All of the company's studies will be found on the main dashboard. Any active studies will be displayed on top. To continue working on the study, click on the "Continue Progress" button just below the studies progress bar.

The progress of your study is outlined on the main workspace dashboard with the following types of icons:

In the upper right-hand corner of the workspace dashboard, is the section that allows you to update or change your tax return filing information. Click on this button to make any necessary changes.

Select this workspace to continue working or editing any information regarding the company's tax information or credit utilization.

Select the "Edit Tax Info & Credit Utilization" button to make any changes or updates to this section.

The Financial Data workspace is where you will be entering all of the financial data for the R&D credit calculation. Each section operates similarly to one another. This allows the user to have a simplified experience when entering all of the financial data.

Each section has an option for importing the expense data into the platform using our downloadable template. Select the "Import from .CSV" button and you see an option to download the template.

Each template comes with column headers, which should not be changed, to indicate the necessary information. Please be sure to carefully look at each header.

📢Note:

r_and_d_percentage

Examples:

if R&D allocation is 35.3%, the value in the template must be 35.

if R&D allocation is 75.5%, the value in the template must be 76.

This feature allows you to connect to your company's payroll provider to import employee names and wage data.

Just select your provider in the list and log into your account to import the necessary data. GOAT.tax supports the following payroll and HR systems:

Each section allows for a manual input option, where you can enter in the data one line at a time.

Each section follows a similar format but may ask for slightly different information. To confirm or cancel an input, select the appropriate button in the lower right-hand corner.

Each section, except for Revenue, allows you to finalize a section without entering any information. This button is located beneath the manual add button for each section. For wages, it is located to the right of the manual add button.

If you mistakenly entered incorrect information or had a bad import of data, you can delete items using the selection box next to the appropriate row.

If multiple items need to be deleted, select multiple rows and when you are ready click on the "Delete Selected" button next in the upper right-hand side of the workspace.

If you would like to delete all items, select the box in the upper left-hand corner of the workspace next to the first column header. This will select every row and allow you to delete all the items in that section.

Be advised that this data is NOT able to be recovered. Please only delete if you are certain about removing all of the data in that section.

Edit buttons are located in the upper right-hand corner of each section. Select the button for the section you would like to make updates to. If all the data is correct, the submission button labeled "Continue to Submission" is located in the top right corner of the workspace.

To enter the percentage, select the appropriate BC column for the row you want to update and begin typing in the percentage. The remaining column will be updated accordingly. It will show "Done" when there is no more % left to allocate.

This section will open once all of the Business Component Allocations are complete and the Filing status of the original tax return, for that tax year, is "Yes".

Edit your company details in this section if there are any mistakes or changes to the company.

Located in the bottom right-hand corner, is the Chat Support bot. The Chat Support bot is available to you at any point on the GOAT platform. If at any moment the information in the GOAT Bar does not answer your question, this chatbot is available to you for any questions you may have. It is backed by a large database filled with knowledge about the R&D credit to provide the answers you may be looking for.

There is also the option to speak directly with one of our Tax Gurus if you are still unable to get the answer you need. Our Tax Gurus, are very knowledgeable about the R&D credit and will be able to help you get your studying going in the right direction.