Posted ajournalentrybackwardsHad a client tryto claimsomeone whowas not aqualifyingdependent754step-upPartner/Managertakes call onspeakerphonewith the dooropenClient asksabout auditrisk or costof extendingreturnPTPsLostclientfileYou have torefute taxadvice aclient go froma "friend"DoublingyourbudgetGet told"You looktired"Spend 2hourschasing lessthan $20Realizing youactuallyunderstand thereturn you'reworking onNew clienthasn't filedprior yearreturnReprintBNAreports 5xStresseatingMake a brandnewspreadsheet,spend 20 minbeaming at it"What didwe dolast year"You hear apartnercurse out offrustration"Livingthedream!"Can'tfollowown PYworkDreamingabouttaxesEmail fromMonicaremindingyou to postyour timeDrinkingcoffee intheafternoonClientsells theirbusinessJustwaitingon a K-1!Client has fouror more 1099'sfrom the samebrokerage firm12+StatesHave to contactJeff more thanonce in thesame day for ITissueYou obtain anew clientbecausesomeonemessed upprior yearCauseda printerjam3+ peopletry tofigure outone returnE-filerejectedStrangerasks forfree taxadviceClientprovides apaystubinstead of aW-2Return hasto bereprocessedMass emailrequestingnotification whensomeone isdone usingremote desktopAt leastI'm notsigningthisTold a clienttheir return was"in process"when it was stillon the shelfJustoverride/plugitClient didn'tpost prioryearadjustmentsHad tocontact aclient formissing dataClient callsregardingthe status oftheir refundClientuploads 10or moreJPEGS toemail/PortalTax systemupdatechangesreturnPosted ajournalentrybackwardsHad a client tryto claimsomeone whowas not aqualifyingdependent754step-upPartner/Managertakes call onspeakerphonewith the dooropenClient asksabout auditrisk or costof extendingreturnPTPsLostclientfileYou have torefute taxadvice aclient go froma "friend"DoublingyourbudgetGet told"You looktired"Spend 2hourschasing lessthan $20Realizing youactuallyunderstand thereturn you'reworking onNew clienthasn't filedprior yearreturnReprintBNAreports 5xStresseatingMake a brandnewspreadsheet,spend 20 minbeaming at it"What didwe dolast year"You hear apartnercurse out offrustration"Livingthedream!"Can'tfollowown PYworkDreamingabouttaxesEmail fromMonicaremindingyou to postyour timeDrinkingcoffee intheafternoonClientsells theirbusinessJustwaitingon a K-1!Client has fouror more 1099'sfrom the samebrokerage firm12+StatesHave to contactJeff more thanonce in thesame day for ITissueYou obtain anew clientbecausesomeonemessed upprior yearCauseda printerjam3+ peopletry tofigure outone returnE-filerejectedStrangerasks forfree taxadviceClientprovides apaystubinstead of aW-2Return hasto bereprocessedMass emailrequestingnotification whensomeone isdone usingremote desktopAt leastI'm notsigningthisTold a clienttheir return was"in process"when it was stillon the shelfJustoverride/plugitClient didn'tpost prioryearadjustmentsHad tocontact aclient formissing dataClient callsregardingthe status oftheir refundClientuploads 10or moreJPEGS toemail/PortalTax 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. Posted a journal entry backwards
  2. Had a client try to claim someone who was not a qualifying dependent
  3. 754 step-up
  4. Partner/Manager takes call on speakerphone with the door open
  5. Client asks about audit risk or cost of extending return
  6. PTPs
  7. Lost client file
  8. You have to refute tax advice a client go from a "friend"
  9. Doubling your budget
  10. Get told "You look tired"
  11. Spend 2 hours chasing less than $20
  12. Realizing you actually understand the return you're working on
  13. New client hasn't filed prior year return
  14. Reprint BNA reports 5x
  15. Stress eating
  16. Make a brand new spreadsheet, spend 20 min beaming at it
  17. "What did we do last year"
  18. You hear a partner curse out of frustration
  19. "Living the dream!"
  20. Can't follow own PY work
  21. Dreaming about taxes
  22. Email from Monica reminding you to post your time
  23. Drinking coffee in the afternoon
  24. Client sells their business
  25. Just waiting on a K-1!
  26. Client has four or more 1099's from the same brokerage firm
  27. 12+ States
  28. Have to contact Jeff more than once in the same day for IT issue
  29. You obtain a new client because someone messed up prior year
  30. Caused a printer jam
  31. 3+ people try to figure out one return
  32. E-file rejected
  33. Stranger asks for free tax advice
  34. Client provides a paystub instead of a W-2
  35. Return has to be reprocessed
  36. Mass email requesting notification when someone is done using remote desktop
  37. At least I'm not signing this
  38. Told a client their return was "in process" when it was still on the shelf
  39. Just override/plug it
  40. Client didn't post prior year adjustments
  41. Had to contact a client for missing data
  42. Client calls regarding the status of their refund
  43. Client uploads 10 or more JPEGS to email/Portal
  44. Tax system update changes return