"I alreadysentthat"....theydidn'tClient says"I heard Ishould bean S-corp"Client onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesClient sends anunreadablepicture of adocument and wehave to requestnew copyWe complete250 taxreturns by3/15Client responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadFree!Friend(non-client) asksyou foradvice ontheir taxesClient grabshandful of candybefore leavingoffice afterdropping off theirpaper documentsWhy aremy taxesso high?You hearTrey say a"cuss"wordPlease belogged out ofremoteby___for anupdate.I did someresearch (orsaw online)that Icould....Myfriend/neighbor/familymember told meThree ormore of usmatchedshirt color on9am callClientprovides oneside of a twosideddocumentReceived acomplimentfrom a client foryourexpertise/hardwork"That shouldbeeverything"....itisn'tClientsharedwrong yeartaxdocumentsYou tell ajoke on theMonday9am callClient providesalldocumentationin initialsubmission! Noquestions!Client foundmoredeductionsafter returnis finishedWe send emailto client askingfor 5 or moreitems and theyresolve all ?'s inONE email!Client sends5 or moreseparateemails inone dayWe complete400 taxreturns by4/15"I alreadysentthat"....theydidn'tClient says"I heard Ishould bean S-corp"Client onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesClient sends anunreadablepicture of adocument and wehave to requestnew copyWe complete250 taxreturns by3/15Client responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadFree!Friend(non-client) asksyou foradvice ontheir taxesClient grabshandful of candybefore leavingoffice afterdropping off theirpaper documentsWhy aremy taxesso high?You hearTrey say a"cuss"wordPlease belogged out ofremoteby___for anupdate.I did someresearch (orsaw online)that Icould....Myfriend/neighbor/familymember told meThree ormore of usmatchedshirt color on9am callClientprovides oneside of a twosideddocumentReceived acomplimentfrom a client foryourexpertise/hardwork"That shouldbeeverything"....itisn'tClientsharedwrong yeartaxdocumentsYou tell ajoke on theMonday9am callClient providesalldocumentationin initialsubmission! Noquestions!Client foundmoredeductionsafter returnis finishedWe send emailto client askingfor 5 or moreitems and theyresolve all ?'s inONE email!Client sends5 or moreseparateemails inone dayWe complete400 taxreturns by4/15

Tax Season - 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
  1. "I already sent that"....they didn't
  2. Client says "I heard I should be an S-corp"
  3. Client only provides 1-2 pages of a document and we need to request the rest of the pages
  4. Client sends an unreadable picture of a document and we have to request new copy
  5. We complete 250 tax returns by 3/15
  6. Client responds "give me the maximum" when responding to question on how much charity they had
  7. Free!
  8. Friend(non-client) asks you for advice on their taxes
  9. Client grabs handful of candy before leaving office after dropping off their paper documents
  10. Why are my taxes so high?
  11. You hear Trey say a "cuss" word
  12. Please be logged out of remote by___for an update.
  13. I did some research (or saw online) that I could....
  14. My friend/neighbor/family member told me
  15. Three or more of us matched shirt color on 9am call
  16. Client provides one side of a two sided document
  17. Received a compliment from a client for your expertise/hard work
  18. "That should be everything"....it isn't
  19. Client shared wrong year tax documents
  20. You tell a joke on the Monday 9am call
  21. Client provides all documentation in initial submission! No questions!
  22. Client found more deductions after return is finished
  23. We send email to client asking for 5 or more items and they resolve all ?'s in ONE email!
  24. Client sends 5 or more separate emails in one day
  25. We complete 400 tax returns by 4/15