Questionsabout returnAFTERclient signedClient sends5 or moreemails inone dayRushreturn soex doesn'tclaim kid"Is this new?"Aboutsomethingthat's definitelyNOT newClientcrying"Can I paywhen I getmyrefund?"Unopened"Importanttax docs"Amendreturn dueto omitteddocs"Seeyou nextyear"Non-clientcalling forfreeadvice3+statereturnsMFJ vsMFSexplanationrequired1099-K forpersonaltransactionsClientcomplainsaboutincrease inbill"I alreadygave thatto you""We've neverdone it thatway before"when wecertainly haveBroughtinfo in ashoe box"Mytaxes areeasy"Told clienttheir return is"in process"when it's stillin the folderTrying toclaim non-dependentClientprovidestime-sensitivenotice LATEFired aclientEx-clientcomesback"Where'smyrefund?"Client sendspictureinstead ofPDFRejectdue tomissing1095-ANo-show forappointment"I broughtmy stuff Xweeksago""It's anLLC" whenaskedentity typeClienttalkspoliticsQuestionsabout returnAFTERclient signedClient sends5 or moreemails inone dayRushreturn soex doesn'tclaim kid"Is this new?"Aboutsomethingthat's definitelyNOT newClientcrying"Can I paywhen I getmyrefund?"Unopened"Importanttax docs"Amendreturn dueto omitteddocs"Seeyou nextyear"Non-clientcalling forfreeadvice3+statereturnsMFJ vsMFSexplanationrequired1099-K forpersonaltransactionsClientcomplainsaboutincrease inbill"I alreadygave thatto you""We've neverdone it thatway before"when wecertainly haveBroughtinfo in ashoe box"Mytaxes areeasy"Told clienttheir return is"in process"when it's stillin the folderTrying toclaim non-dependentClientprovidestime-sensitivenotice LATEFired aclientEx-clientcomesback"Where'smyrefund?"Client sendspictureinstead ofPDFRejectdue tomissing1095-ANo-show forappointment"I broughtmy stuff Xweeksago""It's anLLC" whenaskedentity typeClienttalkspolitics

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
  1. Questions about return AFTER client signed
  2. Client sends 5 or more emails in one day
  3. Rush return so ex doesn't claim kid
  4. "Is this new?" About something that's definitely NOT new
  5. Client crying
  6. "Can I pay when I get my refund?"
  7. Unopened "Important tax docs"
  8. Amend return due to omitted docs
  9. "See you next year"
  10. Non-client calling for free advice
  11. 3+ state returns
  12. MFJ vs MFS explanation required
  13. 1099-K for personal transactions
  14. Client complains about increase in bill
  15. "I already gave that to you"
  16. "We've never done it that way before" when we certainly have
  17. Brought info in a shoe box
  18. "My taxes are easy"
  19. Told client their return is "in process" when it's still in the folder
  20. Trying to claim non-dependent
  21. Client provides time-sensitive notice LATE
  22. Fired a client
  23. Ex-client comes back
  24. "Where's my refund?"
  25. Client sends picture instead of PDF
  26. Reject due to missing 1095-A
  27. No-show for appointment
  28. "I brought my stuff X weeks ago"
  29. "It's an LLC" when asked entity type
  30. Client talks politics