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Techniques Make sure ALL form elements have a label this is non-negotiable! Always use the most appropriate form element for the question. Position hints and help text appropriately. Include instructions. Make sure it is obvious which fields are required. Help users recover from errors.
Local IRS Taxpayer Assistance Center (TAC) The most common tax forms and instructions are available at local TACs in IRS offices throughout the country. To find the nearest IRS TAC, use the TAC Office Locator on IRS.gov.
Clearly describe the exact procedure to be explained. Provide an overview of content. Indicate audience requirements. Use various types of lists wherever appropriate; in particular, use numbered lists for sequential steps.
Guidelines Completing Forms Think about who needs this information and why. Dont be intimidated: Keep your mind on what the form will accomplish for you. Follow the directions. Complete each required field. Are all required fields completed? Have you checked spelling, especially of names?
Tips for Creating Effective Step-by-Step Documentation Pick the Right Tool. Consistent Use of Business Glossary for Readability. Make Use of Templates to Save Time. Incorporate Visual Aids. Utilize Categories and Subcategories for a Clear Content Hierarchy. Update your Instructions with the Changes in Workflow.

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Need to find a product or place a telephone order? Visit the Forms, instructions publications page to download products or call 800-829-3676 to place your order.
What are some tips for writing instructions? Begin your sentences with a verb. Only give one instruction per sentence to keep things clear. Make sure to use the imperative mood. Using short sentences makes your instructions easier to read. Make sure youve put your instructions in a logical order.
Downloading from IRS Forms Publications page. Picking up copies at an IRS Taxpayer Assistance Center. Going to the IRS Small Business and Self-Employed Tax Center page. Requesting copies by phone 800-TAX-FORM (800-829-3676).

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