Outside of QuickBooks _ Depending on what needs to be included, it might make more sense to print the disclaimer on the back of the form. It would also be possible to use this method in conjunction with option 1 or 2 to state something along the lines of "see additional disclaimer information on the back of this form" to include a reference to the information without having to actually include it on the form.
Video landing page is getting popular. What you have in video landing page is replace the headline and benefits description with a video. It is a fact when you have a person talking on the web page will increase the trust of the visitors and thus increase your landing page conversion rate tremendously. The benefits of using video page template is you can include a lot of information without having to put it into words.