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Unless you get the right documents from the owner, you may not be able to manage your tax credit site effectively. Part of keeping your site in compliance is making sure your staff knows all the requirements and restrictions that affect it. The most authoritative sources for much of this information are forms and agreements that the owner signed before the compliance period even began. Therefore, it's important to get the documents you need from the owner as early as you can to ensure that your site complies with them.