Client didn'tsignEngagementLetter becausethey filed singleHad a clientcall sayingIRS calledthem for $5kHad to put atax return onhold formissing1095-AHad a client cometo us becausesomeone elsemessed up a prioryear returnHad a client callmultiple timesin one day toask about theirrefund checkHad aclient askfor themanagerCompleteda taxreturnHad a clientask if theycould paywhen they gettheir refundTold a clientthat their returnwas "inprocess" whenit was still in thedrawerClient wasn'tsure whichJorge is theirAccountantHad a clientask for thepaystubadvanceReceivedor worked onclient infofrom a shoeboxHadsomeonerefuse topayClient willpay basedupon theirreturnCompleteda taxreturn forGot cussedout on thephone by aNON-clientHad tofire aclientHad aclient askfor Daveor ScottHad to callJH supportmore thanonce on thesame dayHad a clientask if their W-2was availableto them onlineyetHad to explainthe expressrefundadvance to aclientHad a client tryto claimsomeone whowas not aqualifyingdependentCompletedan estatereturnAsked forclient'soccupation andwas told theywere a dancerClient justwantedNASCARTicketsHad a clientask aboutPiedmontNatural GasstockHad tocontact aclient formissing dataHad a clientrefuse to signthe CSA orengagementletterClient didn'tsignEngagementLetter becausethey filed singleHad a clientcall sayingIRS calledthem for $5kHad to put atax return onhold formissing1095-AHad a client cometo us becausesomeone elsemessed up a prioryear returnHad a client callmultiple timesin one day toask about theirrefund checkHad aclient askfor themanagerCompleteda taxreturnHad a clientask if theycould paywhen they gettheir refundTold a clientthat their returnwas "inprocess" whenit was still in thedrawerClient wasn'tsure whichJorge is theirAccountantHad a clientask for thepaystubadvanceReceivedor worked onclient infofrom a shoeboxHadsomeonerefuse topayClient willpay basedupon theirreturnCompleteda taxreturn forGot cussedout on thephone by aNON-clientHad tofire aclientHad aclient askfor Daveor ScottHad to callJH supportmore thanonce on thesame dayHad a clientask if their W-2was availableto them onlineyetHad to explainthe expressrefundadvance to aclientHad a client tryto claimsomeone whowas not aqualifyingdependentCompletedan estatereturnAsked forclient'soccupation andwas told theywere a dancerClient justwantedNASCARTicketsHad a clientask aboutPiedmontNatural GasstockHad tocontact aclient formissing dataHad a clientrefuse to signthe CSA orengagementletter

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. Client didn't sign Engagement Letter because they filed single
  2. Had a client call saying IRS called them for $5k
  3. Had to put a tax return on hold for missing 1095-A
  4. Had a client come to us because someone else messed up a prior year return
  5. Had a client call multiple times in one day to ask about their refund check
  6. Had a client ask for the manager
  7. Completed a tax return
  8. Had a client ask if they could pay when they get their refund
  9. Told a client that their return was "in process" when it was still in the drawer
  10. Client wasn't sure which Jorge is their Accountant
  11. Had a client ask for the paystub advance
  12. Received or worked on client info from a shoe box
  13. Had someone refuse to pay
  14. Client will pay based upon their return
  15. Completed a tax return for
  16. Got cussed out on the phone by a NON-client
  17. Had to fire a client
  18. Had a client ask for Dave or Scott
  19. Had to call JH support more than once on the same day
  20. Had a client ask if their W-2 was available to them online yet
  21. Had to explain the express refund advance to a client
  22. Had a client try to claim someone who was not a qualifying dependent
  23. Completed an estate return
  24. Asked for client's occupation and was told they were a dancer
  25. Client just wanted NASCAR Tickets
  26. Had a client ask about Piedmont Natural Gas stock
  27. Had to contact a client for missing data
  28. Had a client refuse to sign the CSA or engagement letter