Call lastsat least15minCx hascalled inmore thanonce todayCx actuallyhas all infothey need foreasyresolutionCx askingfor account/return infowe can't seeCx gettingself-selectPIN and IPPIN mixedupTaxActsystemdoesn't sendCx verificationcodeCxswearsduring callCx asksforescalationAGIRejection/QuestionCx's issuecausedbecausethey didn'treadCx asks forhigherdiscountthan onebeing offeredCx asks fordiscount/refund thatwe can'tprovideCx thinksanothersite/app isthe TaxActsiteDoesn'thave phoneon accountanymoreCx asks taxquestiononly XPertcan answerBlamesTaxAct fora mistakethey madeCx asks forphone codeto be sentto emailRedirectto ProSales/SupportOnly reasonCx is callingis to get adiscountElderlyCxCx's issuecausedbecause theydidn't followverbalinstructionCalls with apricing/downgradequestion afteralready payingRedirectto NAVMore than2 accountstied tosame emailCall lastsat least15minCx hascalled inmore thanonce todayCx actuallyhas all infothey need foreasyresolutionCx askingfor account/return infowe can't seeCx gettingself-selectPIN and IPPIN mixedupTaxActsystemdoesn't sendCx verificationcodeCxswearsduring callCx asksforescalationAGIRejection/QuestionCx's issuecausedbecausethey didn'treadCx asks forhigherdiscountthan onebeing offeredCx asks fordiscount/refund thatwe can'tprovideCx thinksanothersite/app isthe TaxActsiteDoesn'thave phoneon accountanymoreCx asks taxquestiononly XPertcan answerBlamesTaxAct fora mistakethey madeCx asks forphone codeto be sentto emailRedirectto ProSales/SupportOnly reasonCx is callingis to get adiscountElderlyCxCx's issuecausedbecause theydidn't followverbalinstructionCalls with apricing/downgradequestion afteralready payingRedirectto NAVMore than2 accountstied tosame email

TaxAct Account Support Bingo - 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. Call lasts at least 15min
  2. Cx has called in more than once today
  3. Cx actually has all info they need for easy resolution
  4. Cx asking for account/ return info we can't see
  5. Cx getting self-select PIN and IP PIN mixed up
  6. TaxAct system doesn't send Cx verification code
  7. Cx swears during call
  8. Cx asks for escalation
  9. AGI Rejection/ Question
  10. Cx's issue caused because they didn't read
  11. Cx asks for higher discount than one being offered
  12. Cx asks for discount/ refund that we can't provide
  13. Cx thinks another site/app is the TaxAct site
  14. Doesn't have phone on account anymore
  15. Cx asks tax question only XPert can answer
  16. Blames TaxAct for a mistake they made
  17. Cx asks for phone code to be sent to email
  18. Redirect to Pro Sales/ Support
  19. Only reason Cx is calling is to get a discount
  20. Elderly Cx
  21. Cx's issue caused because they didn't follow verbal instruction
  22. Calls with a pricing/ downgrade question after already paying
  23. Redirect to NAV
  24. More than 2 accounts tied to same email