Strangerasks forfree taxadviceMake a brandnewspreadsheet,spend 20 minbeaming at itYou hear apartnercurse out offrustrationClientprovides apaystubinstead of aW-2New clienthasn't filedprior yearreturn12+StatesJustoverride/plugitSpend 2hourschasing lessthan $20"Livingthedream!"3+ peopletry tofigure outone returnPTPsClient didn'tpost prioryearadjustmentsRealizing youactuallyunderstand thereturn you'reworking onMass emailrequestingnotification whensomeone isdone usingremote desktopClient asksabout auditrisk or costof extendingreturnClientsells theirbusinessStresseatingClient has fouror more 1099'sfrom the samebrokerage firmClientuploads 10or moreJPEGS toemail/PortalYou obtain anew clientbecausesomeonemessed upprior yearTax systemupdatechangesreturnPosted ajournalentrybackwards"What didwe dolast year"You have torefute taxadvice aclient go froma "friend"Can'tfollowown PYworkHave to contactJeff more thanonce in thesame day for ITissue754step-upReprintBNAreports 5xE-filerejectedAt leastI'm notsigningthisEmail fromMonicaremindingyou to postyour timeDreamingabouttaxesHad tocontact aclient formissing dataPartner/Managertakes call onspeakerphonewith the dooropenLostclientfileHad a client tryto claimsomeone whowas not aqualifyingdependentCauseda printerjamTold a clienttheir return was"in process"when it was stillon the shelfJustwaitingon a K-1!Drinkingcoffee intheafternoonGet told"You looktired"Client callsregardingthe status oftheir refundDoublingyourbudgetReturn hasto bereprocessedStrangerasks forfree taxadviceMake a brandnewspreadsheet,spend 20 minbeaming at itYou hear apartnercurse out offrustrationClientprovides apaystubinstead of aW-2New clienthasn't filedprior yearreturn12+StatesJustoverride/plugitSpend 2hourschasing lessthan $20"Livingthedream!"3+ peopletry tofigure outone returnPTPsClient didn'tpost prioryearadjustmentsRealizing youactuallyunderstand thereturn you'reworking onMass emailrequestingnotification whensomeone isdone usingremote desktopClient asksabout auditrisk or costof extendingreturnClientsells theirbusinessStresseatingClient has fouror more 1099'sfrom the samebrokerage firmClientuploads 10or moreJPEGS toemail/PortalYou obtain anew clientbecausesomeonemessed upprior yearTax systemupdatechangesreturnPosted ajournalentrybackwards"What didwe dolast year"You have torefute taxadvice aclient go froma "friend"Can'tfollowown PYworkHave to contactJeff more thanonce in thesame day for ITissue754step-upReprintBNAreports 5xE-filerejectedAt leastI'm notsigningthisEmail fromMonicaremindingyou to postyour timeDreamingabouttaxesHad tocontact aclient formissing dataPartner/Managertakes call onspeakerphonewith the dooropenLostclientfileHad a client tryto claimsomeone whowas not aqualifyingdependentCauseda printerjamTold a clienttheir return was"in process"when it was stillon the shelfJustwaitingon a K-1!Drinkingcoffee intheafternoonGet told"You looktired"Client callsregardingthe status oftheir refundDoublingyourbudgetReturn hasto bereprocessed

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