Posted ajournalentrybackwardsJustoverride/plugitStrangerasks forfree taxadviceYou have torefute taxadvice aclient go froma "friend"Clientsaying " Ithought Isent you..."Mass teamsmessagerequestingnotification whensomeone isdone using QBGet told"You looktired"Client callswith aquestionabout theirtaxesKarin says "Ilovespreadsheets"ReprintBNAreports 5xClient asksabout auditrisk or costof extendingreturn754step-upClientuploads 10or moreJPEGS toemail/Portal"Livingthedream!"12+StatesClientincluded WPthat you don'tneed for theirreturnYou hear apartnercurse out offrustrationHave to contactJeff more thanonce in thesame day for ITissueSpend 2hourschasing lessthan $20Leigh sings"Oh, Lordwon't youbuy me..."Email fromMonicaremindingyou to postyour timeSomeonesays"another onefor thepending pile"Tax systemupdatechangesreturnPTPs2+ peopletry tofigure outone returnClientsells theirbusinessClientprovides apaystubinstead of aW-2Had tocontact aclient formissing dataClient walks inhoping to talkto someonewithout anappointmentJustwaitingon a K-1!"What didwe dolast year"Return hasto bereprocessedClient has fouror more1099'sfrom the samebrokerage firmDrinkingcoffee intheafternoonStresseatingVlad Greband/or familyasking forTR copiesDreamingabouttaxesPrint areturn withmore than100 pagesNewclientinquiryLostclientfileE-filerejectedTold a clienttheir return was"in process"when it was stillon the shelfNew clienthasn't filedprior yearreturnPrinter inthe backofficejamsPosted ajournalentrybackwardsJustoverride/plugitStrangerasks forfree taxadviceYou have torefute taxadvice aclient go froma "friend"Clientsaying " Ithought Isent you..."Mass teamsmessagerequestingnotification whensomeone isdone using QBGet told"You looktired"Client callswith aquestionabout theirtaxesKarin says "Ilovespreadsheets"ReprintBNAreports 5xClient asksabout auditrisk or costof extendingreturn754step-upClientuploads 10or moreJPEGS toemail/Portal"Livingthedream!"12+StatesClientincluded WPthat you don'tneed for theirreturnYou hear apartnercurse out offrustrationHave to contactJeff more thanonce in thesame day for ITissueSpend 2hourschasing lessthan $20Leigh sings"Oh, Lordwon't youbuy me..."Email fromMonicaremindingyou to postyour timeSomeonesays"another onefor thepending pile"Tax systemupdatechangesreturnPTPs2+ peopletry tofigure outone returnClientsells theirbusinessClientprovides apaystubinstead of aW-2Had tocontact aclient formissing dataClient walks inhoping to talkto someonewithout anappointmentJustwaitingon a K-1!"What didwe dolast year"Return hasto bereprocessedClient has fouror more1099'sfrom the samebrokerage firmDrinkingcoffee intheafternoonStresseatingVlad Greband/or familyasking forTR copiesDreamingabouttaxesPrint areturn withmore than100 pagesNewclientinquiryLostclientfileE-filerejectedTold a clienttheir return was"in process"when it was stillon the shelfNew clienthasn't filedprior yearreturnPrinter inthe backofficejams

TAX SEASON BINGO - 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. Posted a journal entry backwards
  2. Just override/plug it
  3. Stranger asks for free tax advice
  4. You have to refute tax advice a client go from a "friend"
  5. Client saying " I thought I sent you..."
  6. Mass teams message requesting notification when someone is done using QB
  7. Get told "You look tired"
  8. Client calls with a question about their taxes
  9. Karin says "I love spreadsheets"
  10. Reprint BNA reports 5x
  11. Client asks about audit risk or cost of extending return
  12. 754 step-up
  13. Client uploads 10 or more JPEGS to email/Portal
  14. "Living the dream!"
  15. 12+ States
  16. Client included WP that you don't need for their return
  17. You hear a partner curse out of frustration
  18. Have to contact Jeff more than once in the same day for IT issue
  19. Spend 2 hours chasing less than $20
  20. Leigh sings "Oh, Lord won't you buy me..."
  21. Email from Monica reminding you to post your time
  22. Someone says "another one for the pending pile"
  23. Tax system update changes return
  24. PTPs
  25. 2+ people try to figure out one return
  26. Client sells their business
  27. Client provides a paystub instead of a W-2
  28. Had to contact a client for missing data
  29. Client walks in hoping to talk to someone without an appointment
  30. Just waiting on a K-1!
  31. "What did we do last year"
  32. Return has to be reprocessed
  33. Client has four or more1099's from the same brokerage firm
  34. Drinking coffee in the afternoon
  35. Stress eating
  36. Vlad Greb and/or family asking for TR copies
  37. Dreaming about taxes
  38. Print a return with more than 100 pages
  39. New client inquiry
  40. Lost client file
  41. E-file rejected
  42. Told a client their return was "in process" when it was still on the shelf
  43. New client hasn't filed prior year return
  44. Printer in the back office jams