Client didn'tpost prioryearadjustments"Livingthedream!"Had tocontact aclient formissing dataLostclientfilePTPsPartner/Managertakes call onspeakerphonewith the dooropenE-filerejected12+StatesReturn hasto bereprocessedDrinkingcoffee intheafternoonHave to contactJeff more thanonce in thesame day for ITissueClientsells theirbusiness754step-upGet told"You looktired"DreamingabouttaxesClientuploads 10or moreJPEGS toemail/PortalClient asksabout auditrisk or costof extendingreturnClientprovides apaystubinstead of aW-2DoublingyourbudgetStresseatingCan'tfollowown PYworkAt leastI'm notsigningthisMass emailrequestingnotification whensomeone isdone usingremote desktopCauseda printerjam"What didwe dolast year"Email fromMonicaremindingyou to postyour timeRealizing youactuallyunderstand thereturn you'reworking onNew clienthasn't filedprior yearreturn3+ peopletry tofigure outone returnSpend 2hourschasing lessthan $20You have torefute taxadvice aclient go froma "friend"Justwaitingon a K-1!ReprintBNAreports 5xMake a brandnewspreadsheet,spend 20 minbeaming at itPosted ajournalentrybackwardsTold a clienttheir return was"in process"when it was stillon the shelfYou hear apartnercurse out offrustrationJustoverride/plugitYou obtain anew clientbecausesomeonemessed upprior yearClient callsregardingthe status oftheir refundTax systemupdatechangesreturnClient has fouror more 1099'sfrom the samebrokerage firmHad a client tryto claimsomeone whowas not aqualifyingdependentStrangerasks forfree taxadviceClient didn'tpost prioryearadjustments"Livingthedream!"Had tocontact aclient formissing dataLostclientfilePTPsPartner/Managertakes call onspeakerphonewith the dooropenE-filerejected12+StatesReturn hasto bereprocessedDrinkingcoffee intheafternoonHave to contactJeff more thanonce in thesame day for ITissueClientsells theirbusiness754step-upGet told"You looktired"DreamingabouttaxesClientuploads 10or moreJPEGS toemail/PortalClient asksabout auditrisk or costof extendingreturnClientprovides apaystubinstead of aW-2DoublingyourbudgetStresseatingCan'tfollowown PYworkAt leastI'm notsigningthisMass emailrequestingnotification whensomeone isdone usingremote desktopCauseda printerjam"What didwe dolast year"Email fromMonicaremindingyou to postyour timeRealizing youactuallyunderstand thereturn you'reworking onNew clienthasn't filedprior yearreturn3+ peopletry tofigure outone returnSpend 2hourschasing lessthan $20You have torefute taxadvice aclient go froma "friend"Justwaitingon a K-1!ReprintBNAreports 5xMake a brandnewspreadsheet,spend 20 minbeaming at itPosted ajournalentrybackwardsTold a clienttheir return was"in process"when it was stillon the shelfYou hear apartnercurse out offrustrationJustoverride/plugitYou obtain anew clientbecausesomeonemessed upprior yearClient callsregardingthe status oftheir refundTax systemupdatechangesreturnClient has fouror more 1099'sfrom the samebrokerage firmHad a client tryto claimsomeone whowas not aqualifyingdependentStrangerasks forfree taxadvice

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