PreparedanamendedreturnClienttraded inanautomobileDepreciationreport withstepped-upassets1031ExchangeOn hold withIRS for morethan 1 hourClientfiles anFBARStandarddeductionlast year butnowitemizingClient usedan NOL in2020 over$100,000Client took aphoto of taxdocs withtheir phoneKiddietaxMarkeda returnfinalForgot tounmuteyourself ina call10+ statereturns forone clientcodeHad torepost PYAJEs toroll R/EClient had astudent loanintereststatementHad tocontactJulius fortech supportMissingsome detailpgs frombrokeragestmtsMarriedfilingseparatelyNewpartners orshareholdersNon-cashcharitablecontributionsCalled theIRS to movea payment tocorrect taxyearNewdependent2020Had to helpa client openShareFiledocsClientreachedRMD agein 2020PreparedanamendedreturnClienttraded inanautomobileDepreciationreport withstepped-upassets1031ExchangeOn hold withIRS for morethan 1 hourClientfiles anFBARStandarddeductionlast year butnowitemizingClient usedan NOL in2020 over$100,000Client took aphoto of taxdocs withtheir phoneKiddietaxMarkeda returnfinalForgot tounmuteyourself ina call10+ statereturns forone clientcodeHad torepost PYAJEs toroll R/EClient had astudent loanintereststatementHad tocontactJulius fortech supportMissingsome detailpgs frombrokeragestmtsMarriedfilingseparatelyNewpartners orshareholdersNon-cashcharitablecontributionsCalled theIRS to movea payment tocorrect taxyearNewdependent2020Had to helpa client openShareFiledocsClientreachedRMD agein 2020

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