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GOAT.tax

FINANCE
Velocity5.0

Tax filing and deduction tracking software for self-employed filers

goat.tax ↗

GOAT.tax calculates the federal R&D credit for whole controlled groups.

r&d tax creditscontrolled groupsform 6765multi-companytax software
◆Current state
GOAT.tax's October 28 release adds Controlled Groups: set up related companies as one group, enter gross receipts, calculate the federal R&D credit at group level and produce group Web and PDF deliverables, with partner portal access. It builds on the Controlled Group data model, multi-company support and October's Form 6765 Section G reporting.
◆Where it's heading
The product is moving from single-company studies to group and partner workflows that larger filers and advisory firms need. Recent releases each add one piece of that structure.
◆Prediction
Expect state credit calculations at controlled-group level next, since the release covers federal credits only.

◆Recent moves

  1. 16d ago

    Major Feature Release: Controlled Groups

    Controlled Groups lets firms calculate the federal R&D credit and produce deliverables for related companies as one group. It completes the multi-company work of the past three months for larger filers.

    View source ↗
  2. 29d 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.

    View source ↗
  3. 1mo 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.

    View source ↗
  4. 2mo 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.

    View source ↗
  5. 2mo 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.

    View source ↗
  6. 2mo 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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