ID

1d9cbd48-8078-48c3-ab60-fdc7a55a286d

MMPY-135 Change label based on tax type

- source :: https://multimediallc.atlassian.net/browse/MMPY-135

- tags :: Falcon Nest Project Story Falcon Nest Project Falcon Talon Project Falcon Talon Project Story

- epic :: MMPY-179 - Tax ID Validation Workflow

- sprint :: MM Sprint 25

- status :: Status - Complete

Background

Feedback at demo indicated that people often incorrectly provide the EIN instead

of SSN for sole proprietorships in the US. We will add validation that will

check the format later, but updating the label may also help.

Requirements

DONE Update label for SSN or ITIN for Tax ID field

ID

b7b86588-3c1d-7da8-7a0e-e60187cc4514

GIVEN

A user is completing the tax form and is a US citizen

WHEN

The user selects “Individual” from the dropdown for Tax Entity Type

THEN

Update the label to be “SSN or ITIN” for the Tax ID field

Requirements

DONE Update label for Tax Entity Type to be EIN

ID

705a3d23-420e-9ace-e55d-e861efe2fb1b

GIVEN

A user is completing the tax form and is a US citizen

WHEN

The user selects anything other than “individual” from the dropdown for tax entity type

THEN

Update the label to be “EIN” for the tax ID field