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G

GOAT.tax

FINANCE
Velocity5.0

Tax filing and deduction tracking software for self-employed filers

goat.tax ↗

GOAT.tax adds Form 6765 Section G reporting for large R&D credit filers.

r&d-tax-creditsform-6765enterprisemulti-companytax-software
◆Current state
GOAT.tax is filling in what Form 6765 requires. The 10/15 release adds a Qualified Activity Type breakdown (direct research, supervision, support) for studies that meet the Section G thresholds, captures EIN and NAICS codes for the report, and extends bulk SME assignment to wage and expense workspaces. Earlier releases added multi-company support, partner white-labeling, a Controlled Group data model and broader state credit coverage.
◆Where it's heading
The product is moving upmarket: Section G applies only to filers above $1.5M in QREs and $50M in gross receipts, and multi-company plus Controlled Group work targets complex corporate structures. A steady UI redesign of workspaces runs alongside, aimed at making large studies manageable.
◆Prediction
Expect the Controlled Group model to surface as user-facing computations, and Section G output to flow into the generated 6765 report within the next few releases.

◆Recent moves

  1. 2d ago

    Section G activity breakdown, EIN and NAICS fields for Form 6765

    Adds Section G activity breakdowns for studies above the $1.5M QRE / $50M gross-receipts thresholds, plus EIN and NAICS capture for Form 6765. It continues the upmarket push started by multi-company and Controlled Group work, aimed at filers with complex reporting duties.

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  2. 23d ago

    GOAT.tax Release Notes for 09/24/2026

    The September 24 release adds white-label partner branding (logos in the product, consistent across partner-managed studies), state R&D credits in the Study sidebar, and copy/paste for allocation percentages. These are distribution and UX improvements that reflect GOAT.tax's partner-channel growth — the white-label feature particularly suggests more software reseller or accounting-firm partnerships coming online.

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  3. 1mo ago

    GOAT.tax Release Notes for 09/08/2026

    The September 8 release completes the front-end side of multi-company support for Direct/Datahub users, adds a full-screen table view for large data sets, and — critically — adds the Controlled Group data model as backend infrastructure. Also patches a critical data-loss bug where hiding year columns could permanently delete expense data on save.

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  4. 1mo ago

    GOAT.tax Release Notes for 08/30/2026

    The August 30 release delivers the All Studies page redesign and BC Allocation workspace redesign as part of the systematic UI overhaul, plus direct R&D percentage editing in BC Allocation. Minnesota startup company credit calculation and Not-to-Exceed fee support are back-office additions that close gaps for specific client profiles.

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  5. 1mo ago

    GOAT.tax Release Notes for 08/20/2026

    August 20 adds backend multi-company support for Direct Users (the user-facing version landed in September) and adds California Prior Credit method questions — an important compliance addition for California R&D claims that hinge on prior-year calculation methods. Business Component PDF export opens a common deliverable workflow that was previously manual.

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  6. 2mo ago

    GOAT.tax Release Notes for 08/10/2026

    August 10 introduces customizable and saved table column views across Wages, Expenses, and BC Allocation — a workflow efficiency improvement for users who repeatedly navigate these large tables. Supporting Documentation is added as a new Business Component tab, giving a formal home to files that previously had to live elsewhere.

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