Questions about return AFTER signing "I already gave that to you" Talks politics "This will be quick" (it's not) Can't log into client portal / forgets password Amend return due to omitted docs Client sends picture instead of PDF Didn't know they had to sign/bring back anything "It's an LLC" when asked entity type "Going on vacation" to rush return Tries to get us to work around drop- off deadline Estimates?? Never heard of them "I'll get that to you today" (does not) Unopened "important tax docs" Uploads prior year documents "My friend / FB / TikTok said....." "Just checking in" on return "Where's my refund?" Tries to deduct personal expenses Client provides time- sensitive notice LATE Rush return so ex doesn't claim kid "My taxes are easy" "I brought my stuff X weeks ago" Client crying No-show for appointment Brought info in a shoe box / grocery bag "Can I pay when I get my refund?" 3+ state returns Reject due to missing IP PIN Reject due to missing 1095-A Client complains about increase in bill "See you next year" Questions about return AFTER signing "I already gave that to you" Talks politics "This will be quick" (it's not) Can't log into client portal / forgets password Amend return due to omitted docs Client sends picture instead of PDF Didn't know they had to sign/bring back anything "It's an LLC" when asked entity type "Going on vacation" to rush return Tries to get us to work around drop- off deadline Estimates?? Never heard of them "I'll get that to you today" (does not) Unopened "important tax docs" Uploads prior year documents "My friend / FB / TikTok said....." "Just checking in" on return "Where's my refund?" Tries to deduct personal expenses Client provides time- sensitive notice LATE Rush return so ex doesn't claim kid "My taxes are easy" "I brought my stuff X weeks ago" Client crying No-show for appointment Brought info in a shoe box / grocery bag "Can I pay when I get my refund?" 3+ state returns Reject due to missing IP PIN Reject due to missing 1095-A Client complains about increase in bill "See you next year"
(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.
Questions about return AFTER signing
"I already gave that to you"
Talks politics
"This will be quick" (it's not)
Can't log into client portal / forgets password
Amend return due to omitted docs
Client sends picture instead of PDF
Didn't know they had to sign/bring back anything
"It's an LLC" when asked entity type
"Going on vacation" to rush return
Tries to get us to work around drop-off deadline
Estimates?? Never heard of them
"I'll get that to you today" (does not)
Unopened "important tax docs"
Uploads prior year documents
"My friend / FB / TikTok said....."
"Just checking in" on return
"Where's my refund?"
Tries to deduct personal expenses
Client provides time-sensitive notice LATE
Rush return so ex doesn't claim kid
"My taxes are easy"
"I brought my stuff X weeks ago"
Client crying
No-show for appointment
Brought info in a shoe box / grocery bag
"Can I pay when I get my refund?"
3+ state returns
Reject due to missing IP PIN
Reject due to missing 1095-A
Client complains about increase in bill
"See you next year"