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2018 Betterment Tax Guide For Investors Return Preparation Year Round Planning Green And Whit

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September 9, 2019 Form

Pre-fill where at all possible. If a person has already filled in a form for your organisation they will be frustrated if they have to fill in the same information again. It is difficult for organisations to get their systems to pre-fill known information but when pre-filling is achieved, customers really feel valued.

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Make the form sections visually distinct by setting the section name in bigger and bolder type, and consider including a contents list on the first page or screen to help people navigate their way through the form.

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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.

2018 betterment tax guide for investors return preparation year round planning green and whit Form Betterment Tax Forms

Well designed forms result from an appreciation of the role they play in an organisations interaction with people. Organisations have a responsibility to minimise the burden forms impose when gathering information from people. Form length does not directly correlate to complexity.

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Many assume that making forms shorter makes them easier to complete. Though shorter forms might be cheaper to produce initially, if the reduction in content results in user confusion, the cost of resolving completion errors form fillers make as a consequence can significantly outweigh any initial savings. In general forms do need to be as short as possible, but never at the expense of clarity and usability.

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Use colour strategically. Colour in forms should be used with care - but used well it can really aid form completion and navigation. In general, yellow, for example, is a colour to avoid as much as possible - text set in yellow on a typical light background can be very hard to read - and people can find yellow aggressive.

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