Most Comprehensive  R&D Tax Credit Software

Achieve the tax credit your SaaS company deserves with the GOAT.Tax software platform. Spend more time innovating with our simplified R&D tax credit software.

The 2021 SaaS (service as a software) industry is worth an incredible $145 billion, with a projected user spending of $179 billion in 2022. Since Salesforce launched in 1999, the service as a software industry has been constantly evolving, improving, and progressing to increase production, save time, and simplify tasks. With more individuals than ever utilizing the internet for everyday tasks, the amount of independent SaaS developers and small businesses is also exponentially increasing. The result is a SaaS platform for everything, and that shouldn’t go unnoticed.

With heightened risk and climbing development costs, companies are urged to explore any additional cash flow, especially small to medium-sized businesses. For these companies, the R&D tax credit can be the difference between launching or closing. QREs (qualified research expenses) encompass the highest expenses in SaaS development, so if your company is already spending the money, you are entitled to benefit from this program. Developing a service as a software entails technical and financial risk, which the R&D tax credit can help relieve.

$145 billion

Valued

18% Increase

In User spending between 2020 and 2021

This is where the R&D tax credit really shines. SaaS is rife with technical and financial risk, which means that the work being done qualifies for the credit

Qualified Research Activities for SaaS Development Companies
Developing new or improved technologies (e.g., new algorithms or methodologies)
Design and development of new or improved software applications and architecture
Internal Use Software development
Developing data mining techniques including big data analysis and processing
Development of document management systems
Development of education-based software
Design and development of CRMs
Design and development of compliance systems
Healthcare system and application development
Development of financial and accounting software
Development of monitoring systems
Development and integration of databases
Developing messaging technologies
Building QA or testing environments
Case Study

SaaS Company

A video subscription company needed to make improvements to its current product offering.

R&D Tax Credit Qualification for Your SaaS Company

The R&D activity at this video subscription service began with defining requirements for an enhanced product. Several internal meetings helped the company to specify the exact new and improved technologies they would incorporate into their 2.0 video subscription product offering. The team consisted of both employees and contractors for engineering and development.

In the first few weeks of the project, they put together a list of specific methodologies and algorithms that would be incorporated into the new video subscription product. Once a list was finalized of the steps they needed to take, they developed improved messaging technologies for communicating with customers, created specific testing environments, and began implementing the new algorithms.

The team rolled out several tests of the video subscription program to evaluate it. Upon further inspection, they designed and developed new, elaborate compliance systems, as well as refined various elements of the customer interface. They also tested the video subscription product for performance and acoustics. The result was a thoroughly updated product with a more user-friendly interface.

The Results Speak for Themselves

Over a 4 year period, this company was able to generate roughly $2MM in total Federal credits and $800K in state credits. This additional working capital has allowed them to expand their organization every year and add significant headcount to their team.

$2MM

Generated in total Federal credits

$800K

Generated in state credits

How it works

The R&D credit  made easy. Like, really easy.

With over 9,800 tax credit studies filed, you could say we know the R&D credit pretty well. We put all that experience into GOAT.tax so you can spend less time filing returns and more time on what you do best.

Automate

Just connect your payroll system, and we'll do the work of bringing your data into our platform.

Allocate

We will guide you in accurately qualifying your research expenses. We have over 50 tax professionals, ready to provide support.

Generate

Our SmartCreditEngine crunches the numbers to make sure you get the maximum tax benefit. Your tax credit study is just a click away.

Why GOAT.tax?

GOAT.tax was created for the purpose of educating businesses on the R&D tax credit and assisting companies that qualify for the credit to claim it.
We have leveraged over 305 collective years of experience across a national team of more than 50 R&D tax credit experts to eliminate estimations and guessing from your tax preparation. We have taken the guesswork out of a complex tax credit incentive to make it more accessible to SaaS companies everywhere.
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Hire US-based engineers, developers, or scientists.
Designs and develops product prototypes and/or software.
Performs experimentation and validation on products, manufacturing processes, and/or software.
None of the above.

This calculator has been developed utilizing data from a variety of studies conducted in the industries listed. This is only an approximation based on a variety of assumptions and should be treated as such.

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Based on your responses, we believe that you are not currently eligible for the R&D tax credit.

Please check back with us if you perform any product or software development-related work in the future.

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Features

We thought of
everything.

SmartCreditEngine that optimizes your monetary return
Secure, encrypted environment for housing data and documentation
A user-friendly, self-guided experience
Multiple user types for compartmentalization of sensitive data
Compatible integration with most payroll systems
Full support from our team of tax GOATs
Qualified R&D Expenses identification across all expense categories
Each study is covered by our dedicated audit support
Case studies

Utilize your R&D Credit, Regardless Of Your Industry.

The R&D tax credit contributes to the success of a multitude of businesses, with over $19 Billion in annual credits redeemed by companies in over 70 industries.
70+
Industries served
9,800+
R&D tax credit studies completed
24M
Tax returns with R&D tax credit claims

Game Development

Specialty
Development of FPS games for the Console, PC, and Mobile markets in addition to creating novel VR & AR Experiences.
Employees

25

Annual Credit

$286,423

SaaS Platform

Specialty
Online SaaS platform for analysis of business credit worthiness.
Employees

19

Annual Credit

$43,587

Blockchain Platform

Specialty
Development of a new blockchain infrastructure in preparation for ICO.
Employees

5

Annual Credit

$10,211

Internet of Things

Specialty
Development of an all-in-one sensor product in addition to a machine learning platform for analyzing data.
Employees

21

Annual Credit

$158,215

Electronics Manufacturing

Specialty
Design, development, and rapid prototyping, materials evaluation, and full electromechanical assemblies.
Employees

7

Annual Credit

$37,451

Testimonials

Join the growing list of people who love GOAT.tax.

“Our R&D tax credit was over $114,000! Well worth the time we invested to answer questions and connect our payroll. We plan to use this extra cash to hire additional software developers so we can go to market faster than planned."
Charles P. (Game Development)
“The process was MUCH easier than I thought it would be. Very user friendly and the automated software allowed us to track the progress every step of the way. The best part was that our credit came in at $89,050!”
Mark K. (FinTech)
“We were able to offset our payroll taxes by $34,980 which is a HUGE win for our small start-up company."
Rebecca W. (eCommerce)
“We were amazed by how easy the automated GOAT platform was to complete our R&D tax credit study. Their years of experience played a big role in making sure we didn’t miss anything.”
Jonnie C. (Software Development)

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