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2016 Form 5500 Updates Explore Our Thinking Plante Moran Erisa Instruc

2016 Form 5500 Updates Explore Our Thinking Plante Moran Erisa Instruc Exemptions Schedule C Instructions

By Betsey Moreau on September 13 2019 05:59:10

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.

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?

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.

Provide examples of the sorts of answers you are looking for, and where appropriate, provide guidance notes as near as possible to the question they relate to (i.e. in the actual form).

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