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

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