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2018 Betterment Tax Guide For Investors Return Preparation Forms Most Common Form Question

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September 9, 2019 Form

Make structure clear, and provide navigation to reinforce it. Your form will be divisible into sections so think about the broad groups of questions being asked. Whatever your groups of questions are, make sure they follow the right order and give the groups clear section names.

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Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer?

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A light shade of a colour, like blue, across the whole background of a form relieves the eye from the harshness of a stark white background. And if the answer spaces people have to fill in are white, the tinted background both cues them in to where they write, and allows them to visually sense how much they have to fill in.

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Its even more infuriating if the question says something like. See our Guidance notes, page 6, paragraph 2. When filling in your forms people want the information they need there and then. Put yourself in the form users position and think about which questions they might have a problem with.

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Provide checklists. As users complete your form, you may well be asking them to provide supporting information or attach supplementary documents where required. Providing a checklist, often at the beginning or end of a form, helps remind users about all the things they should remember to attach, and any further steps they need to go through.

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People from different cultures have different conventions for answering seemingly innocuous questions like this. Users will become frustrated if when you ask for an email address, for example, if the response box only allows for 20 characters.

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