For the 2022 tax year, the IRS introduced a new Form W4-R. It needs to be submitted each time you change something called your “federal withholding standing election rate.” That rate can be set for all situations, or it can be changed as part of a money transfer. This leads to a bunch of very complicated if/then scenarios and behind-the-scenes processes.
Federal tax requirements + tricky if/then tech scenarios = potential for a lot of confusion. Challenge accepted.
I spent many hours with the product owner, designer, and subject-matter expert to understand the requirements and cut through the legalese and technical jargon. I then whittled down the word count and refined the language (over and over) to create a series of alerts, tooltips, and error messages that were clear (not confusing) and actually helpful.
Here are a few examples:
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