Know which CNC hardship leads are worth consultation time
Prospective clients answer questions about back tax debt, monthly living expenses, and asset equity, and upload their most recent IRS or state collection notice, so you can see the full financial picture before offering a consultation.
Preview your currently not collectible intake
Explore 7 questions from the Currently Not Collectible template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified currently not collectible lead should tell you
Currently Not Collectible is an IRS or state designation that temporarily pauses collection activity when a taxpayer cannot pay their tax debt without falling short on basic living expenses; the intake needs to establish tax debt, income, expenses, and asset equity to see if the fact pattern fits.
- Owe Back Taxes Irs
- Unable Pay What Owe
- Have Little Or No
- Unemployed, Underemployed, Or Dealing
- Received Irs Or State
- Willing Provide Basic Financial
The questions your team needs answered
Every currently not collectible intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently owe back taxes to the IRS or a state tax agency? | Confirms an actual tax debt exists, which is the baseline fact needed before CNC is even a relevant strategy. |
| Are you unable to pay what you owe right now without missing basic living expenses (like rent, food, utilities, or medical costs)? | This is the core IRS test for CNC status, so a yes here is the strongest single indicator of fit. |
| Do you have little or no money left each month after paying necessary living expenses? | Measures actual monthly disposable income, giving a concrete number behind a general hardship claim. |
| Are you currently unemployed, underemployed, or dealing with a medical or financial hardship that limits your ability to pay? | Explains why income is limited right now, which helps you assess whether the hardship is likely temporary or ongoing. |
| Do you have little or no equity in major assets (like a home, vehicles, or investments) that you could realistically use to pay the tax debt? | Meaningful equity in assets can push a case toward liquidation instead of CNC, so this flags leads that need closer review. |
| Have you received IRS or state collection notices recently (within the last 12 months), such as a bill, levy notice, or intent to garnish? | Recent levy or garnishment notices show how active IRS enforcement already is, which shapes how quickly the case needs attention. |
| Are you willing to provide basic financial information (income, expenses, assets, and debts) so someone can check if you may qualify for currently not collectible status? | CNC applications require detailed financial disclosure, so willingness to provide it predicts whether the case can actually move forward. |
How Cliont scores currently not collectible leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Owe Back Taxes Irs: yes
- Unable Pay What Owe: yes
- Have Little Or No: yes
- Unemployed, Underemployed, Or Dealing: yes
- Received Irs Or State: yes
- Willing Provide Basic Financial: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Currently Not Collectible Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for currently not collectible workflows
| Cliont capability | Currently Not Collectible application |
|---|---|
| Guided video widget | Walks a stressed prospective client through the basic-living-expenses and hardship questions in plain language, rather than a bare legal intake form. |
| Weighted lead scoring | Automatically raises the score when tax debt, living-expense shortfall, low monthly leftover, and low asset equity all land as yes, matching the highest-weighted fields in this catalog. |
| Document upload capture | Collects the actual IRS or state collection notice up front, so you can see the enforcement stage without a preliminary call. |
| CRM routing with lead context | Sends qualified CNC leads into your CRM tagged with hardship and asset-equity answers so intake staff can distinguish CNC-fit cases from ones better suited to Installment Agreements or Offer in Compromise. |
Example currently not collectible lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Wage earner behind on essentials
Owes back taxes, has little left after rent and utilities, and holds no real equity in a home or vehicle — the intake flags this as a strong CNC fit before you schedule anything.
Recently unemployed, no cushion
Job loss or medical hardship has cut off income, and the intake captures the hardship context alongside the tax debt so you know why they can't pay right now.
Homeowner with meaningful equity
Owes tax debt but reports notable home or vehicle equity, which weakens a CNC case since the IRS may expect that equity to be used first — worth a second look rather than an automatic yes.
Fresh levy notice, financials unclear
Received an IRS intent-to-levy notice in the last few months but hasn't yet confirmed willingness to share income and expense detail — the intake surfaces this gap before you commit time.
Won't share financial detail
Answers point to hardship but declines to provide income, expense, or asset information, which limits how far a CNC application can actually go without it.
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More tax law intake templates
Currently Not Collectible lead-intake FAQs
How does the intake tell a genuine hardship case from someone who just doesn't want to pay?
The catalog pairs the inability-to-cover-living-expenses question with monthly leftover income, employment or hardship status, and asset equity, so a claim of hardship is checked against the actual financial picture before it reaches you.
What happens if a prospective client owns a home with real equity?
The asset equity question is one of the higher-weighted signals in this catalog, so a lead reporting significant home or vehicle equity scores lower for CNC fit since the IRS typically expects usable equity to go toward the debt first.
Does the intake collect financial documents before the consultation?
It asks whether the prospective client is willing to provide income, expense, asset, and debt information, and required uploads capture their most recent IRS or state notice so you're not starting the financial review from zero on the call.
How is this different from the Offer in Compromise or Installment Agreements intake?
This catalog is built around inability to pay basic living expenses and low asset equity, which fits CNC status rather than a payment plan or negotiated settlement — if a lead's answers suggest they can pay something over time, they may fit Installment Agreements or Offer in Compromise better.
What if the prospective client hasn't received any collection notices yet?
A 'no' on recent IRS or state collection notices lowers the urgency signal but doesn't disqualify the lead outright, since CNC eligibility is based on ability to pay, not just enforcement stage.
Turn currently not collectible visitors into qualified cases
Give every currently not collectible visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.