Cx hascalled inmore thanonce todayCx thinksanothersite/app isthe TaxActsiteBlamesTaxAct fora mistakethey madeMore than2 accountstied tosame emailElderlyCxDoesn'thave phoneon accountanymoreCx asks taxquestiononly XPertcan answerRedirectto ProSales/SupportCx asksforescalationRedirectto NAVCx asks forhigherdiscountthan onebeing offeredTaxActsystemdoesn't sendCx verificationcodeCalls with apricing/downgradequestion afteralready payingCx's issuecausedbecause theydidn't followverbalinstructionCx asks fordiscount/refund thatwe can'tprovideAGIRejection/QuestionCx asks forphone codeto be sentto emailCall lastsat least15minCx actuallyhas all infothey need foreasyresolutionCx askingfor account/return infowe can't seeCx's issuecausedbecausethey didn'treadCxswearsduring callCx gettingself-selectPIN and IPPIN mixedupOnly reasonCx is callingis to get adiscountCx hascalled inmore thanonce todayCx thinksanothersite/app isthe TaxActsiteBlamesTaxAct fora mistakethey madeMore than2 accountstied tosame emailElderlyCxDoesn'thave phoneon accountanymoreCx asks taxquestiononly XPertcan answerRedirectto ProSales/SupportCx asksforescalationRedirectto NAVCx asks forhigherdiscountthan onebeing offeredTaxActsystemdoesn't sendCx verificationcodeCalls with apricing/downgradequestion afteralready payingCx's issuecausedbecause theydidn't followverbalinstructionCx asks fordiscount/refund thatwe can'tprovideAGIRejection/QuestionCx asks forphone codeto be sentto emailCall lastsat least15minCx actuallyhas all infothey need foreasyresolutionCx askingfor account/return infowe can't seeCx's issuecausedbecausethey didn'treadCxswearsduring callCx gettingself-selectPIN and IPPIN mixedupOnly reasonCx is callingis to get adiscount

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