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Form 990-T

Published by Lisa Keenan at Thursday, June 07th 2018 08:00:08 AM under 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.

Let people know what happens next. 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!

Customise response boxes to reflect required answers and reduce completion errors. If asking for a persons date of birth, it makes sense to provide a box with the exact number of required digits and an example or guidance note to explain the format that the date should be entered in (DD/MM/YYYY). People from different cultures have different conventions for answering seemingly innocuous questions like this.

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