Changelog
Follow up on the latest improvements and updates.
RSS
GOAT UI
- Colorado Enterprise Zone Eligibility Updated(Enhancement):Updated the Colorado State Credit eligibility flow to require companies to have been located in the same Enterprise Zone for the last three years.
- Indiana Research Activities Defaults Updated(Enhancement):Added default values for unanswered Indiana Research Activities fields to ensure required information is populated in generated deliverables.
- BC Allocation R&D Percentage Editing Added(Enhancement):Added the ability to edit R&D allocation percentages directly from the BC Allocation workspace for Wages and Expenses, including support for single-state and multi-state records.
- Table Controls Simplified(Enhancement):Replaced Edit Columns and Filters buttons with compact icon-based controls and added counters for hidden columns and active filters.
- Business Component Documentation Status Updated(Enhancement):Added a Skipped status for optional Documentation tabs finalized without any information, providing a clearer distinction between completed and skipped documentation.
- All Studies Page Redesigned(Enhancement):Updated the All Studies page with redesigned Active and Completed Study cards, expanded study details, workspace statuses, and improved navigation aligned with the new GOAT/Datahub design.
- BC Allocation Workspace Redesigned(Enhancement):Updated the BC Allocation table workspace to align with the new Figma design and improve the overall table experience.
Admin Panel
- Minnesota Startup Credit Calculation Added(Enhancement):Updated the Minnesota State Credit computation to support startup companies by dynamically determining applicable historical years and applying the appropriate Fixed Base Percentage methodology.
- Not-to-Exceed Fee Calculation Added(Enhancement):Added support for an optional NTE Fee percentage and cap calculation across Expected Fee Structure, Credit and Fee, and Study Deliverable pages.
- Fixed Base Percentage Calculation Details Added(Enhancement):Added a dedicated RC FBP Details view to provide greater visibility into the Federal Fixed Base Percentage calculation and support percentage overrides.
- Ineligible State Reasons Added(Enhancement):Added visibility into the reason a State Credit was marked Ineligible, making state eligibility decisions easier to review from the Admin Panel.
Bug Fixes
- Redacted PDF Formatting Fixed(Bug Fix):Corrected State and Wage column alignment and limited R&D percentages to two decimal places in redacted PDF reports generated without wages.
- Connecticut Qualified Expenses Breakdown Fixed(Bug Fix):Corrected inaccurate values displayed in the Qualified Expenses By Type breakdown for Connecticut State Credit.
GOAT UI
- Partner Logo Visibility Extended(Enhancement):Updated the sidebar to keep the Partner logo visible across the Company, Study, and Workspace views, providing a consistent branded experience throughout the Partner user journey.
- California Prior Credit Method Questions Added(Enhancement):Added conditional questions to the California R&D Credit flow to capture prior-year credit usage and calculation methods for new users, including additional logic for previously filed and amended California returns.
- Multi-Company Support Added for Direct Users(Enhancement):Added backend support for Direct Users to access multiple assigned companies, establishing the underlying logic required for the Multi-Company experience.
- Supporting Documentation Workflow Simplified(Enhancement):Removed the Edit mode requirement from the Business Component Supporting Documentation section, allowing users to add and manage documents directly using the existing auto-save functionality.
- SME Assignment Display Improved(Enhancement):Updated empty SME cells across Business Components, Wages, Expenses, and Allocations so theAddaction appears only on hover, reducing visual clutter while preserving quick access to SME assignment.
- Historical Data Messaging Clarified(Enhancement):Updated messaging related to historical data ranges to provide clearer guidance on the data required for credit calculations.
- Business Component PDF Export Added(Enhancement):Added the ability to export Business Component table data to PDF directly from the Business Components Workspace.
Admin Panel
- Expected Fee Structure Page Added(Enhancement):Moved the Expected Fee Structure from the Study Edit page to a dedicated Admin page and updated the existing fee management navigation accordingly.
GOAT UI
- Expenses Workspace Review Fields Added(Enhancement):Enhanced the Expenses Workspace to support additional review fields, SME assignments, explanations, and quick-view indicators for Supplies, Computing, and Subcontractor expenses.
- Expense Modal Behavior Updated(Enhancement):Updated the Add/Edit Expense modal to display additional review fields only when SME Tracking is enabled, improved empty review field display, and preserved the previous experience for Direct Users.
- Customizable Table Columns Added(Enhancement):Added column visibility controls to the Wages, Expenses, and BC Allocation workspaces, allowing users to customize which columns are displayed.
- Personalized Table Views Saved(Enhancement):Added support for saving each user's customized table layout per study across the Wages, Expenses, and BC Allocation workspaces.
- Fixed Base Year Column Support Added(Enhancement):Updated the Edit Table modal to display Fixed Base Year columns as a separate visibility option when applicable.
- Validation Error Navigation Improved(Enhancement):Updated table validation navigation to automatically reset filters and hidden columns before navigating users to the corresponding validation error.
- Supporting Documentation Added to Business Components(Enhancement):Added a new optional Supporting Documentation tab to Business Components, allowing users to upload, categorize, download, and manage supporting files.
- Supporting Documentation Status Added(Enhancement):Added Supporting Documentation status tracking to the Business Components workspace for improved visibility into documentation progress.
- Company Tax Overview Workflow Updated(Enhancement):Added a Finalize action to the final step of the Company Tax Overview workflow.
- Historical Data Scrolling Improved(Enhancement):Added scrollbars to the Wages and Expenses workspaces when historical data exceeds the visible table area.
- Base Amount Validation Added(Enhancement):Added a notification when the calculated Base Amount exceeds supported thresholds.
- Character Counter Added(Enhancement):Added character counters and soft warning messages to supported free-text fields.
- Truncated Text Tooltips Added(Enhancement):Added hover tooltips for truncated names and descriptions across supported workspaces.
Admin Panel
- Minnesota State Credit Validation Updated(Enhancement):Updated Minnesota State Credit eligibility to correctly enforce entity type requirements.
Bug Fixes
- Maryland State Credit Status Fixed(Bug Fix):Corrected the Maryland State Credit eligibility status to displayIneligibleinstead ofNot Startedwhen opt-in requirements are not met.
- Controlled Group Keyboard Accessibility Improved(Bug Fix):Fixed keyboard support for adding and removing Controlled Group fields using theEnterandSpacekeys.
- SME Email Synchronization Fixed(Bug Fix):Fixed an issue where updating an SME's email address did not update their login email or future email notifications.
- BC Allocation Rounding Fixed(Bug Fix):Corrected Allocation Percentage rounding behavior in the Business Component Allocation workspace.
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GOAT UI
- Pennsylvania State Credit Support Added(Enhancement):Added Pennsylvania State Credit computation, including the PA State Form in the Deliverables workflow and a dedicated Pennsylvania section in the Admin Panel.
- SME Management Improved(Enhancement):Updated the Manage SMEs page to supportDeactivatefor existing DataHub SMEs andRemovefor placeholder SMEs, aligning available actions with SME type.
- Calculation PDF Updated(Enhancement):Added the Supplementary Refund Claim Info section to the Calculation PDF for amended studies, matching the content and formatting of the Final PDF Deliverable.
- Business Component Workflow Updated(Enhancement):Updated the Business Component workspace to require users to finalize each section before progressing to the next, ensuring a sequential review workflow.
- Wages Workspace Filtering Added(Enhancement):Added advanced filtering to the Wages Workspace, allowing users to filter by Study Year, Job Title, State, R&D Allocation, and SME, along with active filter indicators and one-click filter clearing.
- Business Component Navigation Improved(Enhancement):Improved the display of Business Component names and descriptions by truncating long values with tooltips for better readability.
- Smart CSV Import Added(Enhancement):Enhanced the Wages CSV import process to update existing employee records instead of creating duplicates and added a summary of updated versus newly imported records.
- Financial Data Header Updated(Enhancement):Added the Company Name and Study Year to the Financial Data page header, allowing users to easily identify the current entity while navigating financial sections.
- Federal Credit Validation Warnings Added(Enhancement):Added warning messages when Federal Filing or Federal Billing credit amounts do not match the system-calculated values, helping users identify potential discrepancies before proceeding.
Bug Fixes
- Business Component Allocation Difference Calculation Fixed(Bug Fix):Corrected the R&D % Difference column in the Business Component Allocation table to display decimal precision instead of rounding values to whole numbers.
- Amended Return Notice Logic Updated(Bug Fix):Removed the amended return notice from generated PDFs for amended studies where the company was not profitable during the study year, while preserving the notice for applicable studies.
GOAT UI
- Deliverable PDF Formatting Restored(Enhancement):Restored blank line spacing between paragraphs throughout the Deliverable PDF to improve readability.
- BC Allocation Prior-Year Comparison Added(Enhancement):Added Prior Year R&D Comparison columns to the Business Component Allocation workspace, including Prior Year Qualified %, automatically calculated allocation delta, and color-coded indicators highlighting significant year-over-year changes.
- R&D Documentation Display Updated(Enhancement):Updated the R&D Documentation column to display documentation details in a clear, section-based text format instead of icon-only indicators.
- Overview Page Submit By Date Editable(Enhancement):Added a date picker to theSubmit Byfield on the Overview page, allowing users to create or update the deadline directly while keeping it synchronized with the Company & Tax Overview workspace.
- State Credit Eligibility Year Display Improved(Enhancement):Updated the Qualified Expenses by Type table within State Credit Eligibility to display all applicable tax years sequentially, including years with zero qualifying expenses.
- Partnership Wage Guidance Updated(Enhancement):Updated the GOAT information panel with expanded guidance for multi-member partnerships, including instructions for reporting guaranteed payments and applicable W-2 wages.
- SME Self-Assignment Added(Enhancement):Expanded SME permissions to allow eligible SMEs to assign and remove themselves from records within Wages, Expenses, Business Components, and BC Allocation workspaces while maintaining permission-based access restrictions.
- Section 174 Compliance Banner Removed(Enhancement):Removed the temporary Section 174 compliance deadline banner from the Study Overview page for study years 2022–2024 following the expiration of the filing deadline.
Bug Fixes
- Business Component Allocation Labels Updated(Bug Fix):Updated the Business Component Allocation layout and column labels to better support year-over-year allocation comparisons.
GOAT UI
- SME Invitation & DataHub User Management Added(Enhancement):Added a new SME invitation flow with support for assigning existing SMEs, restricting access to assigned records, and managing users through new Current, Invited, and Removed sections on the DataHub Users page.
- Business Component PDF Export Added(Enhancement): Partner users can now export finalized Business Components as PDF documents, including the Business Component details, questionnaire, responses, and supporting content.
- Qualified Expenses Comparison Added(Enhancement): Added R&D Amount Diff and R&D % Diff columns to the Qualified Expenses by Type table to compare the current study year with the previous year.
- Prior Year Business Component Indicator Added(Enhancement):Added an indicator to identify Business Components carried over from a previous study year.
- Business Component Navigation Improved(Enhancement):Business Component names and descriptions are now clickable for quicker navigation.
- Admin Review Workflow Improved(Enhancement): Improved the Admin Panel review experience by preserving the user's scroll position after submitting Supply and Contractor expense edits.
- Study Fee Page Updated(Enhancement):Removed the Accurate Calculation Guarantee card and related $1M guarantee messaging from the Study Fee page.
- QRE Business Component Sorting Added(Enhancement):Added sorting by the Total column in the QREs Total by Business Component section.
Bug Fixes
- SME Assignment Success Messages Added(Bug Fix):Added confirmation messages when Subject Matter Experts (SMEs) are successfully assigned to records.
GOAT UI
- Section 174 Compliance Deadline Banner Added(Enhancement): Added a warning banner on the Study Overview page for studies with tax years 2022–2024. The banner informs users about the July 6, 2026 deadline related to Section 174 compliance under the OBBBA and highlights potential impacts on R&D tax credit treatment.
- BC Allocation Workspace Improved for Large Studies(Enhancement): Improved the Business Component Allocation workspace table usability for studies with a large number of Business Components. Adjusted the table layout to provide more visible space for allocation columns and improve horizontal navigation.
- BC Allocation Column Sorting Added(Enhancement): Added ascending and descending sorting to the Business Component Allocation workspace. Users can now sort allocation data by Name, Job Title, Target, Remaining, and BC Allocation % to make reviewing large employee lists easier.
- SME Tracking Expanded Across Workspaces(Enhancement): Expanded SME visibility and assignment functionality across Datahub. tax and GOAT. tax workspaces. Added SME columns to Business Components, Wages, Expenses, and Allocations workspaces, allowing users to view assigned SMEs directly within the relevant records. SME assignments remain synchronized across related workspaces to ensure consistent tracking.
Bug Fixes
- BC Allocation Table Layout Fixed(Bug Fix): Fixed an issue where the Business Component Allocation table became difficult to use when a study contained a high number of Business Components. The allocation area now remains accessible and easier to navigate when scrolling horizontally.
GOAT UI
- Prior-Year Wage Data Warning Added(Enhancement): added a warning banner to the Wages Workspace when prior-year wage or R&D % data is missing. The banner helps users understand that completing prior-year information may improve credit accuracy and potentially increase the credit amount.
- Company & Tax Overview Validation Banner Added(Enhancement):Added an error banner at the top of the Company & Tax Overview workspace when users attempt to finalize the workspace with unanswered required questions.
- Business Component Deliverable Exclusion Added(Enhancement):Added an “Exclude from Deliverable” action to the Business Components workspace, allowing Project Managers to exclude Business Components directly from the GOAT UI.
Admin Panel
- State Credit Selection Visibility Improved(Enhancement):Added State Name and Eligibility Status fields to the State Credit creation flow, providing better visibility into the selected state and its eligibility status.
- Fee Type Sync to Airtable Added(Enhancement):Enhanced Airtable synchronization to include Fee Type, Fixed Fee Amount, Fee Percentage, and Final Fee, ensuring complete fee information is available for downstream integrations.
- System Time Zone Updated(Enhancement):Updated the Admin Panel environment to use CST as the global system time zone.
Data Management
- Expense State Field Cleanup Completed(Enhancement):Removed the legacy state field from the expenses schema, updated unique index logic, and cleaned up state-related dependencies following the multi-state expenses implementation. This prevents false duplicate expense records caused by legacy state values.
Bug Fixes
- Company & Tax Overview Answers Retained After Reopening(Bug Fix):Fixed an issue where previously completed tax filing questions were reset after reopening and re-finalizing a completed Company & Tax Overview workspace. Saved answers are now retained correctly.
- Company & Tax Overview Validation Highlighting Fixed(Bug Fix):Fixed an issue where the “Are you computing a credit for a short year?” and “In which states did you file for R&D tax credits?” questions were not highlighted during validation when left unanswered.
- Wages Table Horizontal Scrolling Fixed(Bug Fix):Fixed an issue where the Employee Information section overlapped Wage and R&D % columns while horizontally scrolling the Wages table in Edit mode. The employee section now remains properly aligned and fixed during scrolling.
GOAT UI
- No-Officer Confirmation Added to Wages Workspace(Enhancement): Added a confirmation flow when no officers are selected in the Wages → Assign Officers section. Users must now explicitly confirm that there are no officers for the selected year.
- Company & Tax Overview Workspace Redesigned(Enhancement): Redesigned the Company & Tax Overview workspace into three separate tabs: Company Information, Tax Filing Information, and Additional Information. Added tab statuses, navigation controls, and review/edit behavior to improve usability and workflow clarity.
- CO State Questions Added(Enhancement): Implemented Colorado-specific eligibility questions to improve state credit eligibility determination and workflow support.
- Partner Feature Renamed to SME Tracking(Enhancement): Renamed the “Activity Based Survey” feature to “SME Tracking” across the Partner-level Admin Panel configuration.
Admin Panel
- State-Year Visibility Added to Admin Panel(Enhancement): Added new read-only Admin Panel pages for viewing state and tax-year configuration details, including automation readiness, revenue configuration, eligibility questions, and supported calculation/form data.
- State Computation Readiness Tracking Added(Enhancement): Added a new automated readiness flag for state-year configurations. This allows Admin users to track whether a specific state and tax year are fully supported through the automated workflow and deliverable flow.
Deliverables
- CO State Form Added(Enhancement): Implemented Colorado State Form in both the workflow and PDF Deliverables, including State Credit Computation.
- Business Component Category Output Updated(Enhancement): Updated the Supplementary Refund Claim Info section in PDF Deliverables to display only the first selected Business Component Category per Business Component.
- State QRE Summary Display Updated(Enhancement): Updated State QRE Summaries to display only the required prior-year QRE totals based on state-specific base-year requirements.
- Federal QRE Summary Display Updated(Enhancement): Updated Federal QRE Summaries to hide unnecessary historical QRE data beyond the required prior-year totals.
Bug Fixes
- Maine State Credit Calculation Fixed(Bug Fix): Fixed an issue where Line 8 in the Maine State Credit calculation displayed “TBD” instead of the calculated credit value from Line 6.
- States Dropdown Expansion Fixed(Bug Fix): Fixed an issue where the States dropdown was not fully expanded when the Short Year section was displayed in the Company & Tax Overview workspace.
GOAT UI
- Indiana Credit Admin Panel Editing Added(Enhancement): Added the ability for Admin Panel users to edit Sections A–D for Indiana Credits. Address information entered for Sections A, B, and C now populates the Indiana State Form, while Section D text is also synced to the form.
- Indiana State Form Instruction Boxes Added(Enhancement):Added “Important Tips for Part I” and “How to answer Question D” instruction boxes to the Indiana State Form based on the approved design layout.
- BC Status & Deliverable Exclusion Improved(Enhancement):Updated BC Manage Mode to improve visibility of Active and Inactive Business Components. Users can now sort by status, and inactive BCs are automatically marked as excluded from the deliverable.
- 4-Year Prior QRE Data Support Added(Enhancement):Added support for states requiring 4 years of prior QRE data, including PA, MA, NJ, and MD. The system now dynamically requests an additional prior year when applicable.
Deliverables
- AZ State Form Added(Enhancement):Implemented Arizona State Form in both the workflow and PDF Deliverables, including State Credit Computation.
- ME State Form Added(Enhancement):Implemented Maine State Form in both the workflow and PDF Deliverables, including State Credit Computation.
Bug Fixes
- Add Company Button Disabled in Partner Impersonation Mode(Bug Fix):Disabled the “Add Company” button when admin users are impersonating a Partner. Added authorization protection for the/partners/companies/newpath to prevent invalid access and 500 errors.
- Unsupported State Credit Computation Restricted(Bug Fix):Fixed an issue where State Credits could be added for unsupported tax year/state combinations through the Admin Panel. Unsupported State Credit calculations and PDF sections are now prevented from being generated.
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