Let's get your taxation app back on track

This form is designed to help our support team efficiently diagnose and resolve issues you are experiencing with our taxation application. Please provide as much detail as possible.

Contact & User Information

Full Name:

Email Address:

App Store ID/User ID:

App & Device Information

App Name:

App Version:

Device Model:

Operating System Version:

Date of Last Successful Use:

Is this a new installation or a pre-existing one?

Problem Description

Subject: (A short, clear summary of the issue)

 

Detailed Description of the Problem:

 

What were you trying to do when the issue occurred?

What did you expect to happen?

What actually happened?

Did you receive any error messages?

If so, please provide the exact message.

Is this a one-time occurrence or a recurring issue?

This is a one-time occurrence.

This is a recurring issue.

Approximately when did the issue first start?

Please provide any relevant screenshots or screen recordings that illustrate the problem.

Description / File Name

Upload File

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B
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5
 
 

Issue Specifics

Category of Issue: (Please select one or more)

Data Entry/Input

Calculation/Results

Data Import/Export

File/Document Management

In-app Purchases/Subscription

Navigation/User Interface

Account/Login

Application Crashing/Freezing

Integration with other services (e.g., banking, government portals)

Other:

Detailed Questions

For Calculation/Result Issues:

 

What specific calculation is incorrect? (e.g., "tax owed," "refund amount," "deduction total")

Which tax form or schedule is the issue related to? (e.g., Form 1040, Schedule C)

What values did you input, and what result did you receive?

What do you believe the correct result should be?

Have you manually calculated the result to compare?

 

For Data Entry/Input Issues:

 

Which field(s) are you having trouble with?

What type of data are you attempting to enter? (e.g., numbers, text, a date)

What is the issue you are experiencing with data entry?

The app prevents me from entering data.

The app allows me to enter data

but it appears incorrectly afterward.

The app has both of these issues.

 

For Data Import/Export Issues:

 

Are you importing data from a financial institution or a file?

From a Financial Institution

From a File

Both

If a file, what is the file type and size?

Did the app provide any feedback during the import/export process?

 

For File/Document Management Issues:

 

What were you trying to do with the document when the issue occurred?

Upload a document

Download a document

View a document

Other:

What is the file name and type?

Is the file encrypted or password-protected?

Yes, it is encrypted.

Yes, it is password-protected.

Yes, it is both encrypted and password-protected.

No, the file is not protected in either way.

I'm not sure.

 

For Application Crashing/Freezing Issues:

 

At what point in the app's workflow does the crash or freeze occur?

Are you performing a specific action when it happens?

Have you tried force-quitting the app and restarting your device?

 

For In-app Purchases/Subscription Issues:

 

What is the name of the subscription or one-time purchase you are having an issue with?

What is the date of the purchase?

Do you have a receipt or order number?

What is the specific problem? (e.g., "purchase not activating," "double-charged," "subscription not recognized")

Troubleshooting Steps Already Taken

Have you restarted the app?

Have you restarted your device?

Have you checked for app updates in the App Store?

Have you checked for device operating system updates?

Have you uninstalled and reinstalled the app? (Please note if this caused any data loss)

Additional Information

Please provide any other information you believe may be relevant to the problem.

Thank you for your cooperation. We will review your submission and get back to you as soon as possible.

App Support Form Insights

Please remove this app support form insights section before publishing.


The app support form you've created is a very well-structured and comprehensive tool for a taxation app. It's designed to efficiently gather the information needed to troubleshoot a wide range of issues. Here's a detailed analysis of its strengths and some potential insights for further refinement:

Strengths of the Form

  1. Logical Flow and Categorization: The form is organized logically, moving from general information (contact, device) to specific details about the problem. This guides the user through the process and ensures they provide all necessary context. The clear section headers make it easy to navigate.
  2. Granular Data Collection: Instead of a single text box, the form breaks down the problem into specific categories and asks detailed, targeted questions. This is a crucial strength for a complex domain like taxation. For example, asking "Which specific calculation is incorrect?" and "Which tax form or schedule is the issue related to?" immediately provides the support team with a starting point for investigation.
  3. Actionable Information: The questions are designed to provide actionable data. For instance, asking for the "Date of Last Successful Use" helps the team determine if a recent update or a change in device settings might be the cause. Asking about "Troubleshooting Steps Already Taken" prevents the support team from suggesting solutions the user has already tried, saving time and frustration.
  4. Scope for Different Issue Types: The form accommodates a diverse range of problems, from calculation errors (which are core to a taxation app) to UI issues, crashing, and in-app purchase problems. This flexibility makes it a single, robust tool for all customer support requests.
  5. Encourages User Self-Service: By asking if the user has tried basic troubleshooting steps, the form subtly encourages them to perform these actions before submitting the ticket. This can help resolve simple issues without the need for a support agent's intervention.
  6. "Other" and "Additional Information" Fields: These open-ended fields are essential for capturing unique or unforeseen problems that don't fit into the predefined categories. They provide a safety net for edge cases and allow the user to provide context that the form's structure might otherwise miss.
  7. No Localization: The form is successfully designed to be universal. By avoiding country-specific terms or details (like "Tax File Number" or "Social Security Number"), it can be used for any marketplace app worldwide, which is exactly what the prompt requested.

Potential Insights for Refinement

While the form is excellent, here are some insights that could make it even more powerful and user-friendly:

  1. Dynamic/Conditional Fields: For a digital form, you could use logic to hide or show questions based on a user's selection. For example, if a user selects "Calculation/Results" in Section 4, the detailed questions in Section 5 for that category would automatically appear. If they select "Data Import/Export," those specific questions would appear instead. This makes the form shorter and less intimidating for the user.
  2. Clearer Guidance for Data Collection: For fields like "App Store ID/User ID," you could add a small tooltip or a brief sentence explaining where the user can find this information. Many users might not know where to look.
  3. Emphasis on Sensitive Information: For a taxation app, users will be dealing with sensitive financial data. The form doesn't explicitly mention this, but a brief note reassuring the user about data privacy and how their submitted information will be handled could build trust. A disclaimer like "We will handle your information with the utmost care and confidentiality..." could be beneficial.
  4. Error Code Input: While the form asks for error messages, a dedicated field for "Error Code" (if applicable) could be useful. Many app errors are accompanied by a specific code that developers can use to pinpoint the exact location of the problem in the code.
  5. User Environment Details: For more advanced debugging, a digital form could automatically capture additional environmental data with the user's permission (e.g., screen resolution, device processor type). While you can't build this into a static text form, it's an insight for the app development team for a robust support portal.
  6. Pre-filled Information: In a real-world scenario, if the user is submitting the form from within the app itself, fields like "App Name," "App Version," and "Device Model" could be pre-filled automatically, reducing user effort and preventing errors.

In summary, this is a very strong and professional support form. It's comprehensive, well-organized, and asks all the right questions to get to the root of a problem quickly. The insights provided above are not criticisms but rather ideas for how a digital version of this form could be made even more efficient and user-friendly.

Mandatory Questions Recommendation

Please remove this mandatory questions recommendation before publishing.


Based on the app support form, the following questions are considered mandatory for a support team to effectively and efficiently address an issue. They form the foundational information required to start any troubleshooting process.

1. Full Name & Email Address:

  • Why it's mandatory: This is the most basic and crucial information for communication. The support team needs to know who they are speaking to and, more importantly, how to reply to them with a resolution or follow-up questions. Without this, there is no way to close the feedback loop.

2. App Name & App Version:

  • Why it's mandatory: A company might have multiple apps, and a user might have several versions of the same app over time. Knowing the exact app and its version is critical for the support team to identify the specific code base and features the user is interacting with. A bug in version 2.5.1 may have already been fixed in version 2.6.0, for example.

3. Device Model & Operating System Version:

  • Why it's mandatory: App behavior can vary significantly across different devices and OS versions. A bug might be specific to an older OS version (e.g., iOS 15) or a particular device's hardware (e.g., a specific screen resolution on a tablet). This information helps the support team and developers replicate the issue in the correct environment.

4. Detailed Description of the Problem:

  • Why it's mandatory: This is the heart of the support request. While the structured questions help, the user's own words describing their experience are invaluable. This section provides the narrative context: what the user was doing, what they expected, what happened instead, and any error messages. Without this, the other details are just data points without a story, making it impossible to understand the nature of the issue.

5. Category of Issue:

  • Why it's mandatory: This question acts as an immediate filter and a triage tool for the support team. A tax calculation issue needs to be routed to a different specialist (e.g., a tax expert or a developer working on the calculation engine) than an in-app purchase problem, which might be handled by an accounts team. This categorization ensures the ticket gets to the right person quickly, reducing resolution time.

6. All Questions within the "Detailed Questions" Section for the Selected Category:

  • Why they're mandatory: Once a user has selected a category (e.g., "Calculation/Results"), the subsequent detailed questions for that specific category become mandatory. For a calculation issue, knowing "What specific calculation is incorrect?" and "What values did you input?" are not optional; they are the essential details needed to begin troubleshooting. Without this, the support team cannot attempt to replicate the error or verify the user's claim.

7. Subject:

  • Why it's mandatory: The subject line is crucial for internal organization and quick scanning of support tickets. It provides a brief, at-a-glance summary of the problem, allowing support agents to prioritize and understand the nature of the request before even opening the ticket.

In essence, the mandatory questions are those that fulfill the "who," "what," "where," "when," and "how" of the problem. They provide the necessary user identity, app and device context, and a clear description of the issue to ensure the support team can begin work immediately and efficiently. Any missing information from this core set would significantly hinder the troubleshooting process.

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