LegalRegulationReview

Mortgage Tax Form

Category : Form.

Topic : Mortgage tax form 1098.

Author : Carlyle White.

Published : Fri, Aug 30th 2019 09:16 AM.

Format : jpg/jpeg.

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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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).

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.

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.

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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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).

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.

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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