Had a client cometo us becausesomeone elsemessed up a prioryear returnHad a clientrefuse to signthe CSA orengagementletterHad to explainthe expressrefundadvance to aclientHadsomeonerefuse topayHad tofire aclientCompleteda tax returnincluding afarmHad tocontact aclient formissing dataGot cussedout on thephone by aNON-clientHad a client tryto claimsomeone whowas not aqualifyingdependentHad aclient askfor themanagerReceivedor worked onclient infofrom a shoeboxHad aclient askfor Daveor ScottHad a clientask aboutPiedmontNatural GasstockTold a clientthat their returnwas "inprocess" whenit was still in thedrawerCompleteda taxreturn fora ministerHad a clientask if theycould paywhen they gettheir refundHad to callJH supportmore thanonce on thesame dayCompletedan estatereturnHad aclient withan AMEXcard issueHad a client callmultiple timesin one day toask about theirrefund checkHad a clientask if their W-2was availableto them onlineyetAsked forclient'soccupation andwas told theywere a dancerHad a clientask for thepaystubadvanceHad to put atax return onhold formissing1095-AHad a client cometo us becausesomeone elsemessed up a prioryear returnHad a clientrefuse to signthe CSA orengagementletterHad to explainthe expressrefundadvance to aclientHadsomeonerefuse topayHad tofire aclientCompleteda tax returnincluding afarmHad tocontact aclient formissing dataGot cussedout on thephone by aNON-clientHad a client tryto claimsomeone whowas not aqualifyingdependentHad aclient askfor themanagerReceivedor worked onclient infofrom a shoeboxHad aclient askfor Daveor ScottHad a clientask aboutPiedmontNatural GasstockTold a clientthat their returnwas "inprocess" whenit was still in thedrawerCompleteda taxreturn fora ministerHad a clientask if theycould paywhen they gettheir refundHad to callJH supportmore thanonce on thesame dayCompletedan estatereturnHad aclient withan AMEXcard issueHad a client callmultiple timesin one day toask about theirrefund checkHad a clientask if their W-2was availableto them onlineyetAsked forclient'soccupation andwas told theywere a dancerHad a clientask for thepaystubadvanceHad 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 refuse to sign the CSA or engagement letter
  3. Had to explain the express refund advance to a client
  4. Had someone refuse to pay
  5. Had to fire a client
  6. Completed a tax return including a farm
  7. Had to contact a client for missing data
  8. Got cussed out on the phone by a NON-client
  9. Had a client try to claim someone who was not a qualifying dependent
  10. Had a client ask for the manager
  11. Received or worked on client info from a shoe box
  12. Had a client ask for Dave or Scott
  13. Had a client ask about Piedmont Natural Gas stock
  14. Told a client that their return was "in process" when it was still in the drawer
  15. Completed a tax return for a minister
  16. Had a client ask if they could pay when they get their refund
  17. Had to call JH support more than once on the same day
  18. Completed an estate return
  19. Had a client with an AMEX card issue
  20. Had a client call multiple times in one day to ask about their refund check
  21. Had a client ask if their W-2 was available to them online yet
  22. Asked for client's occupation and was told they were a dancer
  23. Had a client ask for the paystub advance
  24. Had to put a tax return on hold for missing 1095-A