Convert aReturnThat Wason HoldStraight toPaid (Newor Prior)Fill thePipeline (Setand ConfirmAppt forTomorrow)Straight toPaid (Newor Prior)Straight toPaid (NewClient)AttachPOM/TIS toConvertedReturnSavetheDateStraight toPaid (NewClient)SecondLookEnrollmentConvert aReturnThat Wason HoldStraight toPaid (Newor Prior)Fill thePipeline (Setand ConfirmAppt forTomorrow)Straight toPaid (Newor Prior)Straight toPaid (NewClient)AttachPOM/TIS toConvertedReturnSavetheDateStraight toPaid (NewClient)SecondLookEnrollment

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.


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