SALT intake that flags multi-state exposure and dollars at stake
Ask prospective clients whether they've received a state or local agency notice, how much is at stake, and whether more than one state is involved, with the notice or audit letter attached upfront.
The exact intake your state and local tax salt leads complete
This is the real 7-question guided intake for State and Local Tax SALT — the same flow your customers finish before you ever pick up the phone.
What a qualified state and local tax salt lead should tell you
Tax matters involving a state or local taxing authority rather than the IRS alone — income tax, sales/use tax, payroll withholding, or property tax disputes, notices, audits, or multi-state filing questions.
- Question Or Problem Mainly
- Received Notice, Bill, Audit
- Believe Owe, Were Assessed,
- There At Least $5,000
- Issue Involve More Than
- Help With State/Local Tax
- Able Identify State Or
The questions your team needs answered
Every state and local tax salt intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your question or problem mainly about U.S. state or local taxes (not federal taxes only)? | Confirms the matter is genuinely within SALT scope rather than a federal-only question you'd have to decline in the consultation. |
| Have you received a notice, bill, audit letter, or other contact from a state or local tax agency in the last 24 months? | An existing notice signals active agency contact and real time pressure, which usually means a live, billable matter rather than a hypothetical one. |
| Do you believe you owe, were assessed, or may have underpaid state or local taxes (such as income tax, sales/use tax, payroll withholding, or property tax)? | Shows whether there's an actual liability in question, which is the core of most SALT engagements versus general tax planning. |
| Is there at least $5,000 at stake (tax, penalties, and/or interest) or could the issue significantly affect your business or finances? | The $5,000 threshold gives you a floor for deciding whether the matter is worth a consultation versus a minor local dispute. |
| Does the issue involve more than one state or local area (for example, you moved, work in one state and live in another, sell into other states, or own property in another state)? | Multi-state exposure often requires broader expertise and supports higher fees, making it a strong indicator of a higher-value matter. |
| Do you need help with a state/local tax filing, appeal, settlement/payment plan, or responding to an audit or notice? | Identifies the specific type of help needed so you know whether this is a filing, appeal, or audit response engagement before you speak with them. |
| Are you able to identify the state or local tax agency involved (or the state/city/county where the issue is happening)? | Knowing the specific agency or jurisdiction lets you check upfront whether you're licensed and experienced in that state before booking time. |
How Cliont scores state and local tax salt leads
Every answer is weighted automatically — no manual review required.
Value signals
- Question Or Problem Mainly: yes
- Received Notice, Bill, Audit: yes
- Believe Owe, Were Assessed,: yes
- There At Least $5,000: yes
- Issue Involve More Than: yes
- Help With State/Local Tax: yes
See the lead your team receives
SALT Audit Response 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 state and local tax salt workflows
| Cliont capability | State And Local Tax SALT application |
|---|---|
| Weighted lead scoring | Combines the multi-state flag and the $5,000-plus stake question so cross-border and audit-driven matters consistently outscore single-state, low-dollar questions. |
| Document upload capture | Collects the notice, bill, or audit letter the intake asks about so you can review the actual agency correspondence before you decide to take the case. |
| Automatic CRM routing | Sends leads that flag an existing agency notice or multi-state exposure into your CRM as higher-priority matters, separate from general SALT questions. |
| Video intake widget | Lets prospective clients briefly describe the notice or agency contact in their own words alongside the structured yes/no qualifying answers. |
Common state and local tax salt lead scenarios
Multi-state audit notice
A business received notices from two states with roughly $8,000 in dispute; the intake's multi-state and dollar-threshold answers push this straight to the top of the queue.
Single-state sales tax question
A small business has a general sales tax question with no agency contact and well under $5,000 at stake, so the intake scores it lower without disqualifying it outright.
Payroll tax exposure across states
An employer with remote staff in three states faces a withholding assessment, triggering both the multi-state and believed-underpayment signals for a higher score.
Federal-only inquiry misdirected
A prospective client's issue turns out to be entirely an IRS matter; a 'no' on the state-or-local question lets you filter it out before it consumes consultation time.
Existing assessment needing appeal
A client already assessed by a state agency needs help filing an appeal or settlement, combining the underpayment and help-needed answers into a strong, actionable lead.
Connect Cliont to your workflow
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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
State and Local Tax SALT lead-intake FAQs
How does the intake separate federal-only tax questions from real SALT matters?
The first qualifying question asks whether the issue is mainly about state or local taxes rather than federal taxes alone, so purely federal inquiries score low and can be filtered before you take the consultation.
Can the intake tell me if a prospective client already has an active agency notice?
Yes, one question asks directly whether they've received a notice, bill, or audit letter from a state or local agency in the last 24 months, which is one of the more heavily weighted signals in the scoring.
Does the intake capture how much money is actually at stake?
The catalog asks whether at least $5,000 in tax, penalties, or interest is involved, or whether the issue could meaningfully affect the business, giving you a dollar-exposure read before you schedule anything.
How does the form flag multi-state complexity?
A dedicated question asks whether the matter spans more than one state or local jurisdiction, such as moving, working across state lines, or selling into other states, since these matters usually need broader expertise.
What happens if the prospective client doesn't know which agency is involved?
The intake still asks whether they can identify the agency or the state, city, or county involved; answering no scores lower but does not disqualify the lead outright.
Does the intake distinguish a filing question from an audit response?
One question asks directly whether they need help with a filing, appeal, settlement, or payment plan, or with responding to an audit or notice, so you know the type of engagement before the consultation.
Turn state and local tax salt visitors into qualified cases
Give every state and local tax salt visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.