Know which self-employment tax leads are worth consultation time
The guided intake captures self-employment activity type, records completeness, and filing deadline urgency, plus 1099s and expense documentation, so you know exactly what you're taking on before the consultation call.
The exact intake your self-employment tax return leads complete
This is the real 7-question guided intake for Self-Employment Tax Return — the same flow your customers finish before you ever pick up the phone.
What a qualified self-employment tax return lead should tell you
Preparation and filing of an individual tax return that includes self-employment or freelance income, requiring the client's income and expense records, self-employment activity type, and any estimated tax payments made during the year.
- Earn Self-Employment Or Freelance
- Best Describes Self-Employment Activity
- Have Records Business Income
- Make Estimated Tax Payments
- Also Have W-2 Employment
- Filing Deadline Working Toward
- Person Authorized Provide Tax
The questions your team needs answered
Every self-employment tax return intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you earn self-employment or freelance income during the tax year? | This confirms the client actually has a return in scope for your practice rather than a purely W-2 filer. |
| Which best describes your self-employment activity? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have records of your business income and expenses for the year? | Records completeness directly predicts how much cleanup or clarification work the return will need before you can quote it accurately. |
| Did you make estimated tax payments during the year? | Separates real opportunities from leads that aren’t a fit yet. |
| Do you also have W-2 employment income to report along with your self-employment income? | Combined W-2 and self-employment income signals a more involved return than self-employment income alone. |
| What is the filing deadline you are working toward? | An already-past-due deadline carries the highest weight in this catalog and should move to the front of your queue. |
| Are you the person authorized to provide the tax information for this filing? | Confirming authorization protects you from discussing a client's financial details with someone who isn't entitled to provide that information. |
How Cliont scores self-employment tax return leads
Every answer is weighted automatically — no manual review required.
Value signals
- Earn Self-Employment Or Freelance: yes
- Yes, complete records
- Some records, incomplete
- No records yet
- Regular upcoming tax deadline
- Extended filing deadline
See the lead your team receives
Self-Employment 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 self-employment tax return workflows
| Cliont capability | Self-Employment Tax Return application |
|---|---|
| Weighted answer scoring | Records completeness (complete, incomplete, or none) and filing deadline status are scored on different weights, so leads needing bookkeeping cleanup or urgent past-due filing surface differently than routine ones. |
| Conditional routing | A 'no' on authorization to provide tax information routes the lead differently than an authorized taxpayer, preventing you from discussing sensitive details with the wrong person. |
| Document collection before consultation | 1099s, expense summaries, and estimated payment records are collected upfront so you walk into the consultation already knowing the client's documentation gaps. |
| Lead scoring by activity type | Freelance, gig, small business, and multi-source self-employment answers help you distinguish a simple Schedule C from a more involved multi-income return before you accept the client. |
Common self-employment tax return lead scenarios
Freelancer with clean records
Client reports freelance income, complete income and expense records, and a regular upcoming deadline. The intake scores this high and routes it straight to the CRM as consultation-ready.
Gig worker with no records
Rideshare or delivery income reported but no records kept yet, deadline already past due. Intake flags this as needing a bookkeeping conversation before you commit to a filing timeline.
Multiple income streams plus W-2
Client has several self-employment sources and also holds a W-2 job. Intake surfaces both facts so you can scope a more complex return before scheduling.
Someone filing on another's behalf
The person completing the form isn't authorized to provide the tax information. Intake flags this so you can confirm authorization before discussing sensitive financial details.
Connect Cliont to your workflow
Send leads
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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 individual tax services intake templates
Self-Employment Tax Return lead-intake FAQs
How does the intake handle clients who don't have their records together?
The intake asks whether records are complete, incomplete, or nonexistent, and weights each response differently. A 'no records yet' answer still routes the lead to your CRM, but tags it so you know upfront it may need bookkeeping cleanup before you can quote the return.
Can the intake tell the difference between gig work and a small business?
Yes. The self-employment activity question separates freelance/contract work, gig platform income, sole proprietorships, and multiple income sources, so you can see the shape of the client's work before the consultation.
What happens if a client is already past their filing deadline?
The deadline question includes an 'already past due' option, which carries the highest weight in this catalog. Those leads land in your CRM clearly marked as time-sensitive.
Does the intake flag clients who also have W-2 income?
Yes, there's a direct yes/no question asking if the client has W-2 employment income alongside self-employment income, so you can anticipate a combined return before the call.
What if the person submitting the intake isn't the actual taxpayer?
The intake asks whether the person providing information is authorized to do so for this filing. An unauthorized answer scores lower, prompting you to confirm authorization before proceeding.
Does the intake ask about estimated tax payments made during the year?
Yes, a direct yes/no question captures whether the client made estimated payments, which helps you gauge how organized their self-employment tax situation already is.
Turn self-employment tax return visitors into qualified clients
Give every self-employment tax return visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.