Had a client callmultiple timesin one day toask about theirrefund checkHad a client cometo us becausesomeone elsemessed up a prioryear returnReceivedor worked onclient infofrom a shoeboxHad aclient withan AMEXcard issueCompletedan estatereturnHad to put atax return onhold formissing1095-AHad aclient askfor Daveor ScottHad a clientask if their W-2was availableto them onlineyetHad aclient askfor themanagerCompleteda taxreturn fora ministerTold a clientthat their returnwas "inprocess" whenit was still in thedrawerHad a clientask aboutPiedmontNatural GasstockHad a clientrefuse to signthe CSA orengagementletterHad a clientask if theycould paywhen they gettheir refundAsked forclient'soccupation andwas told theywere a dancerCompleteda tax returnincluding afarmHad to callJH supportmore thanonce on thesame dayGot cussedout on thephone by aNON-clientHad a clientask for thepaystubadvanceHad tocontact aclient formissing dataHad tofire aclientHadsomeonerefuse topayHad to explainthe expressrefundadvance to aclientHad a client tryto claimsomeone whowas not aqualifyingdependentHad a client callmultiple timesin one day toask about theirrefund checkHad a client cometo us becausesomeone elsemessed up a prioryear returnReceivedor worked onclient infofrom a shoeboxHad aclient withan AMEXcard issueCompletedan estatereturnHad to put atax return onhold formissing1095-AHad aclient askfor Daveor ScottHad a clientask if their W-2was availableto them onlineyetHad aclient askfor themanagerCompleteda taxreturn fora ministerTold a clientthat their returnwas "inprocess" whenit was still in thedrawerHad a clientask aboutPiedmontNatural GasstockHad a clientrefuse to signthe CSA orengagementletterHad a clientask if theycould paywhen they gettheir refundAsked forclient'soccupation andwas told theywere a dancerCompleteda tax returnincluding afarmHad to callJH supportmore thanonce on thesame dayGot cussedout on thephone by aNON-clientHad a clientask for thepaystubadvanceHad tocontact aclient formissing dataHad tofire aclientHadsomeonerefuse topayHad to explainthe expressrefundadvance to aclientHad a client tryto claimsomeone whowas not aqualifyingdependent

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