StresseatingClient callsregardingthe status oftheir refundClientuploads 10or moreJPEGS toemail/PortalPTPsGet told"You looktired"You obtain anew clientbecausesomeonemessed upprior yearSpend 2hourschasing lessthan $20ReprintBNAreports 5x"What didwe dolast year"Strangerasks forfree taxadviceDoublingyourbudgetClientprovides apaystubinstead of aW-2DreamingabouttaxesLostclientfileClient has fouror more 1099'sfrom the samebrokerage firmNew clienthasn't filedprior yearreturnTax systemupdatechangesreturnDrinkingcoffee intheafternoonClient asksabout auditrisk or costof extendingreturnMass emailrequestingnotification whensomeone isdone usingremote desktopE-filerejectedHad tocontact aclient formissing dataEmail fromMonicaremindingyou to postyour timeRealizing youactuallyunderstand thereturn you'reworking on754step-up12+StatesCauseda printerjam3+ peopletry tofigure outone returnCan'tfollowown PYworkPartner/Managertakes call onspeakerphonewith the dooropenMake a brandnewspreadsheet,spend 20 minbeaming at itPosted ajournalentrybackwardsHad a client tryto claimsomeone whowas not aqualifyingdependentHave to contactJeff more thanonce in thesame day for ITissueJustoverride/plugitTold a clienttheir return was"in process"when it was stillon the shelfClientsells theirbusinessReturn hasto bereprocessedJustwaitingon a K-1!At leastI'm notsigningthis"Livingthedream!"You have torefute taxadvice aclient go froma "friend"Client didn'tpost prioryearadjustmentsYou hear apartnercurse out offrustrationStresseatingClient callsregardingthe status oftheir refundClientuploads 10or moreJPEGS toemail/PortalPTPsGet told"You looktired"You obtain anew clientbecausesomeonemessed upprior yearSpend 2hourschasing lessthan $20ReprintBNAreports 5x"What didwe dolast year"Strangerasks forfree taxadviceDoublingyourbudgetClientprovides apaystubinstead of aW-2DreamingabouttaxesLostclientfileClient has fouror more 1099'sfrom the samebrokerage firmNew clienthasn't filedprior yearreturnTax systemupdatechangesreturnDrinkingcoffee intheafternoonClient asksabout auditrisk or costof extendingreturnMass emailrequestingnotification whensomeone isdone usingremote desktopE-filerejectedHad tocontact aclient formissing dataEmail fromMonicaremindingyou to postyour timeRealizing youactuallyunderstand thereturn you'reworking on754step-up12+StatesCauseda printerjam3+ peopletry tofigure outone returnCan'tfollowown PYworkPartner/Managertakes call onspeakerphonewith the dooropenMake a brandnewspreadsheet,spend 20 minbeaming at itPosted ajournalentrybackwardsHad a client tryto claimsomeone whowas not aqualifyingdependentHave to contactJeff more thanonce in thesame day for ITissueJustoverride/plugitTold a clienttheir return was"in process"when it was stillon the shelfClientsells theirbusinessReturn hasto bereprocessedJustwaitingon a K-1!At leastI'm notsigningthis"Livingthedream!"You have torefute taxadvice aclient go froma "friend"Client didn'tpost prioryearadjustmentsYou hear apartnercurse out offrustration

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. Stress eating
  2. Client calls regarding the status of their refund
  3. Client uploads 10 or more JPEGS to email/Portal
  4. PTPs
  5. Get told "You look tired"
  6. You obtain a new client because someone messed up prior year
  7. Spend 2 hours chasing less than $20
  8. Reprint BNA reports 5x
  9. "What did we do last year"
  10. Stranger asks for free tax advice
  11. Doubling your budget
  12. Client provides a paystub instead of a W-2
  13. Dreaming about taxes
  14. Lost client file
  15. Client has four or more 1099's from the same brokerage firm
  16. New client hasn't filed prior year return
  17. Tax system update changes return
  18. Drinking coffee in the afternoon
  19. Client asks about audit risk or cost of extending return
  20. Mass email requesting notification when someone is done using remote desktop
  21. E-file rejected
  22. Had to contact a client for missing data
  23. Email from Monica reminding you to post your time
  24. Realizing you actually understand the return you're working on
  25. 754 step-up
  26. 12+ States
  27. Caused a printer jam
  28. 3+ people try to figure out one return
  29. Can't follow own PY work
  30. Partner/Manager takes call on speakerphone with the door open
  31. Make a brand new spreadsheet, spend 20 min beaming at it
  32. Posted a journal entry backwards
  33. Had a client try to claim someone who was not a qualifying dependent
  34. Have to contact Jeff more than once in the same day for IT issue
  35. Just override/plug it
  36. Told a client their return was "in process" when it was still on the shelf
  37. Client sells their business
  38. Return has to be reprocessed
  39. Just waiting on a K-1!
  40. At least I'm not signing this
  41. "Living the dream!"
  42. You have to refute tax advice a client go from a "friend"
  43. Client didn't post prior year adjustments
  44. You hear a partner curse out of frustration