Nonprofit tax return intake that captures Form 990 type and filing
The intake asks whether the organization holds IRS tax-exempt status, which 990 form applies, and how close the filing deadline is, with the IRS determination letter and prior financials uploaded before you ever schedule a consultation.
The exact intake your nonprofit tax return leads complete
This is the real 6-question guided intake for Nonprofit Tax Return — the same flow your customers finish before you ever pick up the phone.
What a qualified nonprofit tax return lead should tell you
Preparation and filing of the annual IRS information return (Form 990 series) that tax-exempt nonprofits must submit to maintain their exempt status and stay in good standing.
- Organization Received Official Tax-Exempt
- Form Organization Typically File
- Organization'S Approximate Annual Gross
- Filing Deadline Or Target
- Authorized Represent Organization In
- This Organization Filed Nonprofit
The questions your team needs answered
Every nonprofit tax return intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has your organization received official tax-exempt status from the IRS? | Confirms whether the organization already has recognized exemption or still needs that established, which changes the scope of the engagement entirely. |
| Which form does your organization typically need to file? | The specific 990 variant determines the complexity, disclosure requirements, and pricing tier of the return. |
| What is your organization's approximate annual gross revenue? | Revenue size indicates how much bookkeeping detail and staff time the filing will require. |
| When is your filing deadline or target date? | An overdue or near-term deadline signals penalty risk and should move the lead ahead of others in your queue. |
| Are you authorized to represent the organization in tax matters? | Verifies the respondent can actually authorize the engagement rather than being an unrelated volunteer or board member without signing authority. |
| Has this organization filed a nonprofit tax return in a prior year? | First-time filers often need extra setup work that a returning filer with prior 990s on record does not. |
How Cliont scores nonprofit tax return leads
Every answer is weighted automatically — no manual review required.
Value signals
- Organization Received Official Tax-Exempt: yes
- Already overdue
- Within 30 days
- 1 to 3 months away
- More than 3 months away
- Not sure
See the lead your team receives
Nonprofit Tax Return Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for nonprofit tax return workflows
| Cliont capability | Nonprofit Tax Return application |
|---|---|
| Guided video/form intake | Walks the client through tax-exempt status, 990 form type, and filing deadline before you ever schedule time, so you know the filing complexity going in. |
| Document upload capture | Collects the IRS determination letter and prior-year Form 990 alongside the intake answers, giving you documentation to verify exemption status without a follow-up email. |
| Automated lead scoring | Weights overdue and near-term filing deadlines highest and authorization to represent the organization as a strong signal, surfacing leads that are both urgent and engageable. |
| CRM routing | Sends qualified nonprofit filers straight to your CRM tagged by form type and revenue band, so 990-PF foundation work and simple 990-N filings land in different pipelines. |
Common nonprofit tax return lead scenarios
Overdue 990 with real revenue
The organization reports over $1 million in gross revenue and is already past its filing deadline, so the intake flags penalty exposure and pushes it to the front of the queue.
First-time filer, exemption unclear
A brand-new organization isn't sure whether it has received IRS tax-exempt status and has never filed before, signaling extra setup work beyond a standard return.
Small e-Postcard nonprofit
A small organization under $50,000 in revenue expects to file Form 990-N months from now — a lower-effort engagement the intake separates from complex 990-PF work.
Private foundation return
The organization selects Form 990-PF with revenue over $1 million, a filing type that carries different disclosure rules and warrants a specialized quote.
Inquiry from an unauthorized contact
The person completing the form is not authorized to represent the organization in tax matters, which the intake catches before you invest time confirming engagement details.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More business tax services intake templates
Nonprofit Tax Return lead-intake FAQs
How does the intake tell a simple 990-N filer apart from a 990-PF foundation?
The form-selection question captures whether the org expects to file Form 990, 990-EZ, 990-N, or 990-PF, so you can see the scope of the engagement before the call instead of discovering it mid-consultation.
What happens if the client doesn't know whether their organization has tax-exempt status?
The tax-exempt status question accepts a straightforward yes or no answer with a lower weight on 'no,' so leads that still need to establish exemption are visibly different from ones with an active determination letter.
Does the intake flag returns that are already overdue?
Yes — the filing deadline question weights 'Already overdue' and 'Within 30 days' highest, so time-sensitive filings surface ahead of ones that are months away.
Can the intake confirm the person filling it out can actually authorize the engagement?
The authorization question asks directly whether the respondent can represent the organization in tax matters, which helps you avoid quoting work to someone without signing authority.
How does the intake handle organizations filing for the first time?
The prior-filing-history question distinguishes first-time filers from returning ones, giving you a signal that extra setup — like confirming EIN records or bylaws — may be needed.
Is this intake different from the one used for Business Tax Planning or S Corporation Tax Return?
Yes — this catalog is built around nonprofit-specific fields like 990 form type and IRS exemption status, not the entity or planning questions used on the Business Tax Planning or S Corporation Tax Return pages.
Turn nonprofit tax return visitors into qualified clients
Give every nonprofit tax return visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.