Non-cashcharitablecontributionsClientfiles anFBAROn hold withIRS for morethan 1 hourHad torepost PYAJEs toroll R/EMarriedfilingseparatelyMarkeda returnfinal10+ statereturns forone clientcodeHad tocontactJulius fortech supportHad to helpa client openShareFiledocs1031ExchangeClient took aphoto of taxdocs withtheir phoneClienttraded inanautomobileMissingsome detailpgs frombrokeragestmtsNewdependent2020Depreciationreport withstepped-upassetsStandarddeductionlast year butnowitemizingCalled theIRS to movea payment tocorrect taxyearClientreachedRMD agein 2020Forgot tounmuteyourself ina callKiddietaxClient had astudent loanintereststatementClient usedan NOL in2020 over$100,000Newpartners orshareholdersPreparedanamendedreturnNon-cashcharitablecontributionsClientfiles anFBAROn hold withIRS for morethan 1 hourHad torepost PYAJEs toroll R/EMarriedfilingseparatelyMarkeda returnfinal10+ statereturns forone clientcodeHad tocontactJulius fortech supportHad to helpa client openShareFiledocs1031ExchangeClient took aphoto of taxdocs withtheir phoneClienttraded inanautomobileMissingsome detailpgs frombrokeragestmtsNewdependent2020Depreciationreport withstepped-upassetsStandarddeductionlast year butnowitemizingCalled theIRS to movea payment tocorrect taxyearClientreachedRMD agein 2020Forgot tounmuteyourself ina callKiddietaxClient had astudent loanintereststatementClient usedan NOL in2020 over$100,000Newpartners orshareholdersPreparedanamendedreturn

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