Explain why arefund islower thanexpected to atleast 3 callers Convert ahesitantcaller into anappointment Make 10phonecalls in asingle day Have 5people callback from avoicemailyou left Answersomeonesquestion in thetax questionsslack channelCollecta PYDAnswer a taxquestion thatyou’ve neverbeen askedbefore Helpsomeonewho hasn’tfiled in years Vaccumyouroffice Getnamed ina googlereview Fix areject Help aclientretrievean IP PINGet 5returnsoff hold Attendthe 10at 10 Guidesomeonewho got anIRS letterAttach aWFG onan ETR Get 1referral froman existingclient Complete afull day withno missedappointments Book at least8appointmentsin one week Help acustomer whowas nervousor upset abouttheir taxes Help 1client makea MyJHaccount Leave atleast 20voicemailsby the end ofthe week Checkyourvoicemail Make 50phonecalls in aweek Explain why arefund islower thanexpected to atleast 3 callers Convert ahesitantcaller into anappointment Make 10phonecalls in asingle day Have 5people callback from avoicemailyou left Answersomeonesquestion in thetax questionsslack channelCollecta PYDAnswer a taxquestion thatyou’ve neverbeen askedbefore Helpsomeonewho hasn’tfiled in years Vaccumyouroffice Getnamed ina googlereview Fix areject Help aclientretrievean IP PINGet 5returnsoff hold Attendthe 10at 10 Guidesomeonewho got anIRS letterAttach aWFG onan ETR Get 1referral froman existingclient Complete afull day withno missedappointments Book at least8appointmentsin one week Help acustomer whowas nervousor upset abouttheir taxes Help 1client makea MyJHaccount Leave atleast 20voicemailsby the end ofthe week Checkyourvoicemail Make 50phonecalls in aweek 

Tax Office - 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. Explain why a refund is lower than expected to at least 3 callers
  2. Convert a hesitant caller into an appointment
  3. Make 10 phone calls in a single day
  4. Have 5 people call back from a voicemail you left
  5. Answer someones question in the tax questions slack channel
  6. Collect a PYD
  7. Answer a tax question that you’ve never been asked before
  8. Help someone who hasn’t filed in years
  9. Vaccum your office
  10. Get named in a google review
  11. Fix a reject
  12. Help a client retrieve an IP PIN
  13. Get 5 returns off hold
  14. Attend the 10 at 10
  15. Guide someone who got an IRS letter
  16. Attach a WFG on an ETR
  17. Get 1 referral from an existing client
  18. Complete a full day with no missed appointments
  19. Book at least 8 appointments in one week
  20. Help a customer who was nervous or upset about their taxes
  21. Help 1 client make a MyJH account
  22. Leave at least 20 voicemails by the end of the week
  23. Check your voicemail
  24. Make 50 phone calls in a week