Guided Tax Estimate and Payment
Design a jurisdiction-aware flow that estimates a simple tax balance and hands off securely to official payment.
The brief
Understand the problem
Background
Tax calculators can reduce uncertainty, but an estimate depends on jurisdiction, tax year, income type, deductions, and official rules. Payment errors and missed deadlines carry real consequences.
User context
Hana is a salaried worker with one freelance income source. She wants to estimate an outstanding balance, understand the calculation, and pay through the official authority.
Product problem
Taxpayers need a transparent calculation and safe official handoff without mistaking an estimate for a filed return.
Objective
Design eligibility screening, calculation review, payment preparation, and receipt states for one defined tax scenario.
What to design
Define the experience
Required experience
- Confirm jurisdiction, tax year, and scenario eligibility
- Enter income and allowed deductions
- Review calculation lines and source rules
- Continue to official payment and retain proof
Screens and states
- Eligibility check
- Tax inputs
- Calculation review
- Payment handoff and receipt
Core user flow
Follow the critical path
- 01
Hana selects her jurisdiction and current tax year
- 02
She enters salary records and one freelance statement
- 03
She reviews the estimated balance and source links
- 04
She pays on the official site and records the confirmation number
Product rules
Requirements and constraints
Requirements
- Show rule source, tax year, and last updated date
- Explain every calculation line in plain language
- Save progress securely without retaining payment credentials
- Differentiate estimate, filing, and payment completion
Constraints
- Unsupported tax situations must stop with an appropriate referral
- Official payment credentials cannot be collected by the calculator
- Rounding rules must be consistent and disclosed
Reality check
States worth considering
Finish line
What to deliver
- Four desktop-first screens plus one unsupported-scenario note
Optional direction
Visual resources
Use these as a starting constraint if you want one. They are not part of the required solution.