💵 GetYourRefund Flow

This attempts to generate an intake so you can test specific pages. It might not work perfectly.

Showing all pages.

Triage Personal Info
Questions::TriagePersonalInfoController
def self.show?(_intake) true end
Triage Income Level
Questions::TriageIncomeLevelController
Triage Gyr
Questions::TriageGyrController
def self.show?(intake) false end
Triage Diy
Questions::TriageDiyController
def self.show?(intake) false end
Triage Do Not Qualify
Questions::TriageDoNotQualifyController
def self.show?(intake) false end
Triage Gyr Diy
Questions::TriageGyrDiyController
def self.show?(intake) false end
Triage Gyr Id
Questions::TriageGyrIdsController
def self.show?(intake) true end
Thanks for visiting the GetYourRefund demo application!
Questions::EnvironmentWarningController
def self.show?(_) !Rails.env.production? end

First, let's get some basic information.

Questions::PersonalInfoController

    def self.show?(intake, current_controller)
      intake.blank? || SourceParameter.source_skips_triage(current_controller.session[:source])
    end

Wow, it looks like we are at capacity right now.
Questions::AtCapacityController
def self.show?(intake) intake.client.routing_method_at_capacity? end
Please provide your taxpayer identification information.
Questions::SsnItinController
def self.show?(intake) !intake.itin_applicant? end
Which of the following years would you like to file for?
Questions::BacktaxesController
We’ll start by asking about your situation in %{year}.
Questions::StartWithCurrentYearController
Looks like you’ve already started!
Questions::ReturningClientController
def self.show?(intake) intake.has_duplicate? end
Do you have any time preferences for your interview phone call?
Questions::InterviewSchedulingController
What is the best way to reach you?
Questions::NotificationPreferenceController

Can we text the phone number you previously entered?

Questions::PhoneNumberCanReceiveTextsController

    def self.show?(intake)
      intake.phone_number.present? && intake.sms_notification_opt_in_yes?
    end

Cell Phone Number

Questions::CellPhoneNumberController

    def self.show?(intake)
      intake.sms_phone_number.blank? && intake.sms_notification_opt_in_yes?
    end

Let's verify that contact info with a code!

Questions::PhoneVerificationController

    def self.show?(intake)
      intake.sms_phone_number.present? && intake.sms_notification_opt_in_yes? && !intake.sms_phone_number_verified_at.present?
    end

Please share your email address.

Questions::EmailAddressController

    def self.show?(intake)
      intake.email_address.blank? && intake.email_notification_opt_in_yes?
    end

Let's verify that contact info with a code!

Questions::EmailVerificationController

    def self.show?(intake)
      intake.email_address.present? && intake.email_notification_opt_in_yes? && !intake.email_address_verified_at.present?
    end

Looks like you’ve already started!
Questions::ReturningClientController
def self.show?(intake) intake.has_duplicate? end
Great! Here's the legal stuff...
Questions::ConsentController
A few more things...
Questions::OptionalConsentController
Our team at %{partner_name} is here to help!
Questions::ChatWithUsController
Select any situations that were true for you in %{year}
Questions::LifeSituationsController
Have you ever been issued an IP PIN because of identity theft?
Questions::IssuedIdentityPinController
Have you ever been legally married?
Questions::EverMarriedController
As of December 31, %{year}, were you legally married?
Questions::MarriedController
def self.show?(intake) intake.ever_married_yes? end
Did you live with your spouse during any part of the last six months of %{year}?
Questions::LivedWithSpouseController
def self.show?(intake) intake.ever_married_yes? end

Are you legally separated?

Questions::SeparatedController

    def self.show?(intake)
      intake.ever_married_yes?
    end

What year was the separation finalized?
Questions::SeparatedYearController
def self.show?(intake) intake.separated_yes? end
As of December 31, %{year}, were you divorced?
Questions::DivorcedController
def self.show?(intake) intake.ever_married_yes? end
What year was your divorce finalized?
Questions::DivorcedYearController
def self.show?(intake) intake.divorced_yes? end
As of December 31, %{year}, were you widowed?
Questions::WidowedController
def self.show?(intake) intake.ever_married_yes? end
What was the year of your spouse's death?
Questions::WidowedYearController
def self.show?(intake) intake.widowed_yes? end
Are you filing joint taxes with your spouse?
Questions::FilingJointController
def self.show?(intake) intake.ever_married_yes? end
In %{year}, did you receive any income from alimony?
Questions::ReceivedAlimonyController
def self.show?(intake) intake.ever_married_yes? end
In %{year}, did you make any alimony payments?
Questions::PaidAlimonyController
def self.show?(intake) intake.ever_married_yes? end
Please share your spouse's e-mail address.
Questions::SpouseEmailAddressController
def self.show?(intake) intake.filing_joint_yes? end
We need your spouse to review our legal stuff...
Questions::SpouseConsentController
def self.show?(intake) intake.filing_joint_yes? end
Select any situations that were true for your spouse in %{year}
Questions::SpouseLifeSituationsController
def self.show?(intake) intake.filing_joint_yes? end
Has your spouse been issued an Identity Protection PIN?
Questions::SpouseIssuedIdentityPinController
def self.show?(intake) intake.filing_joint_yes? end
Would you like to claim anyone for %{year}?
Questions::HadDependentsController
Let’s claim someone!
Questions::DependentsController#index
def self.show?(intake) intake.had_dependents_yes? end

Dependent

Questions::DependentsController#new

    def self.show?(intake)
      intake.had_dependents_yes?
    end

In %{year}, did you pay any child or dependent care expenses?
Questions::DependentCareController
def self.show?(intake) intake.had_dependents_yes? end
In %{year}, did anyone in your household have any expenses for college or post secondary education?
Questions::StudentController
In %{year}, did you pay any student loan interest?
Questions::StudentLoanInterestController
In %{year}, how many jobs did you have?
Questions::JobCountController
In %{year}, did you live or work in any other states besides %{state}?
Questions::OtherStatesController
def self.show?(intake) intake.job_count&.> 0 end
Tell us about your work in %{year}
Questions::WorkSituationsController
In %{year}, did you receive any disability benefits?
Questions::DisabilityIncomeController
In %{year}, did you have any income from interest or dividends?
Questions::InterestIncomeController
Sold Asset
Questions::SoldAssetsController
In %{year}, did you have any income from the sale of stocks, bonds, or real estate?
Questions::AssetSaleIncomeController
def self.show?(intake) intake.sold_assets_yes? end
Did you report a loss from the sale of stocks, bonds, or real estate on your %{year} return?
Questions::AssetSaleLossController
def self.show?(intake) intake.sold_assets_yes? end
In %{year}, did you have Social Security income, retirement income, or retirement contributions?
Questions::SocialSecurityOrRetirementController
In %{year}, did you have any income from Social Security or Railroad Retirement Benefits?
Questions::SocialSecurityIncomeController
def self.show?(intake) intake.had_social_security_or_retirement_yes? || intake.had_social_security_or_retirement_unsure? end

In %{year}, did you have any income from a retirement account, pension, or annuity proceeds?

Questions::RetirementIncomeController

    def self.show?(intake)
      intake.had_social_security_or_retirement_yes? || intake.had_social_security_or_retirement_unsure?
    end

In %{year}, did you make any contributions to a retirement account?

Questions::RetirementContributionsController

    def self.show?(intake)
      intake.had_social_security_or_retirement_yes? || intake.had_social_security_or_retirement_unsure?
    end

In %{year}, did you receive any other money?
Questions::OtherIncomeController
What were the other types of income that you received?
Questions::OtherIncomeTypesController
def self.show?(intake) intake.had_other_income_yes? end
Tell us about your health insurance in %{year}.
Questions::HealthInsuranceController
Would you like to itemize your deductions for %{year}?
Questions::ItemizingController
In %{year}, did you pay any medical, dental, or prescription expenses?
Questions::MedicalExpensesController
def self.show?(intake) intake.wants_to_itemize_yes? || intake.wants_to_itemize_unsure? end
In %{year}, did you make any charitable contributions?
Questions::CharitableContributionsController
def self.show?(intake) intake.wants_to_itemize_yes? || intake.wants_to_itemize_unsure? end
In %{year}, did you have any income from gambling winnings, including the lottery?
Questions::GamblingIncomeController
def self.show?(intake) intake.wants_to_itemize_yes? || intake.wants_to_itemize_unsure? end
In %{year}, did you pay for any eligible school supplies as a teacher, teacher's aide, or other educator?
Questions::SchoolSuppliesController
def self.show?(intake) intake.wants_to_itemize_yes? || intake.wants_to_itemize_unsure? end
In %{year}, did you pay any state, local, real estate, sales, or other taxes?
Questions::LocalTaxController
In %{year}, did you receive a state or local income tax refund?
Questions::LocalTaxRefundController
Have you ever owned a home?
Questions::EverOwnedHomeController
In %{year}, did you sell a home?
Questions::SoldHomeController
def self.show?(intake) intake.ever_owned_home_yes? end
In %{year}, did you pay any mortgage interest?
Questions::MortgageInterestController
def self.show?(intake) intake.ever_owned_home_yes? end
In %{year}, did you have a loss related to a declared Federal Disaster Area?
Questions::DisasterLossController
In %{year}, did you have debt cancelled or forgiven by a lender?
Questions::DebtForgivenController
In %{year}, did you receive any letter or bill from the IRS?
Questions::IrsLetterController
Have you had the Earned Income Credit, Child Tax Credit, American Opportunity Credit, or Head of Household filing status disallowed in a prior year?
Questions::TaxCreditDisallowedController
In %{most_recent_year}, did you make any estimated tax payments or apply your %{prior_year} refund to your %{most_recent_year} taxes?
Questions::EstimatedTaxPaymentsController
Did you report a business loss on your %{prior_year} tax return?
Questions::SelfEmploymentLossController
In %{year}, did you purchase energy efficient home items?
Questions::EnergyEfficientPurchasesController
If due a refund, how would like to receive it?
Questions::RefundPaymentController
If you owe a balance, how would you like to make a payment?
Questions::BalancePaymentController
Great, please provide your bank details below!
Questions::BankDetailsController
def self.show?(intake) intake.include_bank_details? end
What is your mailing address?
Questions::MailingAddressController

First, we need to confirm your basic information.

Documents::IdGuidanceController

    def self.show?(intake)
      !ReturningClientExperimentService.new(intake).skip_identity_documents?
    end

Attach a photo of your ID card
Documents::IdsController
Attach photos of Social Security Card or ITIN
Documents::SsnItinsController

Now, let's collect your tax documents!

Documents::IntroController

    def self.show?(intake)
      intake.document_types_definitely_needed.any?
    end

Attach your 1095-A's
Documents::Form1095asController
Share your employment documents
Documents::EmploymentController
Attach your 1099-R's
Documents::Form1099rsController
Please share any additional documents.
Documents::AdditionalDocumentsController
def self.show?(_intake) true end
Great work! Here's a list of what we've collected.
Documents::OverviewController
Anything else you'd like your tax preparer to know about your situation?
Questions::FinalInfoController
Success! Your tax information has been submitted.
Questions::SuccessfullySubmittedController
Are you willing to answer some additional questions to help us better serve you?
Questions::DemographicQuestionsController
How well would you say you can carry on a conversation in English?
Questions::DemographicEnglishConversationController
def self.show?(intake) intake.demographic_questions_opt_in_yes? end
How well would you say you read a newspaper in English?
Questions::DemographicEnglishReadingController
def self.show?(intake) intake.demographic_questions_opt_in_yes? end
Do you or any member of your household have a disability?
Questions::DemographicDisabilityController
def self.show?(intake) intake.demographic_questions_opt_in_yes? end
Are you or your spouse a veteran of the U.S. Armed Forces?
Questions::DemographicVeteranController
def self.show?(intake) intake.demographic_questions_opt_in_yes? end
What is your race and/or ethnicity?
Questions::DemographicPrimaryRaceController
def self.show?(intake) intake.demographic_questions_opt_in_yes? end

What is your spouse's race and/or ethnicity?

Questions::DemographicSpouseRaceController

    def self.show?(intake)
      intake&.demographic_questions_opt_in_yes? && intake&.filing_joint_yes?
    end

💵 GetYourRefund Flow

Magic Intake Generator 🧙