Payroll tax intake that captures personal liability exposure up front
The intake asks whether the matter involves an IRS or state notice, unpaid payroll tax deposits, and potential personal liability for trust fund amounts, then collects the notice or audit letter before it reaches your CRM.
The exact intake your payroll and employment tax leads complete
This is the real 7-question guided intake for Payroll and Employment Tax — the same flow your customers finish before you ever pick up the phone.
What a qualified payroll and employment tax lead should tell you
Legal matters involving employer payroll withholding, employer-side payroll taxes, or disputed W-2/1099 reporting — including cases where an individual is facing personal liability for unpaid trust fund taxes.
- Issue About Payroll Or
- Employer/Business Owner, Person Responsible
- Received Notice, Bill, Audit
- Owe Payroll/Employment Taxes Or
- Problem Related Workers Being
- Anyone Involved Been Threatened
- Any These Payroll/Employment Tax
The questions your team needs answered
Every payroll and employment tax intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about payroll or employment taxes (like taxes withheld from paychecks, employer payroll taxes, or tax forms like W-2/1099)? | Confirms the matter is actually a payroll/employment tax issue rather than a general tax question that would waste consultation time. |
| Are you the employer/business owner, a person responsible for payroll, or someone who received IRS/state notices about payroll taxes? | Establishes whether the person filling out the form has standing on the matter as the employer or payroll-responsible party, or is a bystander to it. |
| Have you received a notice, bill, audit letter, or penalty from the IRS or a state tax agency about payroll or employment taxes? | An existing IRS or state notice signals an active, time-sensitive matter rather than a hypothetical concern. |
| Do you currently owe payroll/employment taxes or believe there are unpaid payroll tax deposits or returns that should have been filed? | Unpaid deposits or unfiled returns indicate real financial exposure that a firm can quantify before agreeing to meet. |
| Is the problem related to workers being treated as independent contractors vs employees, or to incorrect W-2/1099 reporting? | Worker classification and 1099/W-2 reporting issues often require different analysis than a simple late-deposit case, so this answer helps route the matter correctly. |
| Has anyone involved been threatened with or assessed personal liability for payroll taxes (for example, being held personally responsible for unpaid withheld taxes)? | A threatened or assessed personal liability for withheld taxes is the single highest-stakes fact in this catalog and warrants immediate attention. |
| Did any of these payroll/employment tax issues occur within the last 6 years? | Whether the issue arose within the last six years affects statute considerations and how urgently the firm should respond. |
How Cliont scores payroll and employment tax leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Payroll Or: yes
- Employer/Business Owner, Person Responsible: yes
- Received Notice, Bill, Audit: yes
- Owe Payroll/Employment Taxes Or: yes
- Anyone Involved Been Threatened: yes
- Any These Payroll/Employment Tax: yes
See the lead your team receives
Payroll and Employment Tax 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 payroll and employment tax workflows
| Cliont capability | Payroll And Employment Tax application |
|---|---|
| Weighted lead scoring | A confirmed personal liability threat or an existing IRS/state notice pushes the score into the high-priority range, ahead of leads with no notice or liability exposure yet. |
| Document capture | Prospective clients are prompted to attach the IRS or state notice, bill, or audit letter so the firm can assess the actual assessment amount before a consultation is booked. |
| Conditional branching | Answers about worker classification or 1099/W-2 reporting route the lead differently than a straightforward unpaid-deposit matter, so your team sees the right context immediately. |
| CRM handoff | Qualified matters arrive in your CRM already tagged with whether a notice was received, whether deposits are owed, and whether personal liability was raised. |
Common payroll and employment tax lead scenarios
Owner facing personal liability threat
A business owner received an IRS notice, owes unpaid payroll deposits, and has been told they could be personally assessed for the trust fund portion — the intake flags this combination as top priority.
Worker classification dispute
No notice has arrived yet, but the business suspects contractors were misclassified as employees or 1099s were filed incorrectly, which the intake tracks separately from straightforward late-deposit cases.
Employee, not the responsible party
Someone who isn't the employer or payroll-responsible person contacts the firm about a payroll tax issue — the intake still records the notice but flags that the requester may not be who the case is actually about.
Old issue outside the recent window
A prospect describes a payroll tax problem from more than six years ago with no current notice — the intake still logs the details but weights it lower than an active, recent dispute.
General tax question, not payroll
The inquiry turns out to be about income tax or a personal audit unrelated to payroll withholding — the first intake question screens this out before it consumes consultation time.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
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.
- Unlimited intake forms
- Custom video greetings
- 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
Payroll and Employment Tax lead-intake FAQs
How does the intake flag trust fund recovery penalty exposure?
The question about personal liability for unpaid withheld taxes is one of the highest-weighted fields in the catalog, so an answer confirming that exposure pushes the lead toward the top of the queue.
Does the intake separate worker misclassification cases from simple late-filing cases?
Yes — the catalog includes a distinct question on whether the issue involves contractor-vs-employee treatment or incorrect W-2/1099 reporting, so those leads can be routed or prioritized differently from a routine unpaid-deposit matter.
What if the person filling out the form isn't the business owner?
The intake asks directly whether the respondent is the employer, the person responsible for payroll, or someone who received a notice, so your team can see immediately whether the requester has standing on the matter before scheduling time.
Why does the form ask whether the issue happened within the last six years?
Timing affects both statute considerations and case viability, so the intake captures that answer explicitly rather than leaving your team to ask it on the first call.
How is a payroll tax lead different from a Trust Fund Recovery Penalty or Installment Agreements inquiry?
Payroll and Employment Tax intake covers the underlying withholding, deposit, and reporting issue; if the answers reveal personal liability or a need for a payment arrangement, those are handled by the separate Trust Fund Recovery Penalty and Installment Agreements intakes in the library.
Can the intake collect the actual IRS or state notice before the consultation?
Yes, the intake is built to request the notice, bill, or audit letter as an upload so your team can review the specifics before deciding whether to book a consultation.
Turn payroll and employment tax visitors into qualified cases
Give every payroll and employment tax visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.