Tax Data Visualization
Read a User Experience Magazine article about this project.
Problem
- Enable tax professionals to explain to clients how they arrived at their refund or balance due.
Process
Solution
- Designed a graph view that shows where the client’s money goes in a tax return.
- Collaborated with a visual designer to ensure the visual design conveyed the message.
- Tested with clients and tax pros to ensure the graph facilitated the conversation.
Tax Summary
Results
- Designs performed well in usability studies.
- Launched as a beta the first year and then released nationwide the following year because it performed well in the field with both tax professionals and clients.
- Additional screens to visually explain tax data were designed the second year as a result of the success of this screen.