GOAT.tax
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GOAT.tax Release Notes for 07/27/2026

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 support
    Deactivate
    for existing DataHub SMEs and
    Remove
    for 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.