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