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

TDV_Process.png

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

TDV_Ex1.png

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.

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