Had tocontact aclient formissing dataStrangerasks forfree taxadviceLostclientfileClientuploads 10or moreJPEGS toemail/PortalYou hear apartnercurse out offrustration12+StatesPrint areturn withmore than100 pagesStresseatingKarin says "Ilovespreadsheets"Clientincluded WPthat you don'tneed for theirreturnJustoverride/plugitMass teamsmessagerequestingnotification whensomeone isdone using QBDreamingabouttaxesClientprovides apaystubinstead of aW-2Tax systemupdatechangesreturnVlad Greband/or familyasking forTR copies754step-up2+ peopletry tofigure outone returnReturn hasto bereprocessedSpend 2hourschasing lessthan $20Client callswith aquestionabout theirtaxesClient asksabout auditrisk or costof extendingreturnClient walks inhoping to talkto someonewithout anappointmentClientsells theirbusinessYou have torefute taxadvice aclient go froma "friend"Leigh sings"Oh, Lordwon't youbuy me..."Printer inthe backofficejamsSomeonesays"another onefor thepending pile"Drinkingcoffee intheafternoonPosted ajournalentrybackwardsNewclientinquiryE-filerejectedClient has fouror more1099'sfrom the samebrokerage firmGet told"You looktired"Clientsaying " Ithought Isent you...""What didwe dolast year"New clienthasn't filedprior yearreturnTold a clienttheir return was"in process"when it was stillon the shelfReprintBNAreports 5x"Livingthedream!"Justwaitingon a K-1!PTPsEmail fromMonicaremindingyou to postyour timeHave to contactJeff more thanonce in thesame day for ITissueHad tocontact aclient formissing dataStrangerasks forfree taxadviceLostclientfileClientuploads 10or moreJPEGS toemail/PortalYou hear apartnercurse out offrustration12+StatesPrint areturn withmore than100 pagesStresseatingKarin says "Ilovespreadsheets"Clientincluded WPthat you don'tneed for theirreturnJustoverride/plugitMass teamsmessagerequestingnotification whensomeone isdone using QBDreamingabouttaxesClientprovides apaystubinstead of aW-2Tax systemupdatechangesreturnVlad Greband/or familyasking forTR copies754step-up2+ peopletry tofigure outone returnReturn hasto bereprocessedSpend 2hourschasing lessthan $20Client callswith aquestionabout theirtaxesClient asksabout auditrisk or costof extendingreturnClient walks inhoping to talkto someonewithout anappointmentClientsells theirbusinessYou have torefute taxadvice aclient go froma "friend"Leigh sings"Oh, Lordwon't youbuy me..."Printer inthe backofficejamsSomeonesays"another onefor thepending pile"Drinkingcoffee intheafternoonPosted ajournalentrybackwardsNewclientinquiryE-filerejectedClient has fouror more1099'sfrom the samebrokerage firmGet told"You looktired"Clientsaying " Ithought Isent you...""What didwe dolast year"New clienthasn't filedprior yearreturnTold a clienttheir return was"in process"when it was stillon the shelfReprintBNAreports 5x"Livingthedream!"Justwaitingon a K-1!PTPsEmail fromMonicaremindingyou to postyour timeHave to contactJeff more thanonce in thesame day for ITissue

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