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