ForeigncountrymedicalexpensesTold a clientthat their returnwas "inprocess" whenit hasn't beenstartedMarijuanaonmedicalreceiptsClientgoes onvacation inearly AprilHad a client callmultiple timesin one day toask about theirrefund check"I've doneit this wayfor years"Softwarecrashes"Mybuddysaid..."Crying12+hourday"My lasttaxpreparersaid...""Do youreallyneedthat?"Client didn'tknow theyneeded alog bookCompleteda tax returnincluding afarmGotcussed outby a NON-clientSomeoneelse'sslips inclients fileClientsends youa pictureof their petClient tellsyou theirpoliticsBotox onmedicalreceipts"Can youreview whatI did inTurbo Tax?"Client hasCryptocurrencyMorethan 200T5008'sCompletedan estatereturn"heybuddy!"Had a clientask if theycould paywhen they gettheir refundClientprovidestimesensitivenotice lateClientprovides onlyone side oftwo-sideddocumentsHad tofire aclientClient hasquestionsafter returnis filed.Unopened"importanttaxdocuments"mailClient sends5 or moreemails in adaySelf-preparedprior yearreturn is adisasterClientprovidesreceipts in agarbage bagHad to callCRA morethan once onthe sameday"My taxesare not thatcomplicated"Prioraccountantdied/retiredWork ontheweekendMarital statusinformationdoes notmatch on thespousesClient"found" slipsafter filingthat were noton the returnHad aclient askfor themanagerHad a client tryto claimsomeone whowas not aqualifyingdependentYou are told"they arereally nicepeople"Had a clientcome to usbecausesomeone elsemessed up aprior year returnForeigncountrymedicalexpensesTold a clientthat their returnwas "inprocess" whenit hasn't beenstartedMarijuanaonmedicalreceiptsClientgoes onvacation inearly AprilHad a client callmultiple timesin one day toask about theirrefund check"I've doneit this wayfor years"Softwarecrashes"Mybuddysaid..."Crying12+hourday"My lasttaxpreparersaid...""Do youreallyneedthat?"Client didn'tknow theyneeded alog bookCompleteda tax returnincluding afarmGotcussed outby a NON-clientSomeoneelse'sslips inclients fileClientsends youa pictureof their petClient tellsyou theirpoliticsBotox onmedicalreceipts"Can youreview whatI did inTurbo Tax?"Client hasCryptocurrencyMorethan 200T5008'sCompletedan estatereturn"heybuddy!"Had a clientask if theycould paywhen they gettheir refundClientprovidestimesensitivenotice lateClientprovides onlyone side oftwo-sideddocumentsHad tofire aclientClient hasquestionsafter returnis filed.Unopened"importanttaxdocuments"mailClient sends5 or moreemails in adaySelf-preparedprior yearreturn is adisasterClientprovidesreceipts in agarbage bagHad to callCRA morethan once onthe sameday"My taxesare not thatcomplicated"Prioraccountantdied/retiredWork ontheweekendMarital statusinformationdoes notmatch on thespousesClient"found" slipsafter filingthat were noton the returnHad aclient askfor themanagerHad a client tryto claimsomeone whowas not aqualifyingdependentYou are told"they arereally nicepeople"Had a clientcome to usbecausesomeone elsemessed up aprior year return

Tax Season Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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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E
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E
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T
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T
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A
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T
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A
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T
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S
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X
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A
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E
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A
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A
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A
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S
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E
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X
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X
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E
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T
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S
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E
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E
  1. E-Foreign country medical expenses
  2. S-Told a client that their return was "in process" when it hasn't been started
  3. X-Marijuana on medical receipts
  4. E-Client goes on vacation in early April
  5. T-Had a client call multiple times in one day to ask about their refund check
  6. T-"I've done it this way for years"
  7. T-Software crashes
  8. A-"My buddy said..."
  9. T-Crying
  10. A-12+ hour day
  11. T-"My last tax preparer said..."
  12. A-"Do you really need that?"
  13. T-Client didn't know they needed a log book
  14. S-Completed a tax return including a farm
  15. X-Got cussed out by a NON-client
  16. A-Someone else's slips in clients file
  17. E-Client sends you a picture of their pet
  18. A-Client tells you their politics
  19. A-Botox on medical receipts
  20. A-"Can you review what I did in Turbo Tax?"
  21. S-Client has Cryptocurrency
  22. E-More than 200 T5008's
  23. X-Completed an estate return
  24. X-"hey buddy!"
  25. E-Had a client ask if they could pay when they get their refund
  26. T-Client provides time sensitive notice late
  27. A-Client provides only one side of two-sided documents
  28. S-Had to fire a client
  29. E-Client has questions after return is filed.
  30. X-Unopened "important tax documents" mail
  31. S-Client sends 5 or more emails in a day
  32. X-Self-prepared prior year return is a disaster
  33. T-Client provides receipts in a garbage bag
  34. S-Had to call CRA more than once on the same day
  35. X-"My taxes are not that complicated"
  36. A-Prior accountant died/ retired
  37. T-Work on the weekend
  38. S-Marital status information does not match on the spouses
  39. E-Client "found" slips after filing that were not on the return
  40. X-Had a client ask for the manager
  41. E-Had a client try to claim someone who was not a qualifying dependent
  42. S-You are told "they are really nice people"
  43. E-Had a client come to us because someone else messed up a prior year return