Clientprovides apaystubinstead of aW-2Clientuploads 10or moreJPEGS toemail/PortalStresseatingPosted ajournalentrybackwardsReturn hasto bereprocessedClient has fouror more 1099'sfrom the samebrokerage firmPTPs754step-upRealizing youactuallyunderstand thereturn you'reworking onAt leastI'm notsigningthisHad a client tryto claimsomeone whowas not aqualifyingdependentCauseda printerjamHave to contactJeff more thanonce in thesame day for ITissueDoublingyourbudget3+ peopletry tofigure outone returnMass emailrequestingnotification whensomeone isdone usingremote desktopYou have torefute taxadvice aclient go froma "friend"Email fromMonicaremindingyou to postyour time"Livingthedream!"Make a brandnewspreadsheet,spend 20 minbeaming at itReprintBNAreports 5xHad tocontact aclient formissing dataClient callsregardingthe status oftheir refundYou obtain anew clientbecausesomeonemessed upprior yearGet told"You looktired"Spend 2hourschasing lessthan $20Told a clienttheir return was"in process"when it was stillon the shelfLostclientfileClient didn'tpost prioryearadjustmentsTax systemupdatechangesreturnCan'tfollowown PYworkClient asksabout auditrisk or costof extendingreturnJustwaitingon a K-1!"What didwe dolast year"12+StatesDreamingabouttaxesNew clienthasn't filedprior yearreturnPartner/Managertakes call onspeakerphonewith the dooropenStrangerasks forfree taxadviceE-filerejectedClientsells theirbusinessDrinkingcoffee intheafternoonYou hear apartnercurse out offrustrationJustoverride/plugitClientprovides apaystubinstead of aW-2Clientuploads 10or moreJPEGS toemail/PortalStresseatingPosted ajournalentrybackwardsReturn hasto bereprocessedClient has fouror more 1099'sfrom the samebrokerage firmPTPs754step-upRealizing youactuallyunderstand thereturn you'reworking onAt leastI'm notsigningthisHad a client tryto claimsomeone whowas not aqualifyingdependentCauseda printerjamHave to contactJeff more thanonce in thesame day for ITissueDoublingyourbudget3+ peopletry tofigure outone returnMass emailrequestingnotification whensomeone isdone usingremote desktopYou have torefute taxadvice aclient go froma "friend"Email fromMonicaremindingyou to postyour time"Livingthedream!"Make a brandnewspreadsheet,spend 20 minbeaming at itReprintBNAreports 5xHad tocontact aclient formissing dataClient callsregardingthe status oftheir refundYou obtain anew clientbecausesomeonemessed upprior yearGet told"You looktired"Spend 2hourschasing lessthan $20Told a clienttheir return was"in process"when it was stillon the shelfLostclientfileClient didn'tpost prioryearadjustmentsTax systemupdatechangesreturnCan'tfollowown PYworkClient asksabout auditrisk or costof extendingreturnJustwaitingon a K-1!"What didwe dolast year"12+StatesDreamingabouttaxesNew clienthasn't filedprior yearreturnPartner/Managertakes call onspeakerphonewith the dooropenStrangerasks forfree taxadviceE-filerejectedClientsells theirbusinessDrinkingcoffee intheafternoonYou hear apartnercurse out offrustrationJustoverride/plugit

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