After the first prototype, I worked through the main route someone would take in QuikTax: open the MTD area, choose a quarter, check the totals and see whether anything still needed attention.
The screens were there, but their order and emphasis needed work. I tightened up the MTD hub and quarter navigation, then looked at the hand-off into review and submission.
Making the status easier to read
Deadlines, totals and next actions were competing for attention. I worked on giving them a clearer order and cutting back explanations and controls where they added noise.
I also worked through the status handling: whether a quarter was in progress, ready, submitted or locked. That needed to be understandable before the submission flow became more involved.
By this point there was a clearer route through the app. The next piece of work was the submission flow underneath it, including tracking actions and handling the result.
The MTD screens here describe the development work at this stage. The current technical case study separates that integration work from the features in the public release.