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


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