GOAT UI
- Expenses Workspace UI Updated(Enhancement):Updated the Expenses Workspace with Vendor Name and Expense Type search, simplified action controls, consolidated import options, and a relocated Finalize action across Supplies, Computing, and Subcontractors.
- Estimated State R&D Credits Added to Study Sidebar(Enhancement):Added Estimated State R&D Credit information to the Study sidebar to provide greater visibility into expected State Credits.
- Allocation Copy/Paste Functionality Added(Enhancement):Added copy and paste support for editable percentage cells in the Allocations workspace, allowing users to quickly reuse allocation values while maintaining existing calculations and validations.
- Wages Rows-Per-Page Control Added(Enhancement):Added a Records per page control to the Wages table, allowing users to display 50, 100, 150, or 200 employee records per page.
- White Label Partner Branding Added(Enhancement):Added white-label GOAT.tax branding support with Partner logos to provide a more customized experience for Partner-managed companies and studies.
- Prior Study Details Added to Business Component Documentation(Enhancement):Added access to prior-year R&D Activities, Technical Uncertainties, and Processes of Experimentation from Business Component Documentation without automatically carrying this information into the current study.
- New Study Creation Expanded on All Studies Page(Enhancement):Updated the All Studies page to support new Study creation for both single-company and multi-company users.
- Carried-Over Expense Additional Information Editing Fixed(Bug Fix):Fixed an issue where Additional Info fields, including SME, Explanation, and related checkboxes, were disabled for carried-over Expense records.
- Estimated Federal R&D Credit Display Fixed(Bug Fix):* Fixed an issue where the Study sidebar could display Regular Credit as the Estimated Federal R&D Credit when required Base Year data was unavailable.
Admin Panel
- Deliverable Actions Relocated(Enhancement):Moved Uncomplete and Release actions from the Study-level subheader to Deliverable History alongside Revise, keeping deliverable-related actions in one location.
- Credit Details by Study Added(Enhancement):Added a Credit Details by Study section to Financial Data, providing historical Federal and State Credit information across Study Years with CSV export support.
- QRE Totals by Activity Type Added(Enhancement):Added a Total Wages QREs by Activity Type breakdown to the Business Components section, showing QRE allocations by Direct Research, Direct Supervision, and Direct Support for each Business Component.
- Study Tree Permissions Fixed(Bug Fix):Fixed an issue where permission restrictions were not correctly reflected in the Study tree, causing users to see sections they did not have access to.
State Credit & Deliverable Updates
- Utah Average Annual Gross Receipts Calculation Fixed(Bug Fix):Corrected the Utah Average Annual Gross Receipts calculation to use the actual number of applicable prior years the company was in business rather than always dividing by four.
- Illinois 1299-A Worksheet References Fixed(Bug Fix):Corrected line references in Step 2 of the Illinois 1299-A worksheet included in the PDF deliverable.
- Tax Prep Advocates Closing Letter Logo Fixed(Bug Fix):Fixed an issue where the Tax Prep Advocates logo could render on a separate page instead of remaining with the closing letter signature.