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Add call outs to Tax ID & Registration section of tax to make users aware that there is information already there.

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Jen P
2 hrs ago
OR Team Member Member for 4 years 2 posts

Overview

The current user interface for managing tax IDs is not intuitive, particularly for new users. Users must perform multiple clicks to access tax ID information, and there is insufficient visibility regarding the presence of tax IDs, which can lead to confusion and inefficiency.

Steps to Reproduce

  1. Log in as a user who has recently joined and is API connected.

  2. Navigate to the tax management section.

  3. Observe that the tax ID field is marked as 'all' but does not provide immediate visibility of existing tax IDs.

  4. Click on the edit icon (pencil) to view the tax ID details. The pencil is the only indicator that there is already information there.  This user has 2 properties.  If you just have 1 property with 1 number it will be visible in the window.

Acceptance Criteria

  • The interface should display a clear indication of the number of tax IDs associated with the user, such as a callout or expandable section.

  • If multiple properties are associated with tax IDs, the properties should be listed for clarity.

Link to Loom

https://loom.com/share/33df920e4d1e4a5084c1b36d24f2fd3c?src=composer