This web app is for calculating taxes and exporting documents in formats that meet Indonesian government standards.
My Role
Beta Testing & Iteration
DETAIL PRODUCT & REQUIREMENT
The Indonesian government is implementing new regulations for income tax calculation (PPh 21)
The government, through the Ministry of Finance (Kemenkeu), has introduced a new calculation formula for Income Tax Article 21 (PPh21) with the implementation of the Average Effective Rate (TER). This policy will take effect starting from January 2024.
Problems
People still confused about how to calculate and report the taxes.
How can we help users to calculate and make tax reports under the latest regulations?
Government regulations sometimes change, make it more difficult calculate.
Requirements
This project was client-based, which means that all the designs built with the team must be approved by the client before we hand them over to the developers. Here are the details of the features:
Permanent and Non-Permanent Employee Database
Creation of Tax Deduction Evidence 1721 A1
Creation of Tax Deduction Evidence for Non-Permanent Employees
Creation & Reporting of Annual Income Tax (PPh) Article 21 Notification Letters
Payroll Calculation
RESEARCH & PLANNING
Understanding The New Tax Calculation Formula
Before we start designing, the critical thing we need to understand is how it works. So, I decided to take a tour and learn about the new procedure for tax calculation. Here’s the new formula:
Old Flow Tax Reporting
Build the New Flow
The government claims that the new formula of calculation is simpler than the old one, but many people still don’t understand how to do it. Below is the step-by-step flow on how to perform calculations and generate reports with TaxKita.
UI DESIGN & PROTOTYPE
Hierarchy for a Large Amount of Inputs
Our concern is how to present a large amount of input and make it easy to understand for the user so they can easily calculate taxes seamlessly. For the first phase, we will focus on development for desktop devices. Development for the mobile version will be carried out in the next phase.
Permanent Employee Taxes Calculation
Tax Reporting
USABILITY TEST
Test the Design with 5 People
We conducted testing using Maze involving five people from the finance and operational divisions in our office. We asked them to try the TaxKita design. The results showed a 100% success rate for every task given to them.
Task
Tax Calculation of Premanent Employees
Edit Employees Data
Export the Report
User 1
Success (30's)
Success (15's)
Success (16's)
User 2
Success (42's)
Success (10's)
Success (14's)
User 3
Success (39's)
Success (10's)
Success (14's)
User 4
Success (48's)
Success (14's)
Success (14's)
User 5
Success (40's)
Success (21's)
Success (20's)
User 1
- Tax Calculation of Premanent Employees Success (30's)
- Edit Employees Data Success (15's)
- Export the Report Success (16's)
User 2
- Tax Calculation of Premanent Employees Success (42's)
- Edit Employees Data Success (10's)
- Export the Report Success (14's)
User 3
- Tax Calculation of Premanent Employees Success (39's)
- Edit Employees Data Success (10's)
- Export the Report Success (14's)
User 4
- Tax Calculation of Premanent Employees Success (48's)
- Edit Employees Data Success (14's)
- Export the Report Success (14's)
User 5
- Tax Calculation of Premanent Employees Success (40's)
- Edit Employees Data Success (21's)
- Export the Report Success (20's)
Based on the test results above, it shows a 100% success rate for every task given to the user. Some users may need more time to complete tasks, but ultimately, they can still accomplish all of their tasks, which indicates the success of the design. Our clients have also reviewed and approved this design work, and we’re ready to enter the development phase.
Quick Recap
This product is created as a solution for easier payment and tax reporting. It utilizes a calculation formula that has been adjusted according to the Indonesian government regulations for the year 2024.
This website application is designed for companies that want to collectively calculate and report taxes for all their employees.
Taxkita streamlines the calculation process that, in the conventional version, would require consulting a tax consultant, with a shorter flow: prepare the data - input to TaxKita - Tax Report - Send Report.
Usability tests were conducted with 5 users, resulting in a success rate of 100%. This indicates that the application is user-friendly enough and ready to develop.
