Before adding any form, navigate to client "Settings"
Then you can proceed adding a form.
Select Form that you need
Fill the form.
Click "Validate" to check missing field or error, then select "Complete" if form is ready.
It will notify you if the form has error or form is Valid.
Checkout some of our Help guide on:
Form Workflow Sequence and E-signature
How to Modify Due Date
How to see Lodged Form / Lodgement Receipt