Getnamed ina googlereviewAnswersomeonesquestion in thetax questionsslack channelCollecta PYDGet 5returnsoff holdLeave atleast 20voicemailsby the end ofthe weekMake 10phonecalls in asingle dayGet 1referral froman existingclientConvert ahesitantcaller into anappointmentBook at least8appointmentsin one weekGuidesomeonewho got anIRS letterCheckyourvoicemailHelp acustomer whowas nervousor upset abouttheir taxesAnswer a taxquestionyou've neverbeen askedbeforeHelp aclientretrievean IP PINExplain whyrefund islower thanexpected to atleast 3 callersAttacha WFGon ETRHelpsomeonewho hasn'tfiled in yearsMake 50phonecalls in aweekVacuumyourofficeAttendthe 10at 10Fix arejectComplete afull day withno missedappointmentsHelp 1client makea MyJHaccountHave 5people callback from avoicemailyou leftGetnamed ina googlereviewAnswersomeonesquestion in thetax questionsslack channelCollecta PYDGet 5returnsoff holdLeave atleast 20voicemailsby the end ofthe weekMake 10phonecalls in asingle dayGet 1referral froman existingclientConvert ahesitantcaller into anappointmentBook at least8appointmentsin one weekGuidesomeonewho got anIRS letterCheckyourvoicemailHelp acustomer whowas nervousor upset abouttheir taxesAnswer a taxquestionyou've neverbeen askedbeforeHelp aclientretrievean IP PINExplain whyrefund islower thanexpected to atleast 3 callersAttacha WFGon ETRHelpsomeonewho hasn'tfiled in yearsMake 50phonecalls in aweekVacuumyourofficeAttendthe 10at 10Fix arejectComplete afull day withno missedappointmentsHelp 1client makea MyJHaccountHave 5people callback from avoicemailyou left

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