See the exact balance owed before you offer a free consultation
Ask prospective clients whether they owe back taxes, can't pay the balance in full, and have received a recent IRS or state notice — then collect the notice itself before they ever land on your calendar.
The exact intake your installment agreements leads complete
This is the real 6-question guided intake for Installment Agreements — the same flow your customers finish before you ever pick up the phone.
What a qualified installment agreements lead should tell you
Qualification for prospective clients who owe back taxes and cannot pay the full balance at once, and want to resolve the debt through a monthly IRS or state payment plan.
- Owe Back Taxes Irs
- Tax Debt In Name
- Unable Pay Full Tax
- Monthly Payment Plan Help
- Received Irs Or State
- Filing Required Tax Returns
The questions your team needs answered
Every installment agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently owe back taxes to the IRS or your state (even if you are not sure of the exact amount)? | This is the core qualifying fact — without confirmed back-tax debt there's nothing for an installment agreement to resolve, and the question is written to accept 'not sure of exact amount' as a valid yes. |
| Is the tax debt in your name (or your business that you own), so you are responsible for paying it? | A no here means the prospect may not be the legally responsible party, which changes whether you can even represent them on this specific balance. |
| Are you unable to pay the full tax balance all at once right now? | If someone can pay the full balance right away, a payment plan isn't the right engagement, so this answer directly separates real candidates from casual inquiries. |
| Would a monthly payment plan help you resolve the tax debt? | This checks intent — some people owe taxes but are exploring an offer in compromise or hardship status instead of a monthly plan. |
| Have you received an IRS or state notice about unpaid taxes, collections, a lien, or a levy within the last 12 months? | A recent notice, lien, or levy signals urgency and gives you a concrete document to request before the consultation. |
| Are you currently filing required tax returns (or willing to get any missing returns filed) so you can qualify for a payment plan? | Payment plans generally require the taxpayer to be current on filings, so a no here tells you return preparation has to happen before installment paperwork can move forward. |
How Cliont scores installment agreements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owe Back Taxes Irs: yes
- Tax Debt In Name: yes
- Unable Pay Full Tax: yes
- Monthly Payment Plan Help: yes
- Received Irs Or State: yes
- Filing Required Tax Returns: yes
See the lead your team receives
Installment Agreement 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 installment agreements workflows
| Cliont capability | Installment Agreements application |
|---|---|
| Weighted scoring engine | Combines answers on debt ownership, inability to pay in full, and recent notices into a single score so leads with a lien or levy notice surface above someone who just has general back-tax questions. |
| Document upload widget | Captures the actual IRS or state notice and the most recent filed return during intake, so you're not chasing paperwork before the consultation. |
| Conditional qualification logic | Flags leads who answer no to being unable to pay in full or no to owing the debt personally, so those cases don't consume consultation slots meant for genuine installment-agreement candidates. |
| CRM routing | Sends qualified leads — with their notice type, filing status, and balance details attached — directly into your CRM as a ready-to-review record instead of a raw form submission. |
Common installment agreements lead scenarios
Fresh notice, returns already filed
A prospective client received a CP14 or similar notice within the last year and has all required returns filed, making them a clean fit for a straightforward installment agreement consultation.
Business owner with unfiled returns
The tax debt sits under a business the person owns, but they haven't yet filed all required returns — the intake flags this so you know return preparation comes before a payment plan is even possible.
Debt belongs to someone else
The person filling out the intake isn't personally or corporately liable for the balance (a spouse's or ex-partner's debt, for example), which the intake surfaces as a lower-fit lead before you spend consultation time on it.
Can pay the balance in full
Someone submits the form but indicates they're able to pay the full amount right now, meaning a payment plan isn't the right service and the lead should be routed differently than a genuine installment case.
Longstanding balance with a lien
The prospective client has had unresolved back taxes for a while and has already received notices about a lien or levy, signaling a more urgent, higher-stakes conversation than a first-time notice.
Connect Cliont to your workflow
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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.
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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 tax law intake templates
Installment Agreements lead-intake FAQs
What if the prospective client doesn't know the exact amount they owe?
The intake question about back taxes is written to accept uncertainty — a lead can answer yes to owing money to the IRS or state without knowing the precise balance, and that still counts as a qualifying answer.
How does the intake handle a debt that isn't in the person's own name?
The catalog includes a direct question asking whether the debt is in the prospect's name or their own business's name; a no answer signals they may not be the responsible party, which lowers fit for an installment agreement consultation.
Does the intake filter out people who can just pay the balance off?
Yes — the question asking whether they're unable to pay the full balance right now is weighted so that a 'no' response indicates a payment plan likely isn't needed, keeping that lead out of your high-priority queue.
What happens if the prospect hasn't filed all their required tax returns?
The intake asks whether they're currently filing or willing to get missing returns filed, since the IRS generally requires filing compliance before approving a payment plan — this is captured before the consultation is booked.
Can this intake distinguish an installment agreement lead from an Offer in Compromise or Currently Not Collectible lead?
This intake is built specifically around ability to pay via monthly installments rather than settling for less (Offer in Compromise) or hardship status (Currently Not Collectible), so the questions and scoring stay focused on payment-plan fit.
What documents does the intake collect before the lead reaches my CRM?
Prospective clients are asked to upload the IRS or state notice they received along with a recent filed return, so you have the paperwork on hand before the first conversation.
Turn installment agreements visitors into qualified cases
Give every installment agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.