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