Client has fouror more1099'sfrom the samebrokerage firmJustwaitingon a K-1!You have torefute taxadvice aclient go froma "friend"Printer inthe backofficejamsPosted ajournalentrybackwardsKarin says "Ilovespreadsheets"Client walks inhoping to talkto someonewithout anappointment12+States"What didwe dolast year"2+ peopletry tofigure outone return"Livingthedream!"Spend 2hourschasing lessthan $20Drinkingcoffee intheafternoonClientprovides apaystubinstead of aW-2PTPsClientuploads 10or moreJPEGS toemail/PortalGet told"You looktired"New clienthasn't filedprior yearreturnLostclientfileReturn hasto bereprocessedLeigh sings"Oh, Lordwon't youbuy me..."Email fromMonicaremindingyou to postyour timeYou hear apartnercurse out offrustrationMass teamsmessagerequestingnotification whensomeone isdone using QBTax systemupdatechangesreturnSomeonesays"another onefor thepending pile"Client callswith aquestionabout theirtaxesDreamingabouttaxesJustoverride/plugit754step-upVlad Greband/or familyasking forTR copiesClientsells theirbusinessTold a clienttheir return was"in process"when it was stillon the shelfStresseatingClientincluded WPthat you don'tneed for theirreturnNewclientinquiryE-filerejectedHave to contactJeff more thanonce in thesame day for ITissueReprintBNAreports 5xClient asksabout auditrisk or costof extendingreturnStrangerasks forfree taxadviceHad tocontact aclient formissing dataClientsaying " Ithought Isent you..."Print areturn withmore than100 pagesClient has fouror more1099'sfrom the samebrokerage firmJustwaitingon a K-1!You have torefute taxadvice aclient go froma "friend"Printer inthe backofficejamsPosted ajournalentrybackwardsKarin says "Ilovespreadsheets"Client walks inhoping to talkto someonewithout anappointment12+States"What didwe dolast year"2+ peopletry tofigure outone return"Livingthedream!"Spend 2hourschasing lessthan $20Drinkingcoffee intheafternoonClientprovides apaystubinstead of aW-2PTPsClientuploads 10or moreJPEGS toemail/PortalGet told"You looktired"New clienthasn't filedprior yearreturnLostclientfileReturn hasto bereprocessedLeigh sings"Oh, Lordwon't youbuy me..."Email fromMonicaremindingyou to postyour timeYou hear apartnercurse out offrustrationMass teamsmessagerequestingnotification whensomeone isdone using QBTax systemupdatechangesreturnSomeonesays"another onefor thepending pile"Client callswith aquestionabout theirtaxesDreamingabouttaxesJustoverride/plugit754step-upVlad Greband/or familyasking forTR copiesClientsells theirbusinessTold a clienttheir return was"in process"when it was stillon the shelfStresseatingClientincluded WPthat you don'tneed for theirreturnNewclientinquiryE-filerejectedHave to contactJeff more thanonce in thesame day for ITissueReprintBNAreports 5xClient asksabout auditrisk or costof extendingreturnStrangerasks forfree taxadviceHad tocontact aclient formissing dataClientsaying " Ithought Isent you..."Print areturn withmore than100 pages

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