This bingo card has a free space and 63 words: Client tells you when the tax deadline is… as if you don’t know., Client spells your name wrong despite it being in your email signature., Client calls because an employee moved and didn’t get their W-2., A client reconciled their QuickBooks banks… and it’s a mess., Client hears/sees a tax hack from social media and wants to use it (but it’s wrong or fraud)., A client mentions “chatGPTing” their tax question before calling you., Business gross income > $10M., A client calls you the wrong name even after you clearly introduce yourself., A client asks if their refund can be expedited., Tax due > $500K., Business net income > $2M., Client insists on speaking only to Ken., Client provides one side of a two-sided document., A client sends an email with no subject line., A client signs their name in the wrong spot., W-2 income > $1M., Charitable contributions > $50K., Net operating loss (NOL) carryforward > $1M., Client provides > 5 Schedule C forms in a single return., Client says they never signed up for an IP PIN… and they have one., Capital gain > $3M., “Quick question” lasts over 15 minutes., Seven returns are completed and prepped in one day., Five back-to-back-to-back phone calls., IRS hold time is less than 10 minutes., Client already picked up their documents but forgot, Client shows up unannounced at the office and wants a meeting with KG, AD, or HC., More than 25 K-1s in one file., Client refund below $10., Over 500 transactions appear in one client’s bank reconciliation., Rental income from > 10 properties appear in one return., Business-related meal deductions > $100K., Someone accidentally texts/messages the group when it was supposed to be to an individual., Client responds to a text code 30 minutes later., You have to open all the envelopes a client brings in., Alex comes to help you but “has to take this call” and never comes back., You catch Alex on the phone with Gala., Hannah offers help but forgets to follow through., IT responds to your issue within 5 minutes., Someone enters the wrong office in the back hall., Jeff gets caught sneaking sweets from the breakroom., Someone brings in desserts for the team., A client jokes about “buying” you dinner with their tax refund, Client emails saying, “Here is this attachment,” but didn’t attach anything., Client gives you a tax document for the wrong year., Client insists they gave you the missing document and asks you to look again., Client calls asking to speak to “whoever emailed/called them., Client asks why return hasn’t been filed but we are waiting on info from them, 10 emails from the same client in one day, Blurry photo of documents, Client asks “Can you do this today?”, 3 eFile rejects in a day, K-1 arrives late, A client emails or calls with a State Notice or IRS Notice in a Panic, Mini celebration after a big file or project is completed, Food left in the microwave, Someone says “What day is it?”, Employee starts talking to themselves, Office lights still on after sunset or before sunrise, Someone says “love you” at the end of a work call, Someone forgets a word mid-sentence, Client forgot to tell us they moved and Tax Season Spoonerism (mixing up the first letters of words Tax forms =Fax Torms).
Tax Season 2023 | DAVO Daily Bingo | Tax Season Bingo! | DAVO Daily Ops Bingo | Abacus Bingo
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