Guided flows

The whole prototype is one connected app — these are the journeys through it, in order, so you always know how you got somewhere. Press Start to begin a journey at its real entry point, then follow the steps by clicking inside the app itself. (Step links are only there if you want to jump in midway.)

1 · Into the appStart ▶

The front door. Everything else starts from here.

  1. On Log in, enter anything → Log in
  2. You land on the Tax dashboard — the app home. The left menu reaches every area.
2 · File a VAT return (the core journey)Start ▶

Dashboard → guided workflow → ROS upload → back to the dashboard. This is the heart of the product.

  1. On the Tax dashboard: Actions ▾ → Start VAT return
  2. Getting started: click the VAT welcome card
  3. How to upload (video card): Next step
  4. Next: review: click Review your VAT return
  5. Review the owed/paid breakdown: Approve
  6. Next: upload: Next
  7. ROS guide: 9 steps incl. download + notice number → VAT return uploaded
  8. Complete: All done → back at the dashboard
3 · Work the Tax dashboardStart ▶

Filtering, search, the overdue path, and tax housekeeping.

  1. Collapse/expand the section chips; type in search to filter rows
  2. Filter → pick Overdue → Apply → note the Filtered chip → Clear filter
  3. Click Review on the overdue row → the return detail
  4. Header gear → Tax settings → Tax payment schedule → Save
  5. Back in settings: Export tax data → dates → Export (a CSV downloads)
  6. From the dashboard Actions ▾ → Payroll return → payroll return → Check status (watch it spin)
4 · Invoice a client, start to paidStart ▶

Create → approve → manage → what the client sees → payment.

  1. Sidebar → Invoice: the invoice home (overdue/due groups, settings drawer)
  2. Actions ▾ → New invoice → Create: fill the drawer → Create estimate
  3. The save-or-approve modal: choose Approve & lock
  4. On invoice detail: Mark as sent (event row appears) → Paid or add a deposit
  5. Add deposit: amount + date → Save → the narrative explanation
  6. Back on detail: Client view → what your client sees → Pay → payment methods
  7. Also from detail: Discount or refund → chooser; Copy → duplicate invoice; row icons ↻/⚠ on invoice home
5 · Reconcile the bankStart ▶

The mobile-app transaction logic plus connected accounts.

  1. Sidebar → Bank: on a transaction, pick a category pill, confirm VAT, add a receipt — the row ticks green and fades
  2. Click the Missing information arrow → bank settings
  3. Click an account chevron → account view → Edit → edit form → Save
6 · Run payrollStart ▶

Employees, payslips, reporting and onboarding.

  1. Sidebar → Payroll: employees (current vs terminated)
  2. Actions ▾ → Add employee → the manual-add form → Add employee
  3. Employee chevron → payslips (open the Actions menu, Escape closes)
  4. Actions ▾ → Settings → payroll settings → Payroll report → Gross to Net (scrolls sideways)
  5. See also the onboarding-complete state → All done
7 · Settings & the edgesStart ▶

Second-level settings, the form rebuild pattern, and the global bits.

  1. Sidebar → Settings: the submenu → Email settings → the rebuilt legacy form
  2. Anywhere: ? bottom-right opens the chat bubble; a camera icon opens the video drawer; logout top-right returns to login