You have torefute taxadvice aclient go froma "friend"Partner/Managertakes call onspeakerphonewith the dooropenHad tocontact aclient formissing dataClient asksabout auditrisk or costof extendingreturnDoublingyourbudget"Livingthedream!"12+StatesPosted ajournalentrybackwardsEmail fromMonicaremindingyou to postyour timeE-filerejectedTold a clienttheir return was"in process"when it was stillon the shelfYou hear apartnercurse out offrustrationReturn hasto bereprocessedStresseatingClient has fouror more 1099'sfrom the samebrokerage firmHave to contactJeff more thanonce in thesame day for ITissueMake a brandnewspreadsheet,spend 20 minbeaming at itDrinkingcoffee intheafternoonPTPsHad a client tryto claimsomeone whowas not aqualifyingdependentTax systemupdatechangesreturnClientprovides apaystubinstead of aW-2Can'tfollowown PYworkMass emailrequestingnotification whensomeone isdone usingremote desktopClientsells theirbusinessYou obtain anew clientbecausesomeonemessed upprior yearReprintBNAreports 5xSpend 2hourschasing lessthan $20Client didn'tpost prioryearadjustmentsLostclientfileClientuploads 10or moreJPEGS toemail/PortalRealizing youactuallyunderstand thereturn you'reworking onStrangerasks forfree taxadviceJustoverride/plugit"What didwe dolast year"Dreamingabouttaxes3+ peopletry tofigure outone return754step-upClient callsregardingthe status oftheir refundNew clienthasn't filedprior yearreturnCauseda printerjamGet told"You looktired"At leastI'm notsigningthisJustwaitingon a K-1!You have torefute taxadvice aclient go froma "friend"Partner/Managertakes call onspeakerphonewith the dooropenHad tocontact aclient formissing dataClient asksabout auditrisk or costof extendingreturnDoublingyourbudget"Livingthedream!"12+StatesPosted ajournalentrybackwardsEmail fromMonicaremindingyou to postyour timeE-filerejectedTold a clienttheir return was"in process"when it was stillon the shelfYou hear apartnercurse out offrustrationReturn hasto bereprocessedStresseatingClient has fouror more 1099'sfrom the samebrokerage firmHave to contactJeff more thanonce in thesame day for ITissueMake a brandnewspreadsheet,spend 20 minbeaming at itDrinkingcoffee intheafternoonPTPsHad a client tryto claimsomeone whowas not aqualifyingdependentTax systemupdatechangesreturnClientprovides apaystubinstead of aW-2Can'tfollowown PYworkMass emailrequestingnotification whensomeone isdone usingremote desktopClientsells theirbusinessYou obtain anew clientbecausesomeonemessed upprior yearReprintBNAreports 5xSpend 2hourschasing lessthan $20Client didn'tpost prioryearadjustmentsLostclientfileClientuploads 10or moreJPEGS toemail/PortalRealizing youactuallyunderstand thereturn you'reworking onStrangerasks forfree taxadviceJustoverride/plugit"What didwe dolast year"Dreamingabouttaxes3+ peopletry tofigure outone return754step-upClient callsregardingthe status oftheir refundNew clienthasn't filedprior yearreturnCauseda printerjamGet told"You looktired"At leastI'm notsigningthisJustwaitingon a K-1!

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