Calls with apricing/downgradequestion afteralready payingCx askingfor account/return infowe can't seeAGIRejection/QuestionCx asks forhigherdiscountthan onebeing offeredCx thinksanothersite/app isthe TaxActsiteBlamesTaxAct fora mistakethey madeCx asksforescalationCx gettingself-selectPIN and IPPIN mixedupMore than2 accountstied tosame emailCxswearsduring callOnly reasonCx is callingis to get adiscountCx asks taxquestiononly XPertcan answerRedirectto NAVDoesn'thave phoneon accountanymoreTaxActsystemdoesn't sendCx verificationcodeCall lastsat least15minElderlyCxCx asks fordiscount/refund thatwe can'tprovideCx hascalled inmore thanonce todayCx's issuecausedbecause theydidn't followverbalinstructionCx's issuecausedbecausethey didn'treadRedirectto ProSales/SupportCx asks forphone codeto be sentto emailCx actuallyhas all infothey need foreasyresolutionCalls with apricing/downgradequestion afteralready payingCx askingfor account/return infowe can't seeAGIRejection/QuestionCx asks forhigherdiscountthan onebeing offeredCx thinksanothersite/app isthe TaxActsiteBlamesTaxAct fora mistakethey madeCx asksforescalationCx gettingself-selectPIN and IPPIN mixedupMore than2 accountstied tosame emailCxswearsduring callOnly reasonCx is callingis to get adiscountCx asks taxquestiononly XPertcan answerRedirectto NAVDoesn'thave phoneon accountanymoreTaxActsystemdoesn't sendCx verificationcodeCall lastsat least15minElderlyCxCx asks fordiscount/refund thatwe can'tprovideCx hascalled inmore thanonce todayCx's issuecausedbecause theydidn't followverbalinstructionCx's issuecausedbecausethey didn'treadRedirectto ProSales/SupportCx asks forphone codeto be sentto emailCx actuallyhas all infothey need foreasyresolution

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