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.