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.