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Project (1)
~ EIN Proofing, H&R Block


Objective

Design a solution for business clients of H&R Block to access digital copies of their business returns.

Problem

Entity clients cannot digitally access their business returns for current or prior year taxes. Enabling business clients to access their returns within the MyBlock application allows for simplified tax management.

Solution

There are two use cases for this solution:
  1. Discovery within the Taxes section
    The link for EIN verification will be shown as a CTA on the current and prior year sections of taxes. The return will be displayed within the individual years of the documents section. 
  2. Prompting during Identity Proofing
    The second use case is showing EIN verification as a secondary process after completing the ID proofing process. The client would be prompted on an additional screen to verify their EIN and access their business return.

Design Thinking

Once I am aware of key issues and goals, I gather relevant information pertaining to the ideal solution. This includes exploring consumer behavior and collecting observational data. When available, I dig into any previous or current insights from research. I then proceed to prototyping, testing and refining.  
 


Functions

EIN Verification occurs in the following scenarios:
  1. Prompt the user to enter the EIN of the return they wish to see
  2. "Next" button
  3. "Cancel" button
  4. Verification success
  5. Show failure screen if EIN verification fails

Conclusion

The designs I executed for this project proved to be successful. I gained insights from looking closely at how business clients manage their returns and the solutions created to meet their needs. With H&R Blocks new EIN Proofing, clients are able to enjoy a simple, straightforward process which caters to their complex, and sometimes unconventional tax goals.