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2014turbotaxreturn Pages 1 8 Text Version Anyflip Form 8863 Instructions

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August 27, 2019 Form

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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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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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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When designing forms make sure the response mechanism is appropriate to each question. Having gone to all the trouble of filling in your form, the least you can do is provide users with information about what happens next. Customer communication is key, and since you have made the form so easy to fill in and return, processing it could also be a breeze!

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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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Use appropriate response mechanisms. Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options.

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