LostclientfileClient callsregardingthe status oftheir refundYou obtain anew clientbecausesomeonemessed upprior yearClient didn'tpost prioryearadjustmentsE-filerejectedHad a client tryto claimsomeone whowas not aqualifyingdependent3+ peopletry tofigure outone returnMake a brandnewspreadsheet,spend 20 minbeaming at itJustoverride/plugitPartner/Managertakes call onspeakerphonewith the dooropenNew clienthasn't filedprior yearreturnMass emailrequestingnotification whensomeone isdone usingremote desktopHave to contactJeff more thanonce in thesame day for ITissueDreamingabouttaxesClient asksabout auditrisk or costof extendingreturnDoublingyourbudgetClientprovides apaystubinstead of aW-2Had tocontact aclient formissing data12+StatesStrangerasks forfree taxadviceDrinkingcoffee intheafternoonClient has fouror more 1099'sfrom the samebrokerage firmClientsells theirbusinessPosted ajournalentrybackwards754step-upSpend 2hourschasing lessthan $20At leastI'm notsigningthisStresseatingYou have torefute taxadvice aclient go froma "friend"Email fromMonicaremindingyou to postyour time"What didwe dolast year"Justwaitingon a K-1!Return hasto bereprocessed"Livingthedream!"PTPsCauseda printerjamTold a clienttheir return was"in process"when it was stillon the shelfCan'tfollowown PYworkGet told"You looktired"ReprintBNAreports 5xYou hear apartnercurse out offrustrationClientuploads 10or moreJPEGS toemail/PortalRealizing youactuallyunderstand thereturn you'reworking onTax systemupdatechangesreturnLostclientfileClient callsregardingthe status oftheir refundYou obtain anew clientbecausesomeonemessed upprior yearClient didn'tpost prioryearadjustmentsE-filerejectedHad a client tryto claimsomeone whowas not aqualifyingdependent3+ peopletry tofigure outone returnMake a brandnewspreadsheet,spend 20 minbeaming at itJustoverride/plugitPartner/Managertakes call onspeakerphonewith the dooropenNew clienthasn't filedprior yearreturnMass emailrequestingnotification whensomeone isdone usingremote desktopHave to contactJeff more thanonce in thesame day for ITissueDreamingabouttaxesClient asksabout auditrisk or costof extendingreturnDoublingyourbudgetClientprovides apaystubinstead of aW-2Had tocontact aclient formissing data12+StatesStrangerasks forfree taxadviceDrinkingcoffee intheafternoonClient has fouror more 1099'sfrom the samebrokerage firmClientsells theirbusinessPosted ajournalentrybackwards754step-upSpend 2hourschasing lessthan $20At leastI'm notsigningthisStresseatingYou have torefute taxadvice aclient go froma "friend"Email fromMonicaremindingyou to postyour time"What didwe dolast year"Justwaitingon a K-1!Return hasto bereprocessed"Livingthedream!"PTPsCauseda printerjamTold a clienttheir return was"in process"when it was stillon the shelfCan'tfollowown PYworkGet told"You looktired"ReprintBNAreports 5xYou hear apartnercurse out offrustrationClientuploads 10or moreJPEGS toemail/PortalRealizing youactuallyunderstand thereturn you'reworking onTax systemupdatechangesreturn

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