IRS and State Audit intake that captures notice deadlines up front
Ask whether the prospect has a written notice, when their response deadline falls, and whether they want representation handling contact with the agency, then collect a copy of the notice itself before a consultation gets booked.
Preview your irs and state audits intake
Explore 7 questions from the IRS and State Audits template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified irs and state audits lead should tell you
Representation for a taxpayer or business facing a federal or state audit, examination, or document request, where the intake needs to confirm the type of notice received, the tax year involved, and how soon a response is due.
- U.S. Taxpayer (Individual Or
- Received Written Notice Or
- Audit Related Specific Tax
- There Deadline Coming Up
- Concerned Audit Could Lead
- Want Tax Attorney Or
- Have Access At Least
The questions your team needs answered
Every irs and state audits intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a U.S. taxpayer (individual or business) dealing with a federal or state tax audit or examination? | Confirms the person is a U.S. taxpayer actually facing an audit, filtering out inquiries about unrelated tax matters before they reach the attorney. |
| Have you received a written notice or letter from the IRS or a state tax agency about an audit, examination, or request for documents? | A written notice from the agency is the strongest evidence the audit is real and active, versus a vague concern about being audited someday. |
| Is the audit related to a specific tax year or period that is already filed or due to be filed soon? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Is there a deadline coming up (for example, to respond, provide documents, or attend a meeting) within the next 30 days? | A response deadline inside 30 days is the clearest signal that this matter needs attention before a slower-moving lead. |
| Are you concerned the audit could lead to additional tax, penalties, or interest that you may not agree with or cannot afford? | Concern over unaffordable additional tax or penalties indicates financial stakes that justify a paid engagement rather than a quick answer. |
| Do you want a tax attorney or qualified representative to communicate with the IRS or state agency on your behalf? | Wanting an attorney to handle communication with the agency signals intent to retain representation, not just get advice. |
| Do you have access to at least some of the records the agency is asking for (such as income documents, bank statements, receipts, or bookkeeping records)? | Knowing whether the client already has some requested records helps the attorney gauge how much documentation work the case will require. |
How Cliont scores irs and state audits leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- U.S. Taxpayer (Individual Or: yes
- Received Written Notice Or: yes
- Audit Related Specific Tax: yes
- There Deadline Coming Up: yes
- Concerned Audit Could Lead: yes
- Want Tax Attorney Or: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
IRS Audit 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 irs and state audits workflows
| Cliont capability | IRS And State Audits application |
|---|---|
| Conditional urgency flagging | When a client confirms a response deadline inside 30 days, the lead is marked time-sensitive in the CRM instead of sitting in a general queue with routine matters. |
| Document upload gate | The intake asks for a copy of the actual IRS or state notice before the consultation is booked, so the attorney sees the real document instead of a secondhand description. |
| Representation-intent scoring | A yes to wanting an attorney to communicate with the agency on the client's behalf pushes the lead's score up, separating people ready to retain from those just gathering information. |
| Record-readiness field | The intake notes whether the client already has some of the requested records, which lets the attorney gauge how much prep work the case will need before the first meeting. |
Example irs and state audits lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Notice with a 30-day deadline
Client has a written IRS letter and a response due inside 30 days, plus concern about penalties they can't afford — the intake flags this as time-sensitive and routes it straight to the CRM.
Audit confirmed but no deadline pressure
The tax year under audit is already identified but there's no imminent deadline, so the intake still scores the lead well without treating it as an emergency.
Wants representation, missing some records
Client wants an attorney to speak for them but only has some of the documents the agency requested, which the intake captures separately from urgency so the attorney knows what to expect at the consultation.
Contact but no written notice yet
Someone reaches out after a phone call or verbal mention of an audit but hasn't received formal written notice, which the intake distinguishes from a confirmed audit already underway.
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More tax law intake templates
IRS and State Audits lead-intake FAQs
How does the intake flag audits with an urgent response deadline?
The intake asks directly whether a deadline to respond, submit documents, or attend a meeting falls within the next 30 days, and that answer carries significant weight in the score so time-sensitive matters stand out in the CRM.
What happens if the prospective client hasn't received a written notice yet?
The catalog separates 'dealing with an audit' from 'having received a written notice,' so a lead without documented notice still comes through but scores lower until that notice arrives.
Does the intake capture which tax year is under examination?
Yes — it asks whether the audit relates to a specific tax year or period already filed or due soon, which helps the attorney see the scope before the consultation.
Can the intake tell if someone actually wants representation versus just information?
The intake asks directly whether the client wants a tax attorney or qualified representative communicating with the IRS or state agency on their behalf, which is one of the stronger signals in the score.
What should a client upload before their consultation?
The intake is built to collect a copy of the notice or letter itself along with any records the agency has requested, so the attorney isn't starting the consultation blind.
How does the intake handle clients worried about penalties they can't afford?
There's a direct question on whether the client is concerned the audit could lead to additional tax, penalties, or interest they may not agree with or can't afford, and that concern is weighted into the score.
Turn irs and state audits visitors into qualified cases
Give every irs and state audits visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.