Cx actuallyhas all infothey need foreasyresolutionRedirectto ProSales/SupportOnly reasonCx is callingis to get adiscountCx thinksanothersite/app isthe TaxActsiteCxswearsduring callCx asksforescalationCx askingfor account/return infowe can't seeCx asks forphone codeto be sentto emailMore than2 accountstied tosame emailCx gettingself-selectPIN and IPPIN mixedupCx's issuecausedbecause theydidn't followverbalinstructionDoesn'thave phoneon accountanymoreCall lastsat least15minCx asks fordiscount/refund thatwe can'tprovideElderlyCxCx asks taxquestiononly XPertcan answerCx hascalled inmore thanonce todayTaxActsystemdoesn't sendCx verificationcodeCalls with apricing/downgradequestion afteralready payingCx's issuecausedbecausethey didn'treadAGIRejection/QuestionBlamesTaxAct fora mistakethey madeCx asks forhigherdiscountthan onebeing offeredRedirectto NAVCx actuallyhas all infothey need foreasyresolutionRedirectto ProSales/SupportOnly reasonCx is callingis to get adiscountCx thinksanothersite/app isthe TaxActsiteCxswearsduring callCx asksforescalationCx askingfor account/return infowe can't seeCx asks forphone codeto be sentto emailMore than2 accountstied tosame emailCx gettingself-selectPIN and IPPIN mixedupCx's issuecausedbecause theydidn't followverbalinstructionDoesn'thave phoneon accountanymoreCall lastsat least15minCx asks fordiscount/refund thatwe can'tprovideElderlyCxCx asks taxquestiononly XPertcan answerCx hascalled inmore thanonce todayTaxActsystemdoesn't sendCx verificationcodeCalls with apricing/downgradequestion afteralready payingCx's issuecausedbecausethey didn'treadAGIRejection/QuestionBlamesTaxAct fora mistakethey madeCx asks forhigherdiscountthan onebeing offeredRedirectto NAV

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