, tracking project hours, and forecasting labor requirements are essential to avoid surprises when claiming credits.
  1. Ensuring Compliance Post-Construction:

    Prevailing wage requirements extend into the post-construction period for alterations or repairs to prevent credit recapture. Maintenance, however, is exempt from these standards. Project owners should have procedures in place to ensure that all post-completion work adheres to prevailing wage standards.

3 Key Differences Between IRA and Davis-Bacon Compliance

Although IRA compliance standards draw on Davis-Bacon wage structures, they differ in important ways. Unlike Davis-Bacon, which is governed by labor law, the IRA operates under tax law. As a result, project owners (taxpayers) bear ultimate responsibility for compliance, not contractors. Here’s are 3 key differences that project owners need to know:

  1. Role of the Taxpayer as ‘Agency’: Unlike federal projects under Davis-Bacon, the taxpayer (or project owner) is responsible for establishing prevailing wage determinations and ensuring compliance.

  2. Penalty Structure: Penalties under IRA can be severe, with increased fines for intentional noncompliance. Davis-Bacon penalties are comparatively less punitive.

  3. Certification and Documentation Requirements: Detailed records of apprentice training agreements, wage determinations, and project hours are essential to substantiate IRA credit claims and defend them if audited.

The Financial Impact of Compliance on IRA Tax Credits

Failing to meet PW&A requirements or misinterpreting eligibility criteria can dramatically affect a project’s financial return. Examples illustrate that:

  • A $5 million energy project meeting the enhanced credit standards could receive over $1.5 million in credits versus $300,000 without meeting PW&A requirements.
  • For noncompliant projects, penalties can accumulate quickly. A shortfall in apprentice hours or wage errors can add hundreds of thousands of dollars in penalties.

Early, careful compliance with wage and apprenticeship standards can protect the full value of IRA credits.

Optimizing IRA Credit Claims: Documentation and Tax Filing

Ensuring compliance with Prevailing Wage and Apprenticeship (PW&A) requirements is crucial when claiming Inflation Reduction Act (IRA) tax credits. Key documentation includes payroll records, wage determinations, apprentice training agreements, and any good-faith effort documentation for apprentices. These records must align with IRS standards and be retained for future audits.

Managing this documentation manually can be complex and time-consuming, especially when apprenticeship requirements must be met. Pivla's compliance platform offers a comprehensive solution to streamline this process, integrating payroll and contractor data to simplify record keeping under compliance requirements. The platform enables real-time tracking of compliance, identification of potential issues, worker hours broken down by type of worker, including apprentice versus journeyman, and allows for adjustments as needed. Using Pivla’s wage compliance platform significantly reduces risks and enhances transparency. 

Pivla's software automates the aggregation of information related to IRA tax credits and PW&A compliance, ensuring that firms can efficiently access tax incentives while maintaining compliance. 

By utilizing Pivla's platform, project owners can ensure that all necessary documentation is accurately maintained and readily available for IRS audits, thereby safeguarding the full value of IRA tax credits.

Compliance Software for CPA Firms

Using software to manage compliance with the Inflation Reduction Act’s (IRA) prevailing wage and apprenticeship (PW&A) requirements offers substantial advantages for CPA firms handling energy projects. The complex nature of these requirements – from payroll tracking to maintaining proper wage determinations and apprentice ratios – can be overwhelming if managed manually. Software solutions designed specifically for these regulations streamline data collection and reporting, reducing the risk of human error and ensuring that CPA firms can confidently manage every stage of compliance. By automating key elements of the process, software empowers CPA firms to deliver thorough, accurate services to their clients, minimizing compliance risks while enhancing operational efficiency.

For CPA firms, using specialized compliance software also provides significant time savings. With features like automatic alerts for potential non-compliance, and accessible dashboards for monitoring, firms can swiftly address issues as they arise, rather than retroactively. This proactive approach allows CPAs to focus on advising clients and optimizing tax benefits rather than troubleshooting documentation gaps or errors. Additionally, with software handling the repetitive tasks of tracking and validating apprentice hours or prevailing wage rates, firms can allocate more resources to high-value strategic planning for their clients’ projects, contributing to a better overall client experience.

Finally, software solutions for PW&A compliance offer CPA firms the assurance of maintaining thorough, IRS-ready documentation for future audits. By centralizing payroll records, wage determinations, and apprenticeship documentation in a secure, organized platform, CPAs can be confident that they’re prepared for any tax compliance review. This not only protects the value of their clients’ IRA credits but also reinforces the CPA firm’s reputation for diligence and accuracy in compliance. Ultimately, adopting a software solution positions CPA firms as trusted advisors capable of navigating the complexities of IRA tax credits, making them invaluable partners to their clients in the renewable energy space.

Navigating Compliance to Maximize Project Value

The IRA’s tax credits offer a signifigant opportunity for project owners to offset labor costs and overhead. However, the prevailing wage and apprenticeship requirements necessitate careful planning and meticulous management to secure these benefits.

Taking advantage of IRA credits can mean a 5x multiplier in tax credits—turning a potential 6% base credit into a significant 30%. For example, a $1 million project that qualifies only for the base credit might yield $60,000 in tax savings. But with full compliance and the 5x multiplier, that credit could jump to $300,000—a difference that directly impacts the project’s profitability and return on investment.

This multiplier effect on tax credits translates to substantial financial benefits, and every compliance detail counts. Missing even one component, such as proper documentation of apprentice ratios or prevailing wages, could reduce or eliminate the enhanced credit and sacrifice these extra returns. In large projects, where even minor compliance issues can add up, the difference can mean hundreds of thousands of dollars in missed tax benefits. For example, on a $10 million project, leveraging the 5x multiplier could mean the difference between $600,000 and $3 million in credits—making meticulous compliance an essential financial strategy.

By relying on dedicated compliance software, project owners can more effectively safeguard this multiplier benefit. Specialized software ensures that wage determinations, apprenticeship records, and other documentation align with IRS standards, reducing risk and maximizing credit eligibility. In this high-stakes environment, where each project dollar is affected by compliance accuracy, using advanced compliance tools provides peace of mind and allows owners to confidently plan for the full, multiplied return on their IRA credits.

Don't leave money on the table or leave your clients at risk for compliance issues, Pivla can help!