Nexus review intake that captures multi-state activity up front
Every nexus review intake asks whether the business sells across state lines, has staff or inventory outside its home state, and what prompted the review, so you see the real multi-state exposure before you take on a client whose books are a mess. Clients can attach state notices or registration certificates ahead of the consultation.
The exact intake your sales tax nexus review leads complete
This is the real 6-question guided intake for Sales Tax Nexus Review — the same flow your customers finish before you ever pick up the phone.
What a qualified sales tax nexus review lead should tell you
A review of a business's sales activity, physical footprint, and selling channels across states to determine where sales tax collection and filing obligations exist.
- Sell Products Or Services
- Best Describes How Sell
- Have Employees, Contractors, Inventory,
- Registered Collect Sales Tax
- Prompted Review Sales Tax
- Owner Or Authorized Decision-Maker
The questions your team needs answered
Every sales tax nexus review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you sell products or services in more than one state? | Selling in more than one state carries the highest weight in the catalog because it's the baseline signal for economic nexus exposure. |
| Which best describes how you sell to customers? | The selling channel changes which nexus rules apply, since marketplace facilitator laws shift collection obligations away from the seller in some states. |
| Do you have employees, contractors, inventory, or offices located in other states? | Employees, contractors, inventory, or offices in another state can create physical nexus regardless of sales volume, so this answer is weighted almost as heavily as multi-state sales. |
| Are you currently registered to collect sales tax in any state? | Current registration status shows whether existing exposure is already being managed or is completely unaddressed, which shapes how urgently the review needs to happen. |
| What prompted you to review your sales tax nexus at this time? | The trigger reason is weighted by option, with a state notice or inquiry ranked highest, so reactive compliance issues surface ahead of routine checkups. |
| Are you the owner or authorized decision-maker for this business's tax matters? | Confirming the submitter is the authorized decision-maker prevents a consultation from being booked with someone who can't actually approve the engagement. |
How Cliont scores sales tax nexus review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Sell Products Or Services: yes
- Have Employees, Contractors, Inventory,: yes
- Expanding into new states
- Received a state notice or inquiry
- Routine compliance checkup
- Preparing for a sale or investment
See the lead your team receives
Sales Tax Nexus Review 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 nexus review workflows
| Cliont capability | Sales Tax Nexus Review application |
|---|---|
| Weighted lead scoring | Combines the multi-state sales answer, out-of-state staff or inventory answer, and decision-maker status so leads with real nexus exposure and authority to engage rank above casual, single-state inquiries. |
| Conditional question logic | Routes selling-channel answers like third-party marketplace or online-only sellers differently, since marketplace facilitator rules change what the nexus review actually needs to examine. |
| Document upload widget | Lets clients attach a state notice, existing registration certificates, or a sales-by-state report before the first call instead of chasing them down afterward. |
| CRM lead delivery | Pushes the full nexus profile, states of activity, channel type, registration status, and review trigger, into the CRM record so the consultation starts with context already loaded. |
| Trigger-reason segmentation | Separates leads reacting to a state notice from those doing a routine checkup or pre-transaction diligence, so urgent compliance issues don't sit in the same queue as low-pressure reviews. |
Common sales tax nexus review lead scenarios
Multi-state marketplace seller
The lead sells through third-party marketplaces and confirms activity in more than one state, flagging real economic nexus exposure even with no in-state employees.
State notice just arrived
The intake shows the review was prompted by a state notice or inquiry rather than routine curiosity, which the scoring logic treats as the highest-weighted trigger reason.
Expanding with out-of-state hires
A business answers yes to selling in multiple states and yes to having employees, contractors, or inventory outside its home state, pointing to physical rather than just economic nexus.
Unsure of current registration
The lead selects 'Not sure' on current registration status while citing a routine compliance checkup, signaling an early-stage inquiry that needs more context before a consultation is booked.
Due diligence before a sale
The owner is preparing for a sale or investment and confirms they're the authorized decision-maker, indicating a time-sensitive engagement rather than a casual inquiry.
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- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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Only pay when you receive a qualified lead.
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- 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 Nexus Review lead-intake FAQs
How does the intake tell me if a lead actually has multi-state exposure?
It combines the answer on selling in more than one state with the selling channel and whether the business has out-of-state employees, contractors, or inventory, so you can see whether nexus is likely before you ever open a file.
What happens when a client says they already received a state notice?
That reason for review carries the highest weight in the scoring, so those leads surface as priority consultations instead of getting mixed in with routine checkup requests.
Can the intake still qualify a client who doesn't know if they're registered anywhere?
Yes, 'Not sure' is a valid answer on current registration status, and the lead still moves through to your CRM so you can confirm the details on the call rather than losing the inquiry.
How is this different from the Sales Tax Registration intake?
This intake determines where obligations may exist in the first place; once nexus is confirmed, a client moves into a separate registration engagement covered by the Sales Tax Registration subservice.
What if the person submitting the form isn't the business owner?
The decision-maker question flags whether the submitter can actually authorize the engagement, so you know to confirm authority before scheduling the consultation.
What should clients upload before the consultation?
The intake can collect any state notice or inquiry letter, existing registration certificates, and a sales-by-state breakdown so you're not starting the review from scratch.
Turn sales tax nexus review visitors into qualified clients
Give every sales tax nexus review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.