Client grabs ahandful of candybefore leavingoffice afterdropping off theirpaper documentsClient onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesWe send an emailto a client askingfor 5 or more itemsand they resolveall questions in 1email!Client providesalldocumentationin initialsubmission! Noquestions!"Thatshould beeverything"--it isn'tClient responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadClient foundmoredeductionsafter returnis finishedWe complete400 taxreturns by4/15Client sends5 or moreseparateemails inone dayWhy aremy taxesso high?You tell ajoke at theMonday9am callPlease belogged out ofremoteby___for anupdate...I did someresearch (orsaw online)that Icould.....Client sends andunreadablepicture of adocument and wehave to request anew copyMyfriend/neighbor/familymember told me..."I alreadysent that"--theydidn'tFriend (not aclient) asksyou foradvice ontheir taxesComplimentfrom a clientfor yourexpertise/hardworkThree ormore of usmatchedshirt color onthe 9am callWe complete250 taxreturns by3/15You hearTrey say a"cuss"wordClientprovides oneside of atwo-sideddocumentClientshared thewrong yeartaxdocumentsClient says"I heard Ishould beand S-corp"Client grabs ahandful of candybefore leavingoffice afterdropping off theirpaper documentsClient onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesWe send an emailto a client askingfor 5 or more itemsand they resolveall questions in 1email!Client providesalldocumentationin initialsubmission! Noquestions!"Thatshould beeverything"--it isn'tClient responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadClient foundmoredeductionsafter returnis finishedWe complete400 taxreturns by4/15Client sends5 or moreseparateemails inone dayWhy aremy taxesso high?You tell ajoke at theMonday9am callPlease belogged out ofremoteby___for anupdate...I did someresearch (orsaw online)that Icould.....Client sends andunreadablepicture of adocument and wehave to request anew copyMyfriend/neighbor/familymember told me..."I alreadysent that"--theydidn'tFriend (not aclient) asksyou foradvice ontheir taxesComplimentfrom a clientfor yourexpertise/hardworkThree ormore of usmatchedshirt color onthe 9am callWe complete250 taxreturns by3/15You hearTrey say a"cuss"wordClientprovides oneside of atwo-sideddocumentClientshared thewrong yeartaxdocumentsClient says"I heard Ishould beand S-corp"

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.


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