TaxActsystemdoesn't sendCx verificationcodeCx asksforescalationBlamesTaxAct fora mistakethey madeCxswearsduring callCalls with apricing/downgradequestion afteralready payingCx's issuecausedbecause theydidn't followverbalinstructionCx asks taxquestiononly XPertcan answerCx askingfor account/return infowe can't seeMore than2 accountstied tosame emailCx actuallyhas all infothey need foreasyresolutionCx asks fordiscount/refund thatwe can'tprovideElderlyCxCx hascalled inmore thanonce todayCall lastsat least15minCx asks forhigherdiscountthan onebeing offeredCx thinksanothersite/app isthe TaxActsiteRedirectto NAVCx asks forphone codeto be sentto emailCx's issuecausedbecausethey didn'treadDoesn'thave phoneon accountanymoreRedirectto ProSales/SupportCx gettingself-selectPIN and IPPIN mixedupOnly reasonCx is callingis to get adiscountAGIRejection/QuestionTaxActsystemdoesn't sendCx verificationcodeCx asksforescalationBlamesTaxAct fora mistakethey madeCxswearsduring callCalls with apricing/downgradequestion afteralready payingCx's issuecausedbecause theydidn't followverbalinstructionCx asks taxquestiononly XPertcan answerCx askingfor account/return infowe can't seeMore than2 accountstied tosame emailCx actuallyhas all infothey need foreasyresolutionCx asks fordiscount/refund thatwe can'tprovideElderlyCxCx hascalled inmore thanonce todayCall lastsat least15minCx asks forhigherdiscountthan onebeing offeredCx thinksanothersite/app isthe TaxActsiteRedirectto NAVCx asks forphone codeto be sentto emailCx's issuecausedbecausethey didn'treadDoesn'thave phoneon accountanymoreRedirectto ProSales/SupportCx gettingself-selectPIN and IPPIN mixedupOnly reasonCx is callingis to get adiscountAGIRejection/Question

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