Map Excel Financial Logic to WordPress Form (Gravity/Formidable)

Overview

We require an autonomous, full-stack WordPress developer to translate a locked, multi-variable financial calculation model from an Excel spreadsheet into a clean, mobile-responsive user interface on our staging site.

This is a **Phase 1 Contract Audition with a fixed budget of £80**. We operate strictly via asynchronous written documentation. **Do not apply if you require introductory Zoom discovery calls or video meetings.** If your execution of Phase 1 is flawless, you will be automatically awarded the contract for Phase 2 (Centralised API Database Setup & Multi-Site Hook Deployment).

#### Attached Asset

A master calculation spreadsheet (`Advisory_Engine_Master_Logic.xlsx`) is attached to this listing. This sheet represents the absolute mathematical source of truth. Your form configuration must match these calculation paths exactly.

#### Phase 1 Scope: Interface & Logic Mapping

You will build a step-by-step, high-contrast questionnaire using a premium form builder (Formidable Forms or Gravity Forms) that maps user inputs directly into the following backend logic streams:

* **Step 1: Asset Quantification**
* *Question 1:* Look at your company's latest Balance Sheet. Find the row labelled 'Investment Property'. What is the current market value listed for your rental portfolio? $\rightarrow$ **Maps to Cell B3**
* *Question 2:* Now find the row labelled 'Tangible Fixed Assets' (excluding investment properties). What is the total value of your active trading operations, business premises, plant, or machinery? $\rightarrow$ **Maps to Cell B2**


* **Step 2: Liability Allocation**
* *Question 3:* What is the total value of all mortgages or commercial charges secured specifically against your rental properties? $\rightarrow$ **Maps to Cell B4**
* *Question 4:* What is the total value of all general, unsecured, or trading liabilities held within the company (e.g., overdrafts, bounce-back loans, Director Loan Accounts)? $\rightarrow$ **Maps to Cell B5**



#### Required Backend Equations (Local Processing Only)

1. **Net Rental Capital** = `MAX(0, B3 - B4)`
2. **Net Trading Capital** = `MAX(0, B2 - B5)`
3. **Fully Shielded Trading Capital** = `MIN(Net Trading Capital, 1500000)`
4. **Unprotected Trading Excess** = `MAX(0, Net Trading Capital - 1500000)`
5. **Taxable Rental Capital** = `MAX(0, Net Rental Capital - 325000)`
6. **Remaining Nil Rate Band Allowance** = `MAX(0, 325000 - Net Rental Capital)`
7. **Taxable Trading Excess** = `MAX(0, Unprotected Trading Excess - Remaining Nil Rate Band Allowance)`

#### Final Dashboard Outputs (High-Contrast Mobile Blocks)

* **Block 1:** Legally Shielded Capital Volume (£) = `Fully Shielded Trading Capital + MIN(Net Rental Capital, 325000)`
* **Block 2:** Rental Asset Tax Liability (40%) = `Taxable Rental Capital * 0.40`
* **Block 3:** Trading Asset Tax Liability (20%) = `Taxable Trading Excess * 0.20`
* **Block 4:** **TOTAL INHERITANCE TAX LIABILITY** = `Rental Asset Tax Liability + Trading Asset Tax Liability`

#### Mandatory Verification Gates

Before submitting your milestone for review, you must test your form configuration against our two baseline audits to ensure perfect compliance:

* **Test Case 1:** Inputs (£3M, £4M, £1.5M, £500k) **MUST** output a Total Tax Liability of exactly **£1,070,000**.
* **Test Case 2:** Inputs (£2.5M, £1M, £800k, £200k) **MUST** output a Total Tax Liability of exactly **£135,000**.

#### Downstream Future Scope (Phase 2)

The successful candidate who delivers Phase 1 cleanly without hand-holding will be retained to decouple the calculation math into a secure, centralised backend Headless API Node to protect our network footprint, configure secure webhooks to route captured lead data to our central CRM hub, and standardise the calculator engine into a deployment template for horizontal distribution across our digital estate.

If you can read a spreadsheet model and map conditional algebra into a responsive mobile layout without needing a phone call, apply with the phrase **"MATH ENGINE LOCKED"** at the top of your proposal.