hmrc / design-patterns

Documenting HMRC design patterns
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Unique Taxpayer Reference #126

Open gavinwye opened 7 years ago

gavinwye commented 7 years ago

10 digit number used in LISA and other services. We need to standardise this.

chriswaugh commented 7 years ago

Note that in LISA it's possible the users may have a 13 digit UTR number. If that's the case we ask that they only provide the last 10 digits.

stevenaproctor commented 6 years ago

@jennifer-hodgson This is from AWRS. utr awrs

These are from business matching. ctutr-business-matching psautr-business-matching

jennifer-hodgson commented 6 years ago

This from Soft Drinks Industry Levy Prototype here: https://www.prototypes.tax.service.gov.uk/sdil-prototype/register/4-0/identify soft drinks industry levy

jennifer-hodgson commented 6 years ago

This from Lifetime ISA Prototype here: https://www.prototypes.tax.service.gov.uk/lisa-prototype/sixteenth-iteration/non-isa/llp-reference-numbers your organisation s reference numbers apply to be an approved lifetime isa manager gov uk

jennifer-hodgson commented 6 years ago

This from Register a company Prototype here: https://www.prototypes.tax.service.gov.uk/business-registration-prototype/1-73-0/incorporation/GroupUTR register your company

stevenaproctor commented 6 years ago

From pay online. https://www.tax.service.gov.uk/pay-online/self-assessment image

gordonmcmullan commented 6 years ago

Discussion Summary of References/Identifies from the hackday

img_20180312_134051

jonathaninch commented 5 years ago

Issues we have asking for a UTR in the PODS service:

(1) the pattern says we should allow users to enter 10 or 13 numbers, with or without spaces and a k, and then strip the unnecessary characters. Our service can only send 10 digits to ETMP, so would have to strip extra characters anyway. The problem then is that when the UTR is played back to the user (e.g. when they return to the service at a later date) we can only retrieve the 10-digit UTR from ETMP and play it back to the user. Their first reaction is likely to be "hold on, that's not right - the number I entered was 13 digits / had a space / had a k" etc etc.

(2) the hint text states "This is 10 numbers, for example 1234567890". We feel this can be as confusing as it is helpful: sometimes a paper UTR is in the format xxx xxxxx xxxxx, sometimes xxxxxxxxxx, sometimes xxxxx xxxxx (and there's probably more combinations than that!). We're allowing a user to enter k's and spaces and more numbers than they should, as we know how different the UTR can be presented to them, but then showing the single format example could make them unsure that they have the right number to enter in the first place.

On PODS we ask for a UTR over two pages - (a) do you have a UTR? (as not every user will have one), and if yes (b) what is your UTR? We have prototyped the content for this as follows (based primarily on design and UR that AMLS have already successfully done):

(a) Does [USER] have a Unique Taxpayer Reference (UTR)? with supporting text of "This is a 10-digit or 13-digit number. You can find it on tax returns and other documents from HMRC. It might be called ‘reference’, ‘UTR’ or ‘official use’." (b) What is [USER]'s UTR? with supporting text of "If the UTR is 13 numbers, only enter the last 10." and "If there is a letter ‘K’ at the end of the number, do not enter it."

As mentioned this support text has been successfully tested by AMLS (minus the letter 'k' portion which they did not include). We will likewise test this and feed back on outcomes.

terrysimpson99 commented 3 years ago

@jonathaninch I just came here with a question related your point (1) that I originally posted in slack but got no response:

Guidance at https://design.tax.service.gov.uk/hmrc-design-patterns/unique-taxpayer-reference/ says "Remove spaces, characters and extra numbers before validating." I'm confident about making a case within our team for removing spaces and punctuation. I'm less confident about making the case for removing extra digits. Can anybody give me the reason for removing extra digits so I can make the case to colleagues?

JillRichardsonPratt commented 2 years ago

The pattern's hint text link content includes "UTR number" but the HMRC style guide says: "Not ‘Unique Taxpayer Reference number’ or ‘Unique Taxpayer Reference Number’". Should the word 'number' be removed from the pattern?

Jon-Rowe-HMRC commented 2 years ago

Thanks @JillRichardsonPratt this pattern is currently under review for other amendments, so we'll look at this as part of the update

Colin172A commented 1 year ago

I think most services will have the Find a lost UTR link open in a new tab. So that users can stay in the service. Is it possible to add '(opens in new tab)' to the Find a lost UTR link? Accessibility tests have flagged this- that we should add '(opens in new tab)'

The Welsh translation in the pattern has the entire text as a hyperlink for 'You can find a lost UTR', but the English version has the hyperlink only on the 'find a lost UTR' part of the text. Is this correct? image

Jon-Rowe-HMRC commented 1 year ago

Thanks for the feedback @Colin172A we've updated the pattern

Colin172A commented 1 year ago

Thanks for the feedback @Colin172A we've updated the pattern

Hi again. We noticed that the Welsh translation for "You can find a lost UTR" was different in our service to the translation on the pattern. I checked this with the Welsh translation team. They've confirmed the correct translation is: Gallwch ddod o hyd i UTR sydd ar goll (yn agor tab newydd) image

Colin172A commented 1 year ago

Hi, I attended an accessibility presentation about dyscalculia.

One of the principles is to add spacing around numbers to make them easier to read. This is done for the National Insurance number pattern. Could the same be applied to the example UTR in the hint text? image

Jon-Rowe-HMRC commented 1 year ago

Hi @Colin172A I've updated the welsh.

Regarding how we show reference numbers, I'll raise this with our content designer when they start later this month (it's been a vacant position for some time). It would mean changes across several patterns and potentially style guide entries.

rachelmalic commented 1 year ago

The guidance says 'Remove spaces, characters and extra numbers before validating.'

I think this has already been asked above, but if someone enters too many numbers, how do you know which ones to remove?

At the moment we've just been stripping out anything which can not be a valid character. If there are too many digits we display an error message to let the user know.

jeanesims commented 1 year ago

The existing pattern assumes that someone would only be able to find their UTR in an offline format like a letter. Users are likely to be able to access online systems too and may already be signed into GG and able to access their PTA or have the HMRC app.

Can the pattern be updated to include signposting (with links) to PTA and the HMRC app, as per the GOV.UK guidance?

image

Also is there any way people could be signposted to a place where they can get a copy of their UTR if they have lost it, as per the guidance?

Also, as a UTR can be between 10 and 13 characters, advising a user that it's 10 numbers is likely to confuse users who have a 13 character ref on a document or letter. Could the hint text be updated to accommodate this?

Colin172A commented 1 year ago

The existing pattern assumes that someone would only be able to find their UTR in an offline format like a letter. Users are likely to be able to access online systems too and may already be signed into GG and able to access their PTA or have the HMRC app.

Can the pattern be updated to include signposting (with links) to PTA and the HMRC app, as per the GOV.UK guidance?

image

Also is there any way people could be signposted to a place where they can get a copy of their UTR if they have lost it, as per the guidance?

Also, as a UTR can be between 10 and 13 characters, advising a user that it's 10 numbers is likely to confuse users who have a 13 character ref on a document or letter. Could the hint text be updated to accommodate this?

Another option could be to change the wording of the link from "You can find a lost UTR" to "Find your UTR". This matches the heading on the page that the link takes you to.

It also removes the assumption that the UTR is 'lost' and the link is only for users who have 'lost' it. It might not be lost, the user might just need to find out which online services allow them to view the UTR, which is what the "Find your UTR" page primarily provides. Changing it to "Find your UTR" accommodates both types of user- those who lost the UTR and those who just need help to look it up online.

jeanesims commented 1 year ago

@Colin172A I agree that changing the text to 'find your UTR' would be clearer.

My concern is that it seems from the screenshots of pages for the 'Enter a UTR page' that I've seen that often that first line of the text from the pattern isn't included when screens are developed so often the only guidance people have is the hint text telling them to look at a letter etc.

Having hint text that specifically says you can find your UTR in the HMRC app or your personal tax account will help people self serve. (Also telling people that UTRs can be 10 to 13 characters rather than just 10 numbers.

I'm suggesting something like this mock up below. It would mean the link in the pattern could be removed, which would keep people on the page.

image

An option without the links. image

An option which groups the instructions on where to find the UTR together.

image

Colin172A commented 1 year ago

@jeanesims the mockup looks good. Better to keep users on the screen than send them to another page to read through.

For Corporation Tax is there an online service they can use to look it up? I am not sure if they can get it from the HMRC app or is the only way to get it from paper documents?

I guess the text would still need a link for users who have lost/cannot find their UTR so they can get guidance about having it sent out in the post?

jeanesims commented 1 year ago

@Colin172A Here's a version with the signpost for those who can't find their UTR image

JackHMRC commented 1 year ago

Thanks for these suggestions, we're taking them into account as we prepare our revised pattern. We would also like to address Rachel's initial concern around validation, removing characters etc.

Would you know of anyone we could reach out to to discuss how validation is handled? I'd particularly like to find out if the 'k' character in some UTR's is actually needed.

jeanesims commented 1 year ago

Here's a suggestion for CTUTR

image

The link above the green button would go here for CT https://www.tax.service.gov.uk/ask-for-copy-of-your-corporation-tax-utr?_ga=2.197867372.2131649915.1692788962-79046079.1665746662

jeanesims commented 1 year ago

@JackHMRC - @adamliptrot-oc would be a good person to speak to about this

JackHMRC commented 1 year ago

Thanks Jean, I'll update as we progress :)

rachelmalic commented 1 year ago

If someone signs in to their tax account then hopefully they will no longer need to enter their UTR, as we'd know it? This might depend on which service the user is in.

For paying Corporation Tax we have started to tell people that if you don't know your reference you can sign in and it will be filled in automatically. The user isn't expected to come back and enter it once they've found it, as we'll populate it for them.

Capture
rachelmalic commented 1 year ago

Also, we've recently noticed that a lot of people include the letters 'UTR' at the start when entering their Unique Taxpayer Reference. Maybe we should strip these letters out before validation and accept the reference if it's otherwise formatted correctly? To save the user seeing an error message.

jeanesims commented 1 year ago

People use different GG user IDs to sign into services and this means that each service has to develop pathways for data, like a UTR, to be pulled in. If a service wants to pull in a UTR for example this has to be developed so isn't automatic.

So someone might sign into GG and a service to report 'magicians tax' using a GG User ID that is different to the one they use for Self Assessment and because the magicians tax service hasn't built a way for a UTR to be pulled into that service, the user will still need to enter it even though they are signed into GG.

jeanesims commented 1 year ago

One of the easiest ways to find your UTR is using the HMRC app. A lot of people find using the app easier than going to PTA. It would help users if the app were mentioned here along side PTA in the pattern. Is there any way it could be added to the SAUTR version?

richardhattonUX commented 9 months ago

In this current iteration of the design, the input doesnt have an aria-describedby attribute so there is no hint text, just a standard paragraph that is not announced when the user is focused on the input.

I would have thought the paragraph about what the UTR is and the format of the UTR would have been hint text? image

Jon-Rowe-HMRC commented 9 months ago

Hi @richardhattonUX

The full description includes a link, which shouldn't be included in hint text.

The optimal accessibility approach for these UTR examples is beyond my knowledge, but the latest version was created with the help of some of our accessibility experts.

adamliptrot-oc commented 9 months ago

@richardhattonUX @Jon-Rowe-HMRC I think the difficulty is in trying to achieve an outcome by staying as close to out-of-the-box implementation of components as possible. We could improve the current pattern by including an aria link to the hint text from the input even though it sits outside the form control:

h1 "What is your UTR?"
p[id="utr-hint"] "Your UTR can be ..."
p link:"How to find your UTR"
label.govuk-visually-hidden "What is your UTR?"
input[aria-describedby="utr-hint"]

Which would expose the format information whilst not including the link. The difficulty is in communicating this requirement to the developers/IXD in the pattern.

However I think there is currently an issue with the pattern communication as visually it does look like the h1 is meant to be the label and the two paragraphs the hint. It is only when examining the code (which I expect not everyone does if it looks simple) that you realise it is not marked up in that way. The "Place the question on its own page. " instruction is not obvious enough considering this is a departure from the norm.

richardhattonUX commented 8 months ago

@Jon-Rowe-HMRC I think @adamliptrot-oc has articulated the issue I had better than I did.

Jon-Rowe-HMRC commented 8 months ago

Thanks @adamliptrot-oc and @richardhattonUX. The design resources team is working on an iteration of the examples and guidance.

timsb commented 7 months ago

Hi @adamliptrot-oc & @richardhattonUX, We've been looking into this on the design resources team and have another suggestion of using the standard GOV.UK complex question pattern. The content isn't final but as an example:

h1 "Your Self Assessment Unique Taxpayer Reference (UTR)"
p "Your UTR can be ..."
p link:"How to find your UTR"
label: "What is your UTR?"
input

There are some benefits to this over the other patterns:

The downsides I can think of are:

I think the pros of this approach outweigh the cons. Any thoughts from yourselves?

shabana-ali commented 7 months ago

Hi @timsb,

I think that the complex question approach is better (I am not a fan of hiding labels).

Looking at the copy on the UTR pattern, there is formatting content that could be added as hint text and the remaining as the into text, e.g.

h1 "Your Self Assessment Unique Taxpayer Reference (UTR)"
p "You can find it in your Personal Tax Account, the HMRC app or on tax returns and other documents from HMRC. It might be called ‘reference’, ‘UTR’ or ‘official use’."
p link:"How to find your UTR (opens in new tab)"
label: "What is your UTR?"
hint: "Can be 10 or 13 digits long"
input

Just an idea to accommodate one of the downsides.

kerry-a-H commented 6 months ago

Hi all, I was wondering why we don't have a pattern for Partnership UTR?

A need has been called out in our service to ask for Partnership UTR. This is to ensure if a user is part of/reporting on behalf of a partnership they enter the UTR of the partnership itself, and not the SA UTR of one of the partners. We've been using this wording that I adapted slightly from the SA UTR wording based off this gov.uk site.

image

This wording appears if they selected "Partnership" or "Limited partnership or limited liability partnership" to "What type of business are you?" in the previous screen.

Any thoughts on this wording? And is it worth creating a Partnership UTR pattern?

Jon-Rowe-HMRC commented 2 months ago

Thanks @kerry-a-H we've added a partnership example: https://design.tax.service.gov.uk/hmrc-design-patterns/unique-taxpayer-reference/

JillRichardsonPratt commented 1 month ago

Hi, is it possible to include an example in the hint or error message? We used to use 1234567890 but we would now also need a 13-digit version. I'm not sure if examples have been left out deliberately, for example, because we do not want to show an identifier that could be assigned to a real person.

Jon-Rowe-HMRC commented 1 month ago

Hi @JillRichardsonPratt they're been left out of the default examples intentionally as we had feedback they often didn't test well e.g. users being confused the example format didn't exactly match their format. Not just that there's different lengths, also that some contain letters.

henrik commented 2 weeks ago

Do you agree it would be clearer and more accurate to change "numbers" to "digits" here?

10 numbers, with or without spaces 13 numbers, with or without spaces 10 or 13 numbers that start or end with a k, for example k1234567890123 and 1234567890k Remove spaces, characters and extra numbers before validating.

Jon-Rowe-HMRC commented 2 weeks ago

[Comment removed as the iteration I mentioned was reversed later]

henrik commented 2 weeks ago

@Jon-Rowe-HMRC Noted, thank you. The copy in the examples still says ”digits” FWIW.

Jon-Rowe-HMRC commented 2 weeks ago

@henrik ah, my mistake. There have been so many changes to this pattern I'm confused :) We'll do another edit to make it consistent.