Projects:        Corporation Accounts Tax Online (CATO) (Main assignment)

                        Agents Online Self Serve (AOSS)

                        Your Tax Account (YTA)

 

 

Role:               Content designer and interim business analyst

 

 

 

The Corporation Accounts Tax Online (CATO) set out to digitise and simplify Corporation Tax filing for small businesses known as ‘micro-entities’ who met a defined set of eligibility criteria. These criteria included factors such as turnover and number of employees.

 

The project was a joint project with Companies House – allowing users to file their accounts and Corporation Tax Return to both HMRC and Companies House in a single filing.

 

 

 

Upon arrival at the client site, the project was nearing its assessment to allow the service to enter private beta.

 

My main objectives were to:

 

·      Review all content across the service against the GDS style guide and design principles

·      Iteratively improve service content through user testing

·      Incrementally introduce help text to support fields that identified as difficult with users

·      Review, edit and test micro-content including field labels, error messages and validation prompts

·      Work with UX designer on content for prototype journeys for forthcoming user journeys

 

 

 

 

·      Worked across 14 fortnightly sprints to incrementally improve service content

·      Service successfully passed its assessment into private beta

·      Introduced new content workflow, allowing content to be pushed to github by content designer 

·      Introduced content design into wider team processes – bringing content and UX onto the scrum board

·      Supported business analyst in extra workload in writing user stories

·      Built up relationship among contract designers across London and Newcastle sites

 

As a tax payer
I want to provide information about my return statement
So that my tax can be calculated effectively by HMRC 

 

The mock up for the screen can be found in the attached file: "7 - Rtn statement questions.doc"
 

The screen will contain the following fields:

 

Field Field label ID

RSQ1  Is a repayment due for this period?

RSQ2  Is a repayment due for an earlier period or are you carrying back losses to an earlier period?

RSQ3  Is the company making more than one return now?

RSQ4  Does this return contain estimated figures?

RSQ7  Transfer pricing: Is the company claiming a compensating adjustment?

RSQ8  Transfer pricing: Does the company qualify for SME exemption?

 

 

GIVEN the user arrives to the "HLS25258 Return statements Questions" screen
AND all the fields are set to their default values
THEN the user is only able to change the values of the fields from "Yes" to "No" and vice versa, but they can NOT set the fields to an undefined value.

 

GIVEN all the fields in the screen have a value
WHEN the user clicks on the "Save and Continue" button THEN the user is brought to the screen HLS25260