SMRTAsk the clientfor their Firstand Last name+ Email. Verifylast 4 SSN+Address.Free!WIM$Ask the client fortheir First andLast name + FullSSN+ DOB.Verify their fulladdressWhen can Italk to aspouseabout areturn?We can only discussreturn informationwith the taxpayer’sspouse IF the returnfiling status isMarried Filing Jointly(not single or marriedfiling separately).What articleis used toverify client'sinformation?1442TRSAsk the clientfor their Firstand Last name.Veirfy full SSN+ DOB.RAPAsk the clientfor their Firstand Last name+ Email. Veirfyfull address.OLATAsk the clientfor their Firstand Last name.Verify last 4SSN, DOB +ZIP code.If a client verifiestheir identity andthey give mepermission, can Ispeak to someoneelse about theiraccount?You can speak tosomeone other than thePrimary Taxpayer orJoint Taxpayer SpouseONLY if the owner of theaccount is present (inperson or 3-way calling)and they completeverification requirements.SMRTAsk the clientfor their Firstand Last name+ Email. Verifylast 4 SSN+Address.Free!WIM$Ask the client fortheir First andLast name + FullSSN+ DOB.Verify their fulladdressWhen can Italk to aspouseabout areturn?We can only discussreturn informationwith the taxpayer’sspouse IF the returnfiling status isMarried Filing Jointly(not single or marriedfiling separately).What articleis used toverify client'sinformation?1442TRSAsk the clientfor their Firstand Last name.Veirfy full SSN+ DOB.RAPAsk the clientfor their Firstand Last name+ Email. Veirfyfull address.OLATAsk the clientfor their Firstand Last name.Verify last 4SSN, DOB +ZIP code.If a client verifiestheir identity andthey give mepermission, can Ispeak to someoneelse about theiraccount?You can speak tosomeone other than thePrimary Taxpayer orJoint Taxpayer SpouseONLY if the owner of theaccount is present (inperson or 3-way calling)and they completeverification requirements.

Client Verification - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Ask the client for their First and Last name + Email. Verify last 4 SSN+ Address.
    SMRT
  2. Free!
  3. Ask the client for their First and Last name + Full SSN+ DOB. Verify their full address
    WIM$
  4. We can only discuss return information with the taxpayer’s spouse IF the return filing status is Married Filing Jointly (not single or married filing separately).
    When can I talk to a spouse about a return?
  5. 1442
    What article is used to verify client's information?
  6. Ask the client for their First and Last name. Veirfy full SSN + DOB.
    TRS
  7. Ask the client for their First and Last name + Email. Veirfy full address.
    RAP
  8. Ask the client for their First and Last name. Verify last 4 SSN, DOB + ZIP code.
    OLAT
  9. You can speak to someone other than the Primary Taxpayer or Joint Taxpayer Spouse ONLY if the owner of the account is present (in person or 3-way calling) and they complete verification requirements.
    If a client verifies their identity and they give me permission, can I speak to someone else about their account?