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