Turn sales tax audit support enquiries into consultation-ready leads
Every sales tax audit lead answers whether they've received a notice, whether they can access the records the auditor wants, and whether they're authorized to act for the entity — with the notice itself uploaded upfront.
The exact intake your sales tax audit support leads complete
This is the real 6-question guided intake for Sales Tax Audit Support — the same flow your customers finish before you ever pick up the phone.
What a qualified sales tax audit support lead should tell you
Assistance for a business, nonprofit, or individual that has received an official sales tax audit or examination notice and needs help scoping the audit stage, gathering records, and confirming who is authorized to respond on the entity's behalf.
- Received Official Sales Tax
- Stage Audit In
- Entity Type Best Describes
- Have Access Sales And
- Authorized Make Decisions And
- Best Describes Main Concern
The questions your team needs answered
Every sales tax audit support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you received an official sales tax audit or examination notice from a tax authority? | A confirmed audit notice separates a live audit engagement from a general sales tax inquiry that belongs elsewhere in the funnel. |
| What stage is the audit currently in? | Knowing whether the audit is actively in progress or findings have already been issued determines how fast the firm needs to respond. |
| Which entity type best describes who is being audited? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have access to the sales and tax records the auditor is requesting? | Access to the requested sales and tax records signals whether the engagement starts with representation or with reconstructing missing books first. |
| Are you authorized to make decisions and provide records on behalf of the entity being audited? | Without authorization to provide records or make decisions, the firm cannot act on the client's instructions, so this answer directly affects whether the lead is consultation-ready. |
| Which best describes the main concern the auditor has raised, if known? | Identifying the auditor's stated concern lets the firm prepare the right documentation and strategy before the first consultation instead of discovering the issue live. |
How Cliont scores sales tax audit support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Received Official Sales Tax: yes
- Have Access Sales And: yes
- Authorized Make Decisions And: yes
Urgency signals
- Audit actively in progress
See the lead your team receives
Sales Tax Audit Support 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 sales tax audit support workflows
| Cliont capability | Sales Tax Audit Support application |
|---|---|
| Weighted scoring | Notice received, record access, and authorization to act are the three heaviest-weighted answers, so a lead without real authorization scores lower even if the underlying case sounds serious. |
| Conditional branching | Selecting 'Audit actively in progress' or 'Auditor issued findings' on the stage question routes the lead as urgent instead of sitting in a standard queue. |
| Document upload capture | Clients upload the audit notice and any exemption certificates directly in the intake, so your team can review the actual documents before the first consultation. |
| CRM routing | Leads confirmed as an authorized contact with record access are pushed straight to your CRM as consultation-ready, instead of requiring a screening call first. |
Common sales tax audit support lead scenarios
Audit already in progress
The client selects that the audit is actively in progress and has both record access and authorization, triggering the urgency signal so the lead lands at the top of the CRM instead of waiting in a general inbox.
Notice just received, still shaken
A client who just got the notice may not know their audit stage or the auditor's main concern yet; the intake still captures notice-received and authorization so you can scope the engagement on the first call.
Bookkeeper without sign-off authority
Someone contacts you on behalf of the business but answers no to being authorized to provide records, which lowers the score and flags that you'll need the actual owner or officer before scheduling a consultation.
Nonprofit missing exemption certificates
A nonprofit entity flags missing or invalid exemption certificates as the auditor's main concern, letting you prepare certificate-remediation talking points before the consultation instead of discovering the issue live.
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 sales tax services intake templates
Sales Tax Audit Support lead-intake FAQs
What happens if the client hasn't actually received an audit notice yet?
The intake still records the no-answer on that question, but it carries a lower weight than a confirmed notice, so the lead comes through as lower priority — useful for distinguishing a real audit case from a general worry that may fit Sales Tax Nexus Review instead.
How does the intake handle someone who isn't authorized to speak for the business?
Authorization to provide records and make decisions is one of the heaviest-weighted questions in the catalog, so a no-answer pulls the lead's score down and signals your team to confirm who the actual decision-maker is before booking time.
Can I tell what stage the audit is in before I call the client back?
Yes — the intake asks directly whether the notice was just received, documents were requested, the audit is actively in progress, or findings have been issued, so audits already underway are flagged as urgent.
Does the intake capture what the auditor is actually concerned about?
It asks the client to identify the auditor's main concern where known, such as underreported sales, missing exemption certificates, an incorrect tax rate, or a filing-obligation question, so you can prep the specific issue before the consultation.
What documents should the client upload during intake?
Beyond the audit notice, clients can upload prior sales tax returns and any exemption certificates on file, giving you a starting record set before the first call.
How is this different from the Sales Tax Nexus Review intake?
Sales Tax Audit Support intake assumes an active auditor is already involved and focuses on stage, record access, and authorization, while the Nexus Review intake is built around determining whether a filing obligation exists in the first place.
Turn sales tax audit support visitors into qualified clients
Give every sales tax audit support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.