Straight toPaid (Newor Prior)Straight toPaid (NewClient)Fill thePipeline (Setand ConfirmAppt forTomorrow)SecondLookEnrollmentStraight toPaid (Newor Prior)Convert aReturnThat Wason HoldSavetheDateAttachPOM/TIS toConvertedReturnStraight toPaid (NewClient)Straight toPaid (Newor Prior)Straight toPaid (NewClient)Fill thePipeline (Setand ConfirmAppt forTomorrow)SecondLookEnrollmentStraight toPaid (Newor Prior)Convert aReturnThat Wason HoldSavetheDateAttachPOM/TIS toConvertedReturnStraight toPaid (NewClient)

TAX PRO - 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.


1
2
3
4
5
6
7
8
9
  1. Straight to Paid (New or Prior)
  2. Straight to Paid (New Client)
  3. Fill the Pipeline (Set and Confirm Appt for Tomorrow)
  4. Second Look Enrollment
  5. Straight to Paid (New or Prior)
  6. Convert a Return That Was on Hold
  7. Save the Date
  8. Attach POM/TIS to Converted Return
  9. Straight to Paid (New Client)