ObjectiveDesign a solution for business clients of H&R Block to access digital copies of their business returns.
ProblemEntity 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.
SolutionThere 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.
ProcessOnce 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. Next, I create a sketch based on insights from the research. I then proceed to prototyping, testing and refining.
FunctionsEIN Verification occurs in the following scenarios:
- Prompt the user to enter the EIN of the return they wish to see
- "Next" button
- "Cancel" button
- Verification success
- Show failure screen if EIN verification fails