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.