Client took aphoto of taxdocs withtheir phoneOn hold withIRS for morethan 1 hourHad torepost PYAJEs toroll R/EMarkeda returnfinalNewpartners orshareholdersDepreciationreport withstepped-upassetsNon-cashcharitablecontributions10+ statereturns forone clientcodeClienttraded inanautomobileHad tocontactJulius fortech supportClientreachedRMD agein 2020Newdependent20201031ExchangeKiddietaxMarriedfilingseparatelyClientfiles anFBARStandarddeductionlast year butnowitemizingCalled theIRS to movea payment tocorrect taxyearMissingsome detailpgs frombrokeragestmtsClient had astudent loanintereststatementForgot tounmuteyourself ina callClient usedan NOL in2020 over$100,000PreparedanamendedreturnHad to helpa client openShareFiledocsClient took aphoto of taxdocs withtheir phoneOn hold withIRS for morethan 1 hourHad torepost PYAJEs toroll R/EMarkeda returnfinalNewpartners orshareholdersDepreciationreport withstepped-upassetsNon-cashcharitablecontributions10+ statereturns forone clientcodeClienttraded inanautomobileHad tocontactJulius fortech supportClientreachedRMD agein 2020Newdependent20201031ExchangeKiddietaxMarriedfilingseparatelyClientfiles anFBARStandarddeductionlast year butnowitemizingCalled theIRS to movea payment tocorrect taxyearMissingsome detailpgs frombrokeragestmtsClient had astudent loanintereststatementForgot tounmuteyourself ina callClient usedan NOL in2020 over$100,000PreparedanamendedreturnHad to helpa client openShareFiledocs

Tax Department - 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 took a photo of tax docs with their phone
  2. On hold with IRS for more than 1 hour
  3. Had to repost PY AJEs to roll R/E
  4. Marked a return final
  5. New partners or shareholders
  6. Depreciation report with stepped-up assets
  7. Non-cash charitable contributions
  8. 10+ state returns for one client code
  9. Client traded in an automobile
  10. Had to contact Julius for tech support
  11. Client reached RMD age in 2020
  12. New dependent 2020
  13. 1031 Exchange
  14. Kiddie tax
  15. Married filing separately
  16. Client files an FBAR
  17. Standard deduction last year but now itemizing
  18. Called the IRS to move a payment to correct tax year
  19. Missing some detail pgs from brokerage stmts
  20. Client had a student loan interest statement
  21. Forgot to unmute yourself in a call
  22. Client used an NOL in 2020 over $100,000
  23. Prepared an amended return
  24. Had to help a client open ShareFile docs