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

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.


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