Had tofire aclientHad aclient askfor themanager"heybuddy!"Client tellsyou theirpoliticsTold a clientthat their returnwas "inprocess" whenit hasn't beenstartedBotox onmedicalreceiptsHad to callCRA morethan once onthe samedayForeigncountrymedicalexpensesCompleteda tax returnincluding afarm"I've doneit this wayfor years""Can youreview whatI did inTurbo Tax?"Gotcussed outby a NON-clientKid's T4in parentsfile12+hourdaySoftwarecrashesClient sends5 or moreemails in adayHad a client callmultiple timesin one day toask about theirrefund check"My lasttaxpreparersaid..."Clientgoes onvacation inearly AprilHad a clientask if theycould paywhen they gettheir refundWork ontheweekendClient"found" slipsafter filingthat were noton the returnClientprovidestimesensitivenotice lateCryingClientsends youa pictureof their petSelf-preparedprior yearreturn is adisasterClient hasquestionsafter returnis filed."My taxesare not thatcomplicated"Morethan 200T5008'sSomeoneelse'sslips inclients filePrioraccountantdied/retired"Mybuddysaid..."Clientprovides onlyone side oftwo-sideddocumentsYou are told"they arereally nicepeople"Clientprovidesreceipts in agarbage bagHad a clientcome to usbecausesomeone elsemessed up aprior year returnClient didn'tknow theyneeded alog bookMarijuanaonmedicalreceiptsHad a client tryto claimsomeone whowas not aqualifyingdependentClient hasCryptocurrencyUnopened"importanttaxdocuments"mailMarital statusinformationdoes notmatch on thespouses"Do youreallyneedthat?"Completedan estatereturnHad tofire aclientHad aclient askfor themanager"heybuddy!"Client tellsyou theirpoliticsTold a clientthat their returnwas "inprocess" whenit hasn't beenstartedBotox onmedicalreceiptsHad to callCRA morethan once onthe samedayForeigncountrymedicalexpensesCompleteda tax returnincluding afarm"I've doneit this wayfor years""Can youreview whatI did inTurbo Tax?"Gotcussed outby a NON-clientKid's T4in parentsfile12+hourdaySoftwarecrashesClient sends5 or moreemails in adayHad a client callmultiple timesin one day toask about theirrefund check"My lasttaxpreparersaid..."Clientgoes onvacation inearly AprilHad a clientask if theycould paywhen they gettheir refundWork ontheweekendClient"found" slipsafter filingthat were noton the returnClientprovidestimesensitivenotice lateCryingClientsends youa pictureof their petSelf-preparedprior yearreturn is adisasterClient hasquestionsafter returnis filed."My taxesare not thatcomplicated"Morethan 200T5008'sSomeoneelse'sslips inclients filePrioraccountantdied/retired"Mybuddysaid..."Clientprovides onlyone side oftwo-sideddocumentsYou are told"they arereally nicepeople"Clientprovidesreceipts in agarbage bagHad a clientcome to usbecausesomeone elsemessed up aprior year returnClient didn'tknow theyneeded alog bookMarijuanaonmedicalreceiptsHad a client tryto claimsomeone whowas not aqualifyingdependentClient hasCryptocurrencyUnopened"importanttaxdocuments"mailMarital statusinformationdoes notmatch on thespouses"Do youreallyneedthat?"Completedan estatereturn

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