Clientsells theirbusinessMake a brandnewspreadsheet,spend 20 minbeaming at itPosted ajournalentrybackwardsClient has fouror more 1099'sfrom the samebrokerage firmHad tocontact aclient formissing dataClient callsregardingthe status oftheir refundHad a client tryto claimsomeone whowas not aqualifyingdependentTold a clienttheir return was"in process"when it was stillon the shelfClientprovides apaystubinstead of aW-2Email fromMonicaremindingyou to postyour time"Livingthedream!"Justoverride/plugitAt leastI'm notsigningthis3+ peopletry tofigure outone returnYou hear apartnercurse out offrustrationE-filerejectedGet told"You looktired"StresseatingSpend 2hourschasing lessthan $20Realizing youactuallyunderstand thereturn you'reworking onStrangerasks forfree taxadviceMass emailrequestingnotification whensomeone isdone usingremote desktopPartner/Managertakes call onspeakerphonewith the dooropenDreamingabouttaxesPTPsJustwaitingon a K-1!Can'tfollowown PYworkLostclientfileDrinkingcoffee intheafternoonCauseda printerjamClientuploads 10or moreJPEGS toemail/PortalYou obtain anew clientbecausesomeonemessed upprior yearDoublingyourbudgetReprintBNAreports 5x"What didwe dolast year"Return hasto bereprocessed754step-upHave to contactJeff more thanonce in thesame day for ITissueYou have torefute taxadvice aclient go froma "friend"12+StatesNew clienthasn't filedprior yearreturnTax systemupdatechangesreturnClient asksabout auditrisk or costof extendingreturnClient didn'tpost prioryearadjustmentsClientsells theirbusinessMake a brandnewspreadsheet,spend 20 minbeaming at itPosted ajournalentrybackwardsClient has fouror more 1099'sfrom the samebrokerage firmHad tocontact aclient formissing dataClient callsregardingthe status oftheir refundHad a client tryto claimsomeone whowas not aqualifyingdependentTold a clienttheir return was"in process"when it was stillon the shelfClientprovides apaystubinstead of aW-2Email fromMonicaremindingyou to postyour time"Livingthedream!"Justoverride/plugitAt leastI'm notsigningthis3+ peopletry tofigure outone returnYou hear apartnercurse out offrustrationE-filerejectedGet told"You looktired"StresseatingSpend 2hourschasing lessthan $20Realizing youactuallyunderstand thereturn you'reworking onStrangerasks forfree taxadviceMass emailrequestingnotification whensomeone isdone usingremote desktopPartner/Managertakes call onspeakerphonewith the dooropenDreamingabouttaxesPTPsJustwaitingon a K-1!Can'tfollowown PYworkLostclientfileDrinkingcoffee intheafternoonCauseda printerjamClientuploads 10or moreJPEGS toemail/PortalYou obtain anew clientbecausesomeonemessed upprior yearDoublingyourbudgetReprintBNAreports 5x"What didwe dolast year"Return hasto bereprocessed754step-upHave to contactJeff more thanonce in thesame day for ITissueYou have torefute taxadvice aclient go froma "friend"12+StatesNew clienthasn't filedprior yearreturnTax systemupdatechangesreturnClient asksabout auditrisk or costof extendingreturnClient didn'tpost prioryearadjustments

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