We're excited to introduce Controlled Groups, a major new feature that lets you manage multiple related companies as a single group for R&D tax credit purposes. Instead of handling each company separately, you can now set up the group, calculate the Federal R&D Credit at group level, and generate group deliverables in one place.
This release introduces a complete Controlled Group workflow, covering group setup, company management, Federal R&D Credit calculations, and deliverable generation.
Key capabilities include:
- Controlled Group Creation & Management:Create Controlled Groups, add and manage group entities, enter Gross Receipts, and review group setup information.
- Group Navigation:Navigate between related companies using the Controlled Group Entity Switcher, with dedicated Overview and Management pages.
- Federal R&D Credit Calculations:Calculate Federal R&D Credits at the Controlled Group level with dedicated calculation and form views.
- Controlled Group Deliverables:Generate and manage group-level Web and PDF deliverables through a dedicated deliverable workflow.
- Multi-Company Support:Access and navigate multiple companies within a Controlled Group, with updated All Studies and Company Overview experiences.
- Partner Portal Integration:View and manage Controlled Groups directly from the Partner All Companies page.
GOAT UI
- Drag-and-Drop File Uploads Added (Enhancement):Added drag-and-drop file upload support to the Study Files page and Business Component Supporting Docs section, allowing users to upload documents more easily.
- 2026 Study Year Support Added (Enhancement):Added support for creating and rolling over 2026 Studies starting November 1, 2026, including updated Study Year selections across the application.
- Business Component Allocation Tab Statuses Added (Enhancement):Added individual progress statuses and completion counters to Employees, Supplies, Computing, and Subcontractors tabs in the Business Component Allocation workspace.
- Multiple File Uploads Added (Enhancement):Added support for uploading multiple files at once from the Study and Company Files pages.
- State Selection Search Improved (Enhancement):Updated the States dropdown in Employee and Expense modals to support searching by state abbreviations and display abbreviations alongside state names.