Redirectto ProSales/SupportCx gettingself-selectPIN and IPPIN mixedupCalls with apricing/downgradequestion afteralready payingBlamesTaxAct fora mistakethey madeCx asks forphone codeto be sentto emailCxswearsduring callRedirectto NAVCx asks taxquestiononly XPertcan answerCx actuallyhas all infothey need foreasyresolutionMore than2 accountstied tosame emailCall lastsat least15minElderlyCxCx thinksanothersite/app isthe TaxActsiteDoesn'thave phoneon accountanymoreCx's issuecausedbecause theydidn't followverbalinstructionCx askingfor account/return infowe can't seeCx asksforescalationOnly reasonCx is callingis to get adiscountCx's issuecausedbecausethey didn'treadCx hascalled inmore thanonce todayAGIRejection/QuestionTaxActsystemdoesn't sendCx verificationcodeCx asks fordiscount/refund thatwe can'tprovideCx asks forhigherdiscountthan onebeing offeredRedirectto ProSales/SupportCx gettingself-selectPIN and IPPIN mixedupCalls with apricing/downgradequestion afteralready payingBlamesTaxAct fora mistakethey madeCx asks forphone codeto be sentto emailCxswearsduring callRedirectto NAVCx asks taxquestiononly XPertcan answerCx actuallyhas all infothey need foreasyresolutionMore than2 accountstied tosame emailCall lastsat least15minElderlyCxCx thinksanothersite/app isthe TaxActsiteDoesn'thave phoneon accountanymoreCx's issuecausedbecause theydidn't followverbalinstructionCx askingfor account/return infowe can't seeCx asksforescalationOnly reasonCx is callingis to get adiscountCx's issuecausedbecausethey didn'treadCx hascalled inmore thanonce todayAGIRejection/QuestionTaxActsystemdoesn't sendCx verificationcodeCx asks fordiscount/refund thatwe can'tprovideCx asks forhigherdiscountthan onebeing offered

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