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.