Redirectto ProSales/SupportBlamesTaxAct fora mistakethey madeCx askingfor account/return infowe can't seeAGIRejection/QuestionCxswearsduring callCx's issuecausedbecause theydidn't followverbalinstructionCx asksforescalationOnly reasonCx is callingis to get adiscountRedirectto NAVCx asks fordiscount/refund thatwe can'tprovideCx thinksanothersite/app isthe TaxActsiteCx actuallyhas all infothey need foreasyresolutionCx asks forphone codeto be sentto emailCx hascalled inmore thanonce todayCalls with apricing/downgradequestion afteralready payingElderlyCxCall lastsat least15minTaxActsystemdoesn't sendCx verificationcodeDoesn'thave phoneon accountanymoreCx asks taxquestiononly XPertcan answerMore than2 accountstied tosame emailCx asks forhigherdiscountthan onebeing offeredCx's issuecausedbecausethey didn'treadCx gettingself-selectPIN and IPPIN mixedupRedirectto ProSales/SupportBlamesTaxAct fora mistakethey madeCx askingfor account/return infowe can't seeAGIRejection/QuestionCxswearsduring callCx's issuecausedbecause theydidn't followverbalinstructionCx asksforescalationOnly reasonCx is callingis to get adiscountRedirectto NAVCx asks fordiscount/refund thatwe can'tprovideCx thinksanothersite/app isthe TaxActsiteCx actuallyhas all infothey need foreasyresolutionCx asks forphone codeto be sentto emailCx hascalled inmore thanonce todayCalls with apricing/downgradequestion afteralready payingElderlyCxCall lastsat least15minTaxActsystemdoesn't sendCx verificationcodeDoesn'thave phoneon accountanymoreCx asks taxquestiononly XPertcan answerMore than2 accountstied tosame emailCx asks forhigherdiscountthan onebeing offeredCx's issuecausedbecausethey didn'treadCx gettingself-selectPIN and IPPIN mixedup

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Redirect to Pro Sales/ Support
  2. Blames TaxAct for a mistake they made
  3. Cx asking for account/ return info we can't see
  4. AGI Rejection/ Question
  5. Cx swears during call
  6. Cx's issue caused because they didn't follow verbal instruction
  7. Cx asks for escalation
  8. Only reason Cx is calling is to get a discount
  9. Redirect to NAV
  10. Cx asks for discount/ refund that we can't provide
  11. Cx thinks another site/app is the TaxAct site
  12. Cx actually has all info they need for easy resolution
  13. Cx asks for phone code to be sent to email
  14. Cx has called in more than once today
  15. Calls with a pricing/ downgrade question after already paying
  16. Elderly Cx
  17. Call lasts at least 15min
  18. TaxAct system doesn't send Cx verification code
  19. Doesn't have phone on account anymore
  20. Cx asks tax question only XPert can answer
  21. More than 2 accounts tied to same email
  22. Cx asks for higher discount than one being offered
  23. Cx's issue caused because they didn't read
  24. Cx getting self-select PIN and IP PIN mixed up