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GOAT.tax

FINANCE
Velocity6.3

Tax filing and deduction tracking software for self-employed filers

goat.tax ↗

GOAT.tax completes multi-company portfolio management in its UI while adding state-by-state R&D credit coverage each sprint.

r&d-tax-creditmulti-companystate-creditsfinancetax-softwarecompliance
◆Current state
GOAT.tax is a vertical R&D tax credit platform shipping bi-weekly feature bundles aimed at tax professionals and their firm clients. The current cycle is completing a multi-month multi-company buildout: backend support landed in August, and the September release brings the unified Company Overview UI and a self-service company/study creation flow. In parallel, the team is methodically adding state-specific R&D credit logic — Colorado, Indiana, California, Pennsylvania — with each release extending geographic coverage.
◆Where it's heading
The multi-company capability marks a category shift: GOAT.tax is no longer a single-entity R&D credit workflow tool but a practice management platform for firms handling multiple client entities. The state credit expansion is systematic — each sprint adds one or two states — suggesting a plan to reach full 50-state coverage over the next 12–18 months. UX work (full-screen tables, saved column views, icon-based controls) is maturing the interface for the high-data-volume workflows that characterize multi-company tax studies.
◆Prediction
The next releases will likely expose more multi-company features — cross-company reporting, batch study operations, or consolidated portfolio views — to leverage the infrastructure now visible in the UI. State credit coverage will continue one to two states per sprint.

◆Recent moves

  1. 7d ago

    Multi-company portfolio view and self-service company creation ship to UI

    ⚡ SPARK

    Multi-company support lands in the Company Overview UI, completing a buildout that started as backend-only in August. The new + Create flow lets Direct and Datahub users spin up companies and studies without admin intervention — a meaningful self-service shift for a platform that previously required more manual setup.

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  2. 15d ago

    GOAT.tax Release Notes for 08/30/2026

    Colorado Enterprise Zone eligibility now enforces the three-year location requirement, bringing the platform into compliance with a specific Colorado state rule. R&D percentage editing lands directly in the BC Allocation workspace for both single- and multi-state records — removing a workflow step that previously required navigating elsewhere. Table controls are simplified to icon-based compact form.

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  3. 26d ago

    GOAT.tax Release Notes for 08/20/2026

    California R&D credit flow adds conditional questions for prior-year credit usage and amended return handling — a compliance detail that matters for California filers with filing history. The multi-company backend support for Direct Users establishes the data model that the 09/08 UI release would complete. Documentation workflow is simplified in parallel.

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  4. 1mo ago

    GOAT.tax Release Notes for 08/10/2026

    The Expenses Workspace gains SME assignment, review explanations, and quick-view indicators for high-value expense categories (Supplies, Computing, Subcontractors) — adding structured review workflow for large expense studies. Customizable, saved column views across Wages, Expenses, and BC Allocation workspaces reduce friction for users working with wide, high-column-count tables repeatedly.

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  5. 1mo ago

    GOAT.tax Release Notes for 07/27/2026

    Pennsylvania state R&D credit computation is added — including the PA State Form in Deliverables and a dedicated Admin Panel section — extending GOAT.tax's geographic coverage to another major manufacturing and tech state. SME management gets deactivation support for DataHub SMEs, tightening access control as user bases grow.

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  6. 2mo ago

    GOAT.tax Release Notes for 07/14/2026

    Prior-year R&D comparison columns land in the BC Allocation workspace, showing allocation delta and color-coded year-over-year change indicators. This is an analytical addition that directly serves audit defense and review workflows — tax professionals can spot allocation shifts that warrant explanation before a return is filed.

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