Had a client cometo us becausesomeone elsemessed up a prioryear returnHad a clientask if theycould paywhen they gettheir refundHad to explainthe expressrefundadvance to aclientHad tocontact aclient formissing dataCompleteda tax returnincluding afarmHad a clientask for thepaystubadvanceCompletedan estatereturnHad aclient withan AMEXcard issueHad a clientask if their W-2was availableto them onlineyetHad aclient askfor themanagerHad a clientrefuse to signthe CSA orengagementletterGot cussedout on thephone by aNON-clientHad to callJH supportmore thanonce on thesame dayHad tofire aclientAsked forclient'soccupation andwas told theywere a dancerTold a clientthat their returnwas "inprocess" whenit was still in thedrawerHadsomeonerefuse topayHad a client tryto claimsomeone whowas not aqualifyingdependentHad a clientask aboutPiedmontNatural GasstockHad aclient askfor Daveor ScottHad a client callmultiple timesin one day toask about theirrefund checkCompleteda taxreturn fora ministerReceivedor worked onclient infofrom a shoeboxHad to put atax return onhold formissing1095-AHad a client cometo us becausesomeone elsemessed up a prioryear returnHad a clientask if theycould paywhen they gettheir refundHad to explainthe expressrefundadvance to aclientHad tocontact aclient formissing dataCompleteda tax returnincluding afarmHad a clientask for thepaystubadvanceCompletedan estatereturnHad aclient withan AMEXcard issueHad a clientask if their W-2was availableto them onlineyetHad aclient askfor themanagerHad a clientrefuse to signthe CSA orengagementletterGot cussedout on thephone by aNON-clientHad to callJH supportmore thanonce on thesame dayHad tofire aclientAsked forclient'soccupation andwas told theywere a dancerTold a clientthat their returnwas "inprocess" whenit was still in thedrawerHadsomeonerefuse topayHad a client tryto claimsomeone whowas not aqualifyingdependentHad a clientask aboutPiedmontNatural GasstockHad aclient askfor Daveor ScottHad a client callmultiple timesin one day toask about theirrefund checkCompleteda taxreturn fora ministerReceivedor worked onclient infofrom a shoeboxHad to put atax return onhold formissing1095-A

Tax Season Bingo! - 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. Had a client come to us because someone else messed up a prior year return
  2. Had a client ask if they could pay when they get their refund
  3. Had to explain the express refund advance to a client
  4. Had to contact a client for missing data
  5. Completed a tax return including a farm
  6. Had a client ask for the paystub advance
  7. Completed an estate return
  8. Had a client with an AMEX card issue
  9. Had a client ask if their W-2 was available to them online yet
  10. Had a client ask for the manager
  11. Had a client refuse to sign the CSA or engagement letter
  12. Got cussed out on the phone by a NON-client
  13. Had to call JH support more than once on the same day
  14. Had to fire a client
  15. Asked for client's occupation and was told they were a dancer
  16. Told a client that their return was "in process" when it was still in the drawer
  17. Had someone refuse to pay
  18. Had a client try to claim someone who was not a qualifying dependent
  19. Had a client ask about Piedmont Natural Gas stock
  20. Had a client ask for Dave or Scott
  21. Had a client call multiple times in one day to ask about their refund check
  22. Completed a tax return for a minister
  23. Received or worked on client info from a shoe box
  24. Had to put a tax return on hold for missing 1095-A