Tax review

Summary

Single canonical Tax review screen — tax-position card variants (refund / owe / clear) and watchlist alerts are data-driven on the same layout. 5-AY "Your tax journey" chart replaces year-over-year bars.

Raw wireframe

• .context/designs/web/tax/tax.html

Copy

(verbatim user-visible strings TBD — see wireframe)

Flows that touch this surface

(none yet — populate when flows migrate)

Entities referenced

• pillar-tax
• freemium-per-ay
• 2026-06-12-inbox-tax-hubs-aligned
• 2026-06-12-r2-second-pass-simplification

Sources

• .context/wiki/surfaces/* § "/app/tax"
• .context/designs/web/tax/tax.html