Know which sales tax filing leads deserve a consultation
Ask whether a prospect currently collects sales tax, how many states they file in, and when their next return is due, then collect sales records and any tax notices before you agree to a consultation.
The exact intake your sales tax filing leads complete
This is the real 7-question guided intake for Sales Tax Filing — the same flow your customers finish before you ever pick up the phone.
What a qualified sales tax filing lead should tell you
Preparing and submitting a periodic sales tax return for a business that collects tax from customers, requiring confirmation of filing jurisdictions, deadline, and access to underlying sales records.
- Collect Sales Tax From
- In How Many States
- Filing Frequency Required Sales
- Next Sales Tax Filing
- Have Access Sales Records
- Authorized Submit Tax Filings
- Received Any Notices From
The questions your team needs answered
Every sales tax filing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently collect sales tax from customers? | A business already collecting sales tax has an active filing obligation now, so it scores meaningfully higher than a prospect who isn't collecting yet. |
| In how many states or jurisdictions do you need to file sales tax returns? | The number of jurisdictions signals how complex the filing engagement will be, helping you scope time before the consultation. |
| What is the filing frequency required for your sales tax returns? | Segments the lead so you can route, price, and prioritize it correctly. |
| When is your next sales tax filing due? | This is the most heavily weighted question in the catalog, since an overdue or near-term deadline determines how fast the lead needs to move through your pipeline. |
| Do you have access to your sales records for the filing period? | Confirming access to sales records upfront prevents you from taking on a client whose books aren't ready to support a filing. |
| Are you authorized to submit tax filings on behalf of this business? | Authorization to file carries a heavy penalty when answered no, since you can't submit a return for a business without that authority confirmed. |
| Have you received any notices from a tax authority regarding sales tax? | A yes answer here suggests the client may need audit support alongside or instead of a standard filing, which changes how you scope the engagement. |
How Cliont scores sales tax filing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Collect Sales Tax From: yes
- Already overdue
- Within 2 weeks
- Within a month
- No specific deadline yet
- Have Access Sales Records: yes
See the lead your team receives
Sales Tax Filing 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 filing workflows
| Cliont capability | Sales Tax Filing application |
|---|---|
| Weighted urgency scoring | Applies the next-filing-due weights so overdue returns and near-term deadlines rise above leads with no set deadline yet. |
| Document collection | Requests sales records for the filing period and any tax authority notices upfront, so you're not chasing paperwork after the consultation. |
| Complexity routing | Uses the jurisdiction-count and filing-frequency answers to flag multi-state or high-frequency filers as needing more scoping time. |
| Authorization check | Surfaces leads that haven't confirmed authorization to file on the business's behalf so you can verify before onboarding. |
Common sales tax filing lead scenarios
Already overdue on a return
Prospect selects 'Already overdue' on the next filing due question and confirms they collect sales tax and have their sales records ready, so the intake pushes this to the top of the queue.
Multi-state filer, unsure of cadence
Business reports filing in more than five jurisdictions but marks filing frequency as 'Not sure', signaling a more complex engagement that needs scoping before a consultation is booked.
Collects tax but books aren't ready
Prospect confirms they collect sales tax but answers no to having access to sales records for the filing period, flagging a bookkeeping gap before any filing work can start.
Notice received, authorization unclear
Client has received a notice from a tax authority but hasn't confirmed they're authorized to file on the business's behalf, which the intake surfaces for verification before intake proceeds.
Not yet collecting sales tax
Prospect answers no to currently collecting sales tax, which scores lower for filing work and may be a better fit for the sales tax registration or nexus review intake instead.
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- Advanced analytics dashboard
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- Charged only for submitted leads
More sales tax services intake templates
Sales Tax Filing lead-intake FAQs
How does the intake handle clients filing in multiple states?
The jurisdiction-count question captures whether the client files in one, two to five, or more than five states, so leads with wider multi-state exposure surface as more complex before you scope the engagement.
What happens if a lead isn't authorized to file on the business's behalf?
That question carries a low weight when answered no, so those leads score lower and flag for verification of authorization before you commit to taking on the filing.
Can the intake tell me if a client has already received a notice from a tax authority?
Yes, that question is captured as informational context; a lead with an active notice may be better routed toward your sales tax audit support intake instead of a standard filing engagement.
How is urgency calculated for filing deadlines?
The next-filing-due question is weighted so 'already overdue' scores highest, followed by within two weeks, within a month, and no specific deadline, letting you prioritize the most time-sensitive leads first.
What if the prospect doesn't have access to their sales records yet?
A no answer to the sales-records question scores lower than a yes, helping you spot leads that need bookkeeping cleanup before you agree to the filing work.
Does the intake separate businesses that don't collect sales tax yet from active filers?
Yes, that question carries the most weight in the catalog, so a no answer scores the lead lower for filing and points toward sales tax registration or nexus review as the better-fit sibling service.
Turn sales tax filing visitors into qualified clients
Give every sales tax filing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.