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GOAT.tax

FINANCE
Velocity5.0

Tax filing and deduction tracking software for self-employed filers

goat.tax ↗

State credit math keeps deepening while the study tables get easier to work in.

tax-compliancerd-creditsstate-coverageauditabilityfee-managementworkflow-tooling
◆Current state
GOAT.tax runs R&D tax credit studies end to end, from wage and expense collection through business component allocation to a filed deliverable. This release tightens three state rules at once — Colorado now requires three years in the same Enterprise Zone, Indiana Research Activities fields get defaults so deliverables are never generated incomplete, and Minnesota picks up startup treatment that derives the applicable historical years and Fixed Base Percentage method dynamically. On the workspace side, R&D allocation percentages become directly editable in BC Allocation for single- and multi-state records, and the All Studies page and BC Allocation table are rebuilt on the newer design.
◆Where it's heading
The state coverage thread has shifted from adding jurisdictions to encoding their harder eligibility and computation rules — Enterprise Zone tenure, startup Fixed Base Percentage methodology, and visible reasons when a state credit is ruled ineligible. That last one, plus the new Fixed Base Percentage details view and override, points at the same goal from a different angle: making the calculation auditable by the person running the study rather than trusting it. Fee handling entered the product this window too, with an optional not-to-exceed percentage and cap threaded through the fee structure, credit and deliverable pages.
◆Prediction
Fee logic just appeared across three pages at once, so the next step is likely the rest of the billing path — applying the not-to-exceed cap to invoicing or partner-facing fee reporting. The notes give no schedule.

◆Recent moves

  1. 1d ago

    Minnesota startup credit math and editable R&D allocation percentages

    State rules get stricter and more specific: Colorado adds a three-year Enterprise Zone tenure test, Indiana gets defaults so unanswered fields cannot leave a deliverable incomplete, and Minnesota gains startup Fixed Base Percentage handling. The auditability thread continues with a Fixed Base Percentage details view, override support, and visible reasons for ineligible state credits, while an optional not-to-exceed fee cap threads through the fee and deliverable pages.

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  2. 12d ago

    Multi-company groundwork and California prior-credit questions

    California picks up conditional questions covering prior-year credit usage and calculation method, including amended returns. Backend support for direct users spanning several companies lands without a visible surface, which is the multi-tenant thread advancing underneath.

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  3. 21d ago

    Saved table views, supporting docs, and state credit fixes

    The Expenses workspace gains review fields, SME assignments and quick-view indicators across Supplies, Computing and Subcontractor categories, gated on SME Tracking so direct users keep the simpler flow. Column visibility controls arrive on the three tables where studies are actually assembled.

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  4. 1mo ago

    Pennsylvania state credit support added to deliverables

    Pennsylvania joins the computed states with its own form in the deliverables workflow and a section in the Admin Panel — the pattern every state has followed. SME management gets the deactivate and remove distinction that DataHub and placeholder SMEs actually need.

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  5. 1mo ago

    Prior-year R&D comparison columns land in BC Allocation

    BC Allocation gains prior-year qualified percentages, an automatic allocation delta and colour-coded flags on significant year-over-year moves. This is the first move toward showing the preparer where a study looks unusual rather than only what it computes.

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  6. 1mo ago

    SME invitation flow and Business Component PDF export

    An SME invitation flow arrives with access restricted to assigned records and Current, Invited and Removed user states, and partners can export finalized business components as PDFs. Together they open the study to people outside the preparing team.

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