Had a clientask if their W-2was availableto them onlineyetHad to callJH supportmore thanonce on thesame dayHad a clientask if theycould paywhen they gettheir refundHad tofire aclientHad a client callmultiple timesin one day toask about theirrefund checkGot cussedout on thephone by aNON-clientReceivedor worked onclient infofrom a shoeboxHad aclient askfor Daveor ScottHadsomeonerefuse topayHad a client cometo us becausesomeone elsemessed up a prioryear returnHad aclient askfor themanagerClient willpay basedupon theirreturnHad a clientask for thepaystubadvanceHad to explainthe expressrefundadvance to aclientAsked forclient'soccupation andwas told theywere a dancerCompleteda taxreturnClient wasn'tsure whichJorge is theirAccountantHad a clientrefuse to signthe CSA orengagementletterHad a clientcall sayingIRS calledthem for $5kHad tocontact aclient formissing dataClient didn'tsignEngagementLetter becausethey filed singleHad a client tryto claimsomeone whowas not aqualifyingdependentCompletedan estatereturnHad a clientask aboutPiedmontNatural GasstockClient justwantedNASCARTicketsHad to put atax return onhold formissing1095-ATold a clientthat their returnwas "inprocess" whenit was still in thedrawerCompleteda taxreturn forHad a clientask if their W-2was availableto them onlineyetHad to callJH supportmore thanonce on thesame dayHad a clientask if theycould paywhen they gettheir refundHad tofire aclientHad a client callmultiple timesin one day toask about theirrefund checkGot cussedout on thephone by aNON-clientReceivedor worked onclient infofrom a shoeboxHad aclient askfor Daveor ScottHadsomeonerefuse topayHad a client cometo us becausesomeone elsemessed up a prioryear returnHad aclient askfor themanagerClient willpay basedupon theirreturnHad a clientask for thepaystubadvanceHad to explainthe expressrefundadvance to aclientAsked forclient'soccupation andwas told theywere a dancerCompleteda taxreturnClient wasn'tsure whichJorge is theirAccountantHad a clientrefuse to signthe CSA orengagementletterHad a clientcall sayingIRS calledthem for $5kHad tocontact aclient formissing dataClient didn'tsignEngagementLetter becausethey filed singleHad a client tryto claimsomeone whowas not aqualifyingdependentCompletedan estatereturnHad a clientask aboutPiedmontNatural GasstockClient justwantedNASCARTicketsHad to put atax return onhold formissing1095-ATold a clientthat their returnwas "inprocess" whenit was still in thedrawerCompleteda taxreturn for

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