Marital statusinformationdoes notmatch on thespouses"heybuddy!"12+hourdayClient sends5 or moreemails in adayMorethan 200T5008'sHad aclient askfor themanagerMarijuanaonmedicalreceipts"My lasttaxpreparersaid...""Do youreallyneedthat?""Can youreview whatI did inTurbo Tax?"You are told"they arereally nicepeople"Client hasCryptocurrencySoftwarecrashesPrioraccountantdied/retiredHad a clientask if theycould paywhen they gettheir refundBotox onmedicalreceiptsForeigncountrymedicalexpensesClient didn'tknow theyneeded alog bookHad a clientcome to usbecausesomeone elsemessed up aprior year returnClient"found" slipsafter filingthat were noton the returnClientprovidesreceipts in agarbage bagHad to callCRA morethan once onthe samedayTold a clientthat their returnwas "inprocess" whenit hasn't beenstartedSomeoneelse'sslips inclients file"Mybuddysaid..."Client tellsyou theirpoliticsUnopened"importanttaxdocuments"mailClientsends youa pictureof their pet"My taxesare not thatcomplicated"Clientprovidestimesensitivenotice lateSelf-preparedprior yearreturn is adisasterHad a client callmultiple timesin one day toask about theirrefund checkClientgoes onvacation inearly AprilWork ontheweekendHad tofire aclientClientprovides onlyone side oftwo-sideddocumentsKid's T4in parentsfileCompleteda tax returnincluding afarm"I've doneit this wayfor years"CryingHad a client tryto claimsomeone whowas not aqualifyingdependentGotcussed outby a NON-clientCompletedan estatereturnClient hasquestionsafter returnis filed.Marital statusinformationdoes notmatch on thespouses"heybuddy!"12+hourdayClient sends5 or moreemails in adayMorethan 200T5008'sHad aclient askfor themanagerMarijuanaonmedicalreceipts"My lasttaxpreparersaid...""Do youreallyneedthat?""Can youreview whatI did inTurbo Tax?"You are told"they arereally nicepeople"Client hasCryptocurrencySoftwarecrashesPrioraccountantdied/retiredHad a clientask if theycould paywhen they gettheir refundBotox onmedicalreceiptsForeigncountrymedicalexpensesClient didn'tknow theyneeded alog bookHad a clientcome to usbecausesomeone elsemessed up aprior year returnClient"found" slipsafter filingthat were noton the returnClientprovidesreceipts in agarbage bagHad to callCRA morethan once onthe samedayTold a clientthat their returnwas "inprocess" whenit hasn't beenstartedSomeoneelse'sslips inclients file"Mybuddysaid..."Client tellsyou theirpoliticsUnopened"importanttaxdocuments"mailClientsends youa pictureof their pet"My taxesare not thatcomplicated"Clientprovidestimesensitivenotice lateSelf-preparedprior yearreturn is adisasterHad a client callmultiple timesin one day toask about theirrefund checkClientgoes onvacation inearly AprilWork ontheweekendHad tofire aclientClientprovides onlyone side oftwo-sideddocumentsKid's T4in parentsfileCompleteda tax returnincluding afarm"I've doneit this wayfor years"CryingHad a client tryto claimsomeone whowas not aqualifyingdependentGotcussed outby a NON-clientCompletedan estatereturnClient hasquestionsafter returnis filed.

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.


1
S
2
X
3
A
4
S
5
E
6
X
7
X
8
T
9
A
10
A
11
S
12
S
13
T
14
A
15
E
16
A
17
E
18
T
19
E
20
E
21
T
22
S
23
S
24
A
25
A
26
A
27
X
28
E
29
X
30
T
31
X
32
T
33
E
34
T
35
S
36
A
37
S
38
S
39
T
40
T
41
E
42
X
43
X
44
E
  1. S-Marital status information does not match on the spouses
  2. X-"hey buddy!"
  3. A-12+ hour day
  4. S-Client sends 5 or more emails in a day
  5. E-More than 200 T5008's
  6. X-Had a client ask for the manager
  7. X-Marijuana on medical receipts
  8. T-"My last tax preparer said..."
  9. A-"Do you really need that?"
  10. A-"Can you review what I did in Turbo Tax?"
  11. S-You are told "they are really nice people"
  12. S-Client has Cryptocurrency
  13. T-Software crashes
  14. A-Prior accountant died/ retired
  15. E-Had a client ask if they could pay when they get their refund
  16. A-Botox on medical receipts
  17. E-Foreign country medical expenses
  18. T-Client didn't know they needed a log book
  19. E-Had a client come to us because someone else messed up a prior year return
  20. E-Client "found" slips after filing that were not on the return
  21. T-Client provides receipts in a garbage bag
  22. S-Had to call CRA more than once on the same day
  23. S-Told a client that their return was "in process" when it hasn't been started
  24. A-Someone else's slips in clients file
  25. A-"My buddy said..."
  26. A-Client tells you their politics
  27. X-Unopened "important tax documents" mail
  28. E-Client sends you a picture of their pet
  29. X-"My taxes are not that complicated"
  30. T-Client provides time sensitive notice late
  31. X-Self-prepared prior year return is a disaster
  32. T-Had a client call multiple times in one day to ask about their refund check
  33. E-Client goes on vacation in early April
  34. T-Work on the weekend
  35. S-Had to fire a client
  36. A-Client provides only one side of two-sided documents
  37. S-Kid's T4 in parents file
  38. S-Completed a tax return including a farm
  39. T-"I've done it this way for years"
  40. T-Crying
  41. E-Had a client try to claim someone who was not a qualifying dependent
  42. X-Got cussed out by a NON-client
  43. X-Completed an estate return
  44. E-Client has questions after return is filed.