IIBA® Brisbane - The Rise of ChatGPT, Chatbots and AI
UX-Process
1. Dee Sadler | ACP, UGM, ACI, UX Geek
Design Director | UX @ Highway 22
deesadler@highway22.com
@DeeSadler
2. What gets built by who?
ASSEMBLE
ANALYZE
ADOPT
How much should we (relatively) invest in each part?
ADAPT
Additional Authors Design Technologist(s) Interaction Designer(s) Visual Designer(s) Site Engineer(s)
Who leads the effort?
A dedicated librarian serves as a
leader, coordinator, evangelist, and
teacher of the library’s activities
during the build process as well as
when the library is adapted over time.
How does it get built?What is the library?
In this case, a design library refers to a collection made up of
a combination of patterns, components, page types, grids,
typography, editorial guidelines, color, and code. However, a library
may reach more broadly to include rules, guidelines, and toolkits to
improve how teams build experiences.
What Teams Instinctually Think
Required
What We Usually Recommend
Recommended Optional
Creating a UX Design Library
Version 1 prepared in August 2010 by Nathan Curtis (nathan@eightshapes.com) Chapter Reference
Small markers refer to chapter
numbers in Modular Web Design
8 119 12 1410 13 15
Plan
Discover
Organize
Coordinate
Launch
Communicate
Teach
Guidelines WireframesCode Comps Docs Site
Consult
Version
Create the library, integrate it into your
culture and process(es), and participate
in projects to evolve it.
Identify, distinguish, prioritize, and
obtain existing documentation and
design assets for each item included.
Collect items into meaningful groups,
variations, and examples, like a “card
catalog” of your collection.
Identify, delegate, facilitate,
and review how people write
and build parts of the library.
Whether simple (send out a ZIP file) or
complex (launch a wiki, CMS, or other
site for the library).
Get the word out through twitter, emails,
periodic demonstrations, training
sessions, and brown bags.
Conduct face-to-face & virtual learning
experiences to teach interested
participants how things work.
Evaluate emerging designs with design
teams, identify updates, and answer
questions about how things work.
Release updated versions as new
items are discovered, organized,
documented, and built.
The creation of pixel-perfect
page templates and asset libraries
(likely, in separate files) used for
the faster production of comps.
The creation of page template
and libraries (such as stencils)
used for the rapid production of
design schematics.
Implement a web platform for
assets, guidelines, process, &
collaboration.
Standardizing, modularizing,
and packaging of HTML, CSS, &
JavaScript components and page
type samples supported by stable
styles & namespace.
The composition, review, &
publishing of documentation
that describes the system, how
and when to use each part, and
contains many real examples.
Why Invest More?
Design assets, templates, & tools
cannot be successfully and
appropriately used without good
instruction on how to apply
each piece. Prioritizing the most
important docs is key.
Why Invest So Much?
Code rules. Everything. If you
have a solid foundation of
markup that you can expect
everyone to use and you can
distribute and version over time
in a predictable way, you win.
Why Invest More?
With a stable, standardized
system, “designers” (including
non-designers doing design)
should be able to use tools to
rapidly visualize pages & gain
consensus faster with ideas
aligned with the library.
Why Invest Far Less?
Sourcing the art - and then
making files organized and
usable - is a total pain.
Instead, a few pixel-perfect, full-
page templates and grids, a good
color palette, and access to copy
the most common shapes and
styles should do it.
Why Invest More?
Some teams don’t have the
environment, skill, or approval
to build one. It’s unfortunate, but
distributing communications via
PDFs and ZIP files is better than
nothing at all.
Photos
[Source] [Source] [Source]
7 12 15
1010 111113 13
12 15
8
9
12
14
12 15
Product, team and project name
Scope of work (brief summary of objective)
Expectation of UX involvement
(interaction design, visual design, front end strategy)
Will it neeed Research?
Timeline
Is this project approved?
Who are the key stakeholders?
Is this a new or existing project?
Is this already in agile?
Closest competitive product
UX Checklist and processes
Work Request Checklist
5. Strategy
Strategy is important from the outset
because it articulates the brand, guiding
principles, and long-term vision of an
organization.
The strategy underpinning a UX project
will shape the goals of the project—what
the organization is hoping to achieve with
the project, how its success should be
measured, and what priority it should
have.
5
6. Research
• Was there an existing app?
• Was Omniture in place?
• Design Plan goes into place
• Stakeholder interviews
• Requirements
• Focus groups
• Personas and behaviors
7.
8. Requirements
High Level Requirements
! Brand App
• Reduce steps to complete 4 main task
- Appointments
- WMR
- Estimation
- Upload/View Return
• Adaptive UI for time of year and need.
- Nov – Dec, Tax Estimator, Appointments
- Jan – Apr, WMR
- APR – NOV, Document upload
• Improve UI to match new design elements present in My H&R
Block and Online tax
• Configure UI to tablet phone, keeping in mind OS centric
design elements and controls
10. HOUSEHOLD INCOME: $48,000
TAX FORM: 1040
PRODUCT: Retail/Assist
CLIENT STATUS: 2 years
AGE: 26
OCCUPATION: Part-time server,
part-time receptionist
LOCATION: Ft. Worth, TX
MARITAL STATUS: Married
DEPENDENTS: 1
HOMELIFE: Married, 1 young child, owns
modest home. Husband employed full-time.
EDUCATION: Some college
HOBBIES: Being a mom, likes to visit flea and
vintage markets, cooking
BEHAVIORS
(social, email, word processing, searching)
to do her own taxes.
GOALS
by a professional
professional prepare her taxes next year.
money for next year. Wants to be able to
have tax prep fees taken out of her refund
“With my life changes, I’m
concerned. I don’t know how to
do my taxes. H&R Block can
make it easy for me.”
Antonia and Greg have a 16-month-old and recently
purchased a modest home. Antonia loves coming to her own
home each day. Antonia believes that you must work hard to
get by in life. She thinks that a happy family equals a happy
life. She has never had much disposable income, and this is
combined income to ease financial strain. She enjoys
time, Antonia enjoys going out to the local flea markets looking
for toys and fun items for her home.
Antonia and her husband agree that all of
their life changes make it too
stressful to tackle taxes on their
making mistakes and needs
the security a professional
can provide when it comes to
concerned about getting the
best refund possible, as they
could use the money.
AntoniaMarried,
One Child
UX RETAIL PERSONAS
H&R Block proprietary and confidential. All rights reserved.
11. Review Current State
Dashboard concentrates on Primary number and usage. If more
numbers are available, there should also be a way to access or
change number from Dashboard.
Total Due, and Pay Bill are #1 for calls to care, and complaints in
the App store. Bring it front and center. First thing they see.
Inconsistent bolding, and colors compared to other pages.
Accordian is dated and how the inside functions is too similar to
website, which doesn’t function as responsive, and app, if an
app, should have a better look and feel for viewing.
Fonts are not the same throughout the app. Bold, font family,
sizing, colors are all different.
Looks nothing like the rest of the app. Doesn’t feel a part of the
same app.
Double menus, which are also inconsistent.
Again, the 2nd menu looks nothing like the other page.
Coverage page has inconsistent spacing, font sizing and colors.
Select a store: The use of“Sprint Store”means nothing to the
user. Icon usage and coloring is inconsistent.
Icons are color, while other pages are grey. Size is also different.
Inconsistent icon usage.
Not sure the correct design pattern of a toggle is right here. For
the iPhone, perhaps a check is better.
1
2
3
4
5
1
2
3
4
5
6
7
8
9
10
11
12
13
9
8
10 11 12
13
7
6
Sprint 12:45 PM 100%
Total Due
10/21/15
Manage Devices
Pay Bill$152.96
816-289-3419
Usage Summary Details +
Support
Store Shop Locator
News Manage Network
16. LOGOUTMY CARDS Enrollment Enrollment
Email
Verify Email
Please provide and/or verify e-mail
address and phone number to complete
your enrollment in Online Bill Pay
01 User is not enrolled in Bill Payment
BANK APP UX Uses FLows
Check to Card
Location Finder
Direct Deposit
Emerald Cash Rewards
Bill Payment
Emerald Advance
Savings
More
LOGOUTBACK BACK
Phone
ENROLL ENROLL
Email
Verify Email
Please provide and/or verify e-mail
address and phone number to complete
your enrollment in Online Bill Pay
LOGOUT
Phone
Bill PaymentBACK
CANCEL
CANCEL
SUBMIT
HISTORY
Make a Payment
LOGOUT
Success!
You are now enrolled and can
Use bill pay.
OK
Select a Payee
Amount $
Manage Payees
Date MM/DD/YYYY
BANNER SPACE
$426.58
SWIPE
FOR BALANCE ‹‹
‹‹
H&R Block
Earliest Delivery date
MM/DD/YYYY
Username
Password
Remember Me
Create an Account
Forgot Username
or Password
Log In
Locator Get Help Legal
Member FDIC
Card ending in 5333
Wireframes
17. IA HOME
PATTERNSPRINCIPLES STYLESSEARCH
SEARCH RESULTS CONTROLS
WINDOWS
COMMANDS
INTERACTIONS
TEXT
MESSAGES
LOGOS
TYPOGRAPHY
COLOR
GLOSSARY
INFORMATION ARCHITECTURE
FLOWS
WIREFRAMES
SPEC DOCUMENT
STYLE GUIDES
PROBLEM
APPLIED EXAMPLES
CMS ADMIN
PATTERN
RESOLUTION
DESIGN PRINCIPLES
HEURISTIC PRINCIPLES
USABILITY PRINCIPLES
NAVIGATION
CONTENT
(LEARN)
DOWNLOADS
(APPLIED)
18. Roadmaps
INTERATION 1
STAKE HOLDER INTERVIEWS
ADMIN
DESIGN
COMPARITIVE ANALYIS
TASK ORGANIZATION
DESIGN PLAN
DESIGN REVIEWS / DEMOS
START OF ACTIVITY
DURATION
END OF TASK (NO DELIVERABLE)
END OF TASK (DELIVERABLE)
INFORMATION ARCHITECTURE
WIREFRAMES
SPEC DOCUMENT
VISUAL STYLE GUIDE
INTERATION 2 INTERATION 3 INTERATION 4 INTERATION 5 INTERATION 6 INTERATION 7 INTERATION 8 INTERATION 9INTERATION 0
12/11 - 12/24 12/25 - 1/07 1/08 - 1/21 1/22 - 2/04 2/05 - 2/18 2/19 - 3/04 3/05 - 3/18 3/19 - 4/01 4/02 - 4/1511/27 - 12/10
SECURE DEVELOPMENT SERVER / DB
DEV
CMS PLATFORM
SITE ADMIN / DEVELOPMENT
APPLY CSS / DEPLOY
CONTENT
LOCATE EXISTING EXAMPLES
CATALOG EXISTING STANDARDS
STERILIZE EXISTING EXAMPLES
STORE CONTENT / FINALIZE
19. Flows
E-File Notification
Filing
AT&T 11:56 AM
Method of Payment and... Method of Payment and... Method of Payment and...
How do you want to pay your balance
due and receive your refund?
Direct Debit and Direct Deposit
Done
Check
AT&T 11:56 AM
Paying by Check
Direct Debit and Direct Deposit
Done
I agree
Check
If
Direct Deposit is selected
If
Check is selected
If
Balance is due
Because of some details in your return,
you need to mail checks to the [STATE] tax
office to pay your balance due. Your bal-
ance is due before [DATE].
Go to www.hrblock.com, sign in, and
choose manage your account. Then, you
can print out your return and get instruc-
tions on where to send your balance-due
check.
North Carolina Payment Options
There are 2 ways you can pay your balance
due to North Carolina:
1) To pay online, go to the department’s
website www.dornc.com and click onto
Electronic Services.
2) Mail your return with a check. We’ll
make it easy by printing payment and
mailing instructions with your return.
Go to www.dornc.com
AT&T 11:56 AM
Deposit/withdrawl Information
Deposit Information - Dynamic title
Can be State or Federal
Done
AT&T 11:56 AM
Direct Debit and Direct Deposit
Done
Check
Bank Information:
Withdraw/Deposit Information:
AT&T 11:56 AM
E-File Signature
[firstName] Signature
E-File Declaration
CA Electronic Signature
Prior-Year AGI:
E-File Consent to Disclose
Done
Signature - MFJ - Special States
Method of Payment - Pay by Check Method of Payment - Direct Deposit Bank Information withdrawl or deposit
AT&T 11:56 AM
Withdrawl Information Done
Banking Account
[State or Fed] Withdraw Information
Bank Routing
Account Information
I would like to withdraw the
money from a different account?
This account is not in the U.S
Checking
Savings
Routing Number:
Confirm Routing Number:
Account Number:
Confirm Account Number:
Bank Name:
Bank Name:
Account Information
Confirm Routing Number:
Confirm Routing Number:
Account Number:
Confirm Account Number:
Confirm Account Number:
Withdraw Date:
Bank Information withdrawl or deposit
Enter at least one of the following Enter at least one of the following
Perjury statement:
Inciment, ea quae nus, culleni sinvende
quiscia imincte ctatias magnam con
perum eseque peribus nobis essimi, ac-
caepu disciis et everatae con natet quia si-
tempe dolorem renditatqui nissinveniet
ad ut accuptaque repudant porpore.
Consent to Disclose: Inciment, ea quae
nus, culleni sinvende quiscia imincte cta-
tias magnam con perum eseque peribus
nobis essimi, accaepu disciis et everatae
con natet quia sitempe dolorem rendi-
tatqui nissinveniet ad ut accuptaque re-
pudant porpore
AT&T 11:56 AM
E-File Signature
[firstName] Signature
E-File Free for NY State
[firstName_Spouse] Signature
Prior-Year AGI:
E-File Consent to Disclose
Done
PIN for [currentYear] some Value
Signature - MFJ
AT&T 11:56 AM
NY E-File Declaration Done
NY E-File Notification
Last Name:
AT&T 11:56 AM
Electronic Signature Done
MA Sig & Acknowledgement
The Commonwealth of Massachusetts
requires you to re-enter names and Social
Security numners to confirm that you have
read the statement below.
Under pernalties of perjury I declare that to
the best of my knowledge and belief this
return is true, correct and complete.
SSN:
First Name:
Driver’s Lic # or ID#:
First Name:
Middle Name:
Last Name:
Suffix:
Weight:
Todays Date:
AT&T 11:56 AM
CA Last year AGI Done
CA AGI Question
I have my exact
[priorYear]CA AGI?
I have my exact
[priorYear]CA AGI?
I do not have my exact
[priorYear]CA AGI?
AT&T 11:56 AM
Sign Your IL Return Sign Your IL ReturnDone
Sign IL Return
T83636838
AT&T 11:56 AM
Signing PA With PIN Done
PA PIN
Driver’s Lic # or ID#:
My [spouseName] and I both have
a valid IL driver’s license or State ID?
My [spouseName] and I both have
a valid IL driver’s license or State ID?
First Name:
Middle Name:
Last Name:
Suffix:
Weight:
Todays Date:
AT&T 11:56 AM
Done
Sign IL Return - MFJ
T83636838
Driver’s Lic # or ID#:
First Name:
Middle Name:
Last Name:
Suffix:
Weight:
Todays Date:
T83636838
Electronic Signature and
Acknowledgement
AT&T 11:56 AM
Consent to Disclosure Done
Consent to Discolsure
Pennsylvania (PA) Perjury Statement:
I declare that under penalties of perjury, I
have compared the information on my
return with the information I have provided
to my electronic return originator and the
amounts on my 2012 Pennsylvania tax
return (Form PA-40). To the best of my
knowledge, my return is true and complete.
I consent that my return and accompanying
schedules and statements be sent to the In-
ternal Revenue Service by my electronic
return originator and subsequently by the
IRS to the Pennsylvania Department of Rev-
enue.
I Agree
Last Name:
AT&T 11:56 AM
Electronic Signature Done
MFJ- MA Sig & Acknowledgement
The Commonwealth of Massachusetts
requires you to re-enter names and Social
Security numners to confirm that you have
read the statement below.
Under pernalties of perjury I declare that to
the best of my knowledge and belief this
return is true, correct and complete.
SSN:
First Name:
Last Name:
SSN:
First Name:
Electronic Signature and
Acknowledgement
Taxpayer
Spouse
AT&T 11:56 AM
IL Efiling Signature IL Efiling SignatureDoneDone
IL MFJ
I have a valid IL driver’s
license or State ID?
AT&T 11:56 AM
IL Efiling Signature
IL Single
[TPFirstName] Information
[SpouseFirstName] Information
AT&T 11:56 AM
IL Efiling Signature Done
IL MFJ
AT&T 11:56 AM
Method of Refund Method of Payment
How do you want to receive your
refund?
Direct Deposit
Check
AT&T 11:56 AM
How do you want to pay your
balance due?
Direct Debit
Check
Done Done
AT&T 11:56 AM
Filed Previously Next
AT&T 11:56 AM
Filed Previously
I didn’t file last year?I didn’t file last year?
[SpouseName] and I didn’t
file a joint return last year?
(SpouseName] filed last year
Next
State - NY Only if refund
Balance due, should show for NY, MN, CO
State - North Carolina Only
will be deposited into your
account for your Federal refund
$2,836
will be withdrawn from your
account for your [state]
$1,536
AT&T 11:56 AM
Deposit Information Done
Bank Information withdrawl or deposit
Banking Account
Bank Routing
Account Type Account Type
This account is not in the U.S
Checking
Savings
Routing Number:
will be deposited into your
account for your Federal refund
$2,836
will be deposited into your
account for your [state] refund
$1,536
will be withdrawn from your
account for your Federal refund
$500
will be withdrawn from your
account for your [state]
$200
{Clients has refund for both Fed & State}
{Clients has refund for Fed & zero balance
for State}
{Clients has zero balance for Fed & refund
for State}
{Clients has refund for Fed & < $5 owed to
State of Kansas}
{Clients has zero balance for Fed & a state
that does not collect taxes}
{Clients has refund for Fed & Balance
Due for State}
{Clients has Balance Due for Fed &
Refund for State}
{Clients has zero balance for Fed & Balance
Due for State}
{Clients has Balance Due for Fed & Balance
Due for State}
{Clients has Balance Due for Fed & Zero bal-
ance State}
{Clients has Balance Due for Fed & a state
that does not collect taxes}
{Clients has Balance Due for Fed & < $5
owed to State of Kansas }
MFJ
If second answer is selected
show third question
$9.99 $9.99
View Return
AT&T 11:56 AM
AT&T 11:56 AM
View Return
AT&T 11:56 AM
View Return
AT&T 11:56 AM
Confirm Your In-App
Purchase
Do you want to buy 1040EZ Tax
Prep - for $9.99?
Cancel
Buy
Cancel
OK
Pay & File
Cancel
Try Again
Purchase was not
successful
Apple ID Password
[email@email.com]
Cancel Continue No Thanks Rate it Now
If you download or e-mail
your tax return outside of
your program, we cannot pro-
tect your data from further
disclosure.
Unsuccessful Customized screen showing
dropbox or Drive
Typical iOS experienceWhatever our transition screen looks
Rate H&R Block 1040EZ
If you enjoyed using H&R Block
1040 EZ, Please take a moment
to rate it.
How do you want to pay your balance
due and receive your refund?
How do you want to pay your balance
due and receive your refund?
Can be all 3 combinations
Banking Account
Withdraw Information
Bank Routing
Checking
Savings
Routing Number:
Withdraw Date:
101000019
05/23/2015
Business Business
Account Type
Business
Prior-Year PIN:
Prior-Year AGI:
Prior-Year PIN:
[firstName_Spouse] Signature
Email Address:
AT&T 11:56 AM
NY E-File Notification Done
The New York State Tax department is ex-
panding its services to include email noti-
fications to taxpayers about their person-
al tax accounts. Enter your email address
and the Tax Department will send you
more information or you can visit the New
York State Tax Department web site.
www.tax.ny.gov
Optional
New York Signature
California Signature
Illinois Signature
PIN for [currentYear] some Value
Prior-Year AGI:
Prior-Year PIN:
Prior-Year PIN:
Declaration of taxpayer)s) to e-file this
return:
By checking agree belowm I declare under
penalty of perjury, that I have examined
the information on my [year] [state] State
electronic personal return, including any
accompanying schedules, attachments,
and statements, and certify that my elec-
tronic return is true, correct, and complete.
AT&T 11:56 AM
E-File Consent to Disclose Done
I agree
Perjuiry Statement: Under penalty of
perjury, I delcare...
Auto Withdrawl consent text
If user has direct debit for NY
[SpouseName] I have read the
certification above and agree
Taxpayer: have read the
certification above and agree.
AT&T 11:56 AM
NY E-File Declaration Done
Declaration of taxpayer)s) to e-file this
return:
By checking agree belowm I declare under
penalty of perjury, that I have examined
the information on my [year] [state] State
electronic personal return, including any
accompanying schedules, attachments,
and statements, and certify that my elec-
tronic return is true, correct, and complete.
Auto Withdrawl consent text
If user has direct debit for NY
Taxpayer: have read the
certification above and agree.
NY Only
CA Electronic Funds Consent
IL E-File Signature
Sign your IL Return
MASS Signature
Electronic Signature &
Acknowledgement
PA Signature
Consent to Disclosure
Delcaration of Taxpayer
Signing PA With Federal PIN
AT&T 11:56 AM
CA Last year AGI Done
CA AGI Question
Your prior year CA AGI:
Your current year CA PIN:
You must read and sign California Form
8453-OL. To get the form:
1. Visit www.hrblock.com.
2. Sign in with your username and pass-
word.
3. Click “Manage My Account”
4. Follow the prompts to print.
After California accepts your e-filed
return, you’ll get a confirmation number.
Write it on Form 8453-OL and save it with
your tax documents. You do not have to
mail it.
I do not have my exact
[priorYear]CA AGI?
I have my exact
[priorYear]CA AGI?
I do not have my exact
[priorYear]CA AGI?
AT&T 11:56 AM
CA Last year AGI Done
CA AGI Question
Print Signature Form
You must read and sign California Form
8453-OL. To get the form:
1. Visit www.hrblock.com.
2. Sign in with your username and pass-
word.
3. Click “Manage My Account”
4. Follow the prompts to print.
After California accepts your e-filed
return, you’ll get a confirmation number.
Write it on Form 8453-OL and save it with
your tax documents. You do not have to
mail it.
AT&T 11:56 AM
CA Last year AGI Done
MFJ - CA AGI Question
Print Signature Form
AGI:
[TPName] Current year PIN:
[spouseName] Current year PIN:
On done , Back to main navigation to fill out other forms
Consent to Disclosure
No Disqualifies user No Disqualifies user
I agree
Consent to Disclosure
I agree
AT&T 11:56 AM
Done
Before transmitting inciment, ea quae
nus, culleni sinvende quiscia imincte cta-
tias magnam con perum eseque peribus
nobis essimi, accaepu disciis et everatae
con natet quia sitempe dolorem rendi-
tatqui nissinveniet ad ut accuptaque re-
pudant porpore.
Consent to Disclose: Inciment, ea quae
nus, culleni sinvende quiscia imincte cta-
tias magnam con perum eseque peribus
nobis essimi, accaepu disciis et everatae
con natet quia sitempe dolorem rendi-
tatqui nissinveniet ad ut accuptaque re-
pudant porpore
Before transmitting inciment, ea quae
nus, culleni sinvende quiscia imincte cta-
tias magnam con perum eseque peribus
nobis essimi, accaepu disciis et everatae
con natet quia sitempe dolorem rendi-
tatqui nissinveniet ad ut accuptaque re-
pudant porpore.
Consent to Disclose: Inciment, ea quae
nus, culleni sinvende quiscia imincte cta-
tias magnam con perum eseque peribus
nobis essimi, accaepu disciis et everatae
con natet quia sitempe dolorem rendi-
tatqui nissinveniet ad ut accuptaque re-
pudant porpore
Back to parent
Back to parent
AT&T 11:56 AM
Declaration of Taxpayer Done
Declaration of TP
I consent that my refund be directly depos-
ited as designated in the electronic portion
of my [year] Pennsylvania income return,
this is an irrevocable appointment of the
other spouse as an agent to receive the
refund.
I Agree
AT&T 11:56 AM
Declaration of Taxpayer Done
Declaration of TP
I don’t want direct deposit of my refund, or
I’m not receiving a refund.
I Agree
AT&T 11:56 AM
Declaration of Taxpayer Done
Balance Due
I authorize (1) the Pennsylvania Depart-
ment of Revenue and its designated finan-
cial agents to initiate an electronic funds
withdrawal to my financial institution ac-
count designated in the electronic portion
of my [Year] Pennsylvania personal income
return for payment of my Pennsylvania
taxes owed, and (2) my financial institution
to debit the entry to my account. I also au-
thorize the financial institutions involved in
the processing of my electronic payment of
taxes to receive confidential information
necessary to answer inquiries and resolve
the issues related to my payment. Under
the terms of this authorization, I can revoke
this authorization by notifying the Pennsyl-
vania Department of Revenue no later than
2 business days prior to the payment (set-
tlement) date. I understand this notification
must be made in writing by 1 of the follow-
ing methods: E-mail address:
ra-achrevok@state.pa.us or fax number:
(717) 772-4193 or (717) 787-2840.
If I have filed a balance due return, I under-
stand that if the Pennsylvania Department
of Revenue doesn’t receive full and timely
payment of my tax liability, I will remain
liable for tax liability and all applicable in-
terest and penalties. If I have a joint federal
and state tax return and there is an error
on my state return, I understand my federal
return won’t be accepted.
I Agree
I Agree
I am signing this tax return with my
federal PIN.
Appear only if PA state has refund
and payment method is direct deposit
Appear only if PA state has refund
and payment method is check
Appear only if PA state has balance due
Done goes to parent screen
Comes here on “Done from E-File Signature
Purchasing
Getting Return
Filing Your Return
AGI is your adjusted gross income AGI is your adjusted gross income
AT&T 11:56 AM
E-File Signature
[firstName] Signature
[firstName_Spouse] Signature
E-File Consent to Disclose
Done
PIN for [currentYear] some Value
Signature - MFJ
AT&T 11:56 AM
E-File Signature
[firstName] Signature
E-File Consent to Disclose
Done
PIN for [currentYear]
PIN for [currentYear]
some Value
Signature -Single
No they did not file last year No they did not file last year
No
Yes
I have a valid IL driver’s
license or State ID?
Account Information
Account Number: 0837636
E-file your New York State income tax return at
no extra charge.
Before you print and mail your return, please
note that there is no additional fee for filing it
electronically. Other reasons to e-file:
• 90% of New Yorkers e-file their income tax re-
turns.
• E-filing is fast, easy, and secure.
• E-filers get their refunds faster than paper
filers.
• Not only is free e-filing a good value, it’s also
the law: New York State requires most taxpayers
to file electronically if they are using tax soft-
ware to prepare their return. The
law also provides that once you’ve paid for tax
preparation software, you can’t be charged an
additional fee for e-filing.
E-File Free for NY State for NY only
EZ
AT&T 11:56 AM
CA Last year AGI Done
CA AGI Question
I have my exact
[priorYear]CA AGI?
I do not have my exact
[priorYear]CA AGI?
California Consent to Disclose
Did you and [spouseName] file
jointly in[previousYear]?
Do you and [spouseName]
have the exact CA AGI?
Both spouse and myself have
the exact [priorYear]CA AGI?
AT&T 11:56 AM
CA Last year AGI Done
MFJ - CA AGI Question
Do you and [spouseName]
have the exact CA AGI?
Did you and [spouseName] file
jointly in[previousYear]?
[spouseName] and I did
not file jointly in[previousYear].
AT&T 11:56 AM
CA Last year AGI Done
MFJ - CA AGI Question
Do you and [spouseName]
have the exact CA AGI?
[TPName] AGI:
[spouseName] AGI:
[TPName] Current year PIN:
[spouseName] Current year PIN:
Did you and [spouseName] file
jointly in[previousYear]?
[spouseName] and I did
not file jointly in[previousYear].
AT&T 11:56 AM
CA Last year AGI Done
MFJ - CA AGI Question
Do you and [spouseName]
have the exact CA AGI?
AT&T 11:56 AM
CA Electronic Funds Consent Done
CA Electronic Funds Consent
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tincidunt ut laoreet dolore magna aliquam erat
volutpat. Ut wisi enim ad minim veniam, quis
nostrud exerci tation ullamcorper suscipit
lobortis nisl ut aliquip ex ea commodo
consequat.
Duis autem vel eum iriure dolor in hendrerit in
vulputate velit esse molestie consequat, vel illum
dolore eu feugiat nulla facilisis at vero eros et
accumsan et iusto
odio dignissim qui blandit praesent luptatum
zzril delenit augue duis dolore te feugait nulla
facilisi.
I agree
Appears only if:
Balance due for CA and user selects Direct Debit
31. How to make mobile
UX Easy
• Identify your users
• Remember the 80/20 rule when looking through
data and catering to the user
• Use task-based design - every function should be
geared to helping them complete a task. Sense their
intent when completing the task.
• Keep it simple
32. How to make mobile
UX Easy
• Don't ignore platform UX
• Large calls to action and easily clickable links are
easy for mobile users to navigate
• Get feedback early
• Ensure your buttons and fields are size-appropriate.
Platforms and fingers vary in size.
33. How to make mobile
UX Easy
• Standards - user interaction of interfaces, buttons
swipes etc., and not reinventing the wheel.When OS
standards are a part of the requirements.
• Mobile specific touch - location, camera, social
networks, other environmental factors
• Designing for interruption
• Design isn’t perfect - throw away wires and do more
user testing!