Tax Season Bingo

Tax Season Bingo Card
Preview

This bingo card has a free space and 49 words: Client with 1031 exchange or installment sale, Client has Crypto, Looked up something in Bloomberg and billed it to research, Realized you were hangry, Had a dream about taxes or the office (ours, not the show), Spent more time on review notes than original prep and self review (bonus square), A client pushes back when you ask for info/documents, You hear someone swear at a return under their breath, SALY strikes again, You hear Ryan's giddy/overtired giggle, You forget what day of the week it is, Cleared all critical errors without help, There is actually crying in tax season, Forgot to move red folder (bonus square), A non-tax loved one complains about the hours you work during tax season, Return with more than two states, Scott has a new story, Engagement or UltraTax crashes, You use headphones to concentrate, Have to ask a manager to follow up with a client (bonus square), Liz assures you that it really IS that messy, Fully completed organizer, A manager assures you that you really are doing well, Tyson says, "Clear as mud?" and it is actually clear as mud, Found something on transcript the client forgot, AZ tax credit, You have to ask Jamal, Something in the organizer is in the wrong place, Client only provides page one of a K-1, Immaterial reclassifications, Admin quietly takes care of something for you, Send question to tax prep Team in Teams, Told a client their return was "in process", Worked a 12+ hour day, Existential crisis, Talked to your manager about a roadblock, Email from Todd while you're sleeping, Client that would have saved $$$ if they would have checked with us first, Calculate PTE, Make a JE backward (bonus square), Sent someone a Good Vibe, Found something interesting and made a note to learn more, Complete the Lead Sheet, Equity doesn't roll, Think of something that could really help a client, Forgot to route workflow (bonus square), Learned something from the FYIs, Accidentally asked client for info we can pull ourselves (bonus square) and Use Google to see how other tax pros handle something.

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