Know which sales and use tax notices need a consultation
The intake asks whether they've received a notice or audit letter, whether they're a business owner, seller, or personal purchaser, and which state created the exposure, so you see the amount at stake before you schedule a consultation.
The exact intake your sales and use tax leads complete
This is the real 7-question guided intake for Sales and Use Tax — the same flow your customers finish before you ever pick up the phone.
What a qualified sales and use tax lead should tell you
Matters involving state or local sales tax collection/remittance obligations or use tax owed on purchases, including notices, audits, unfiled returns, or under/over-collected tax.
- Issue About U.S. Sales
- Business Owner, Seller, Marketplace
- Received Notice, Bill, Audit
- Believe May Owe Sales/Use
- Issue Related Last 6
- There At Least One
- Amount At Stake Meaningful
The questions your team needs answered
Every sales and use tax intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about U.S. sales tax or use tax (for a state or local area)? | Confirms the matter is actually a sales/use tax issue rather than income or other tax, keeping mismatched leads out of your queue. |
| Are you a business owner, seller, marketplace seller, or someone who bought items/services for personal or business use? | Distinguishes a business seller with ongoing exposure from an individual asking about a single purchase, which affects both fit and matter size. |
| Have you received a notice, bill, audit letter, or other contact from a state tax agency about sales/use tax? | An active notice or audit letter signals real, time-sensitive state contact rather than a hypothetical question. |
| Do you believe you may owe sales/use tax, failed to file, collected the wrong amount, or did not remit tax you collected? | Confirms there is an actual believed liability, misremittance, or filing gap driving the inquiry, not just general curiosity. |
| Is the issue related to the last 6 years (or still ongoing)? | Flags whether the issue sits within a typical assessment window so you can weigh viability before booking a consultation. |
| Is there at least one U.S. state where you sold, shipped, stored inventory, had employees/contractors, or made purchases that might create a sales/use tax obligation? | Establishes whether a state connection (sales, inventory, staff, or purchases) exists at all, which is the threshold question for any nexus-based obligation. |
| Is the amount at stake meaningful to you (for example, $1,000 or more in tax, penalties, or interest, or it could affect your business)? | Filters out matters where the dollar amount at stake is too small to justify consultation time. |
How Cliont scores sales and use tax leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About U.S. Sales: yes
- Business Owner, Seller, Marketplace: yes
- Received Notice, Bill, Audit: yes
- Believe May Owe Sales/Use: yes
- Issue Related Last 6: yes
- There At Least One: yes
See the lead your team receives
Sales and Use 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 sales and use tax workflows
| Cliont capability | Sales And Use Tax application |
|---|---|
| Weighted scoring logic | Notice/audit-letter status, unpaid or misremitted tax, and the multi-state nexus question carry the heaviest weights, so leads already under state contact or with clear nexus exposure surface above general inquiries. |
| Document capture | The intake collects the actual notice, bill, or audit letter and any relevant filings so you can assess exposure before the consultation instead of asking for documents on the call. |
| Lookback-period flagging | The 6-year question lets you spot matters that may fall outside the typical assessment window before you commit consultation time to them. |
| CRM delivery | Qualified sales and use tax matters, with notice status, nexus state, and amount at stake attached, are sent directly to your CRM instead of arriving as an unstructured email. |
Common sales and use tax lead scenarios
State audit notice in hand
The prospect already received a bill or audit letter from a state tax agency and believes they owe or under-remitted tax, which pushes the score toward high priority.
Multi-state nexus exposure
A business sold, shipped, or stored inventory in a new state and wants to get ahead of a filing obligation before any notice arrives, testing the nexus and 6-year lookback signals without an active audit.
Marketplace seller remittance dispute
A marketplace or online seller collected tax at the wrong rate or didn't remit what was collected, combining the ownership-type and owed-tax questions into a stronger commercial lead.
Personal purchase, low stakes
An individual asks about use tax on a personal purchase with under $1,000 at issue, which the intake flags as lower priority through the ownership-type and amount-at-stake questions.
Liability outside the lookback window
The issue predates the 6-year window with no ongoing activity, which the intake surfaces so you can decide whether it still merits consultation time.
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- Photo, video & file upload
- Advanced analytics dashboard
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More tax law intake templates
Sales and Use Tax lead-intake FAQs
How does the intake separate sales tax matters from use tax matters?
The first question asks directly whether the issue involves U.S. sales tax or use tax for a state or local area, so you know upfront which framework the prospect's matter falls under before you review anything else.
Can a lead still score well if they haven't received a notice yet?
Yes. The notice/audit letter question carries weight, but so do the nexus, ownership-type, and amount-at-stake questions, so a proactive multi-state seller can still land as a strong lead even without an active audit.
Does the intake filter out low-value personal use tax questions?
The intake asks whether the person is a business owner or seller versus a personal purchaser, and whether the amount at stake is meaningful (roughly $1,000 or more), so small personal-use inquiries score lower and don't consume consultation time.
How does the intake handle stale liabilities?
One question checks whether the issue falls within the last 6 years or is still ongoing, which lets you deprioritize matters that may be time-barred or otherwise stale.
What if the prospect has exposure in several states?
The nexus question asks whether at least one state exists where they sold, shipped, stored inventory, had staff, or made purchases that could create an obligation, which flags multi-state exposure as a stronger lead.
What documents does the intake collect before I see the lead?
It requests copies of any notice, bill, or audit letter along with relevant filings, so you're reviewing actual state correspondence rather than a secondhand description when the lead reaches your CRM.
Turn sales and use tax visitors into qualified cases
Give every sales and use tax visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.