(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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Had a client ask for Jim
Client sends 5 or more separate emails in one day
Client called because they could not figure out safe send to sign a document
Had to put a tax return on hold for missing 1095A
Client dropped off a 'suitcase' of source documents
Had someone upset with their bill
Client uploaded only page 1 of 15 of a 1099 document
Completed an Estate return
My last tax preparer said...
Had a client come to us because someone else messed up their prior year
Client did not sign engagement letter and had to ask again
Told a client that their return was "in process" when documents were still in inbox
My taxes are not that complicated
Had a client try to claim someone who was not a qualifying dependent
Got cussed out on the phone by a NON-client
Had a client ask for Trey
Had a client with a credit card issue
Client commented on the fish tank
I have a quick question
Completed a tax return for a Dog Wash
Client employee emailed or called because they did not get W2
Had to contact client about missing data
Completed a tax return including a farm
Had a clinet call multiple times in one day to ask about their refund check
