Client usedan NOL in2020 over$100,000Depreciationreport withstepped-upassetsOn hold withIRS for morethan 1 hour1031ExchangeForgot tounmuteyourself ina callStandarddeductionlast year butnowitemizingClienttraded inanautomobilePreparedanamendedreturnCalled theIRS to movea payment tocorrect taxyearNewpartners orshareholdersNewdependent2020Had tocontactJulius fortech supportKiddietaxClient had astudent loanintereststatementMarkeda returnfinalNon-cashcharitablecontributionsHad torepost PYAJEs toroll R/EClientfiles anFBARMarriedfilingseparatelyMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeHad to helpa client openShareFiledocsClient took aphoto of taxdocs withtheir phoneClientreachedRMD agein 2020Client usedan NOL in2020 over$100,000Depreciationreport withstepped-upassetsOn hold withIRS for morethan 1 hour1031ExchangeForgot tounmuteyourself ina callStandarddeductionlast year butnowitemizingClienttraded inanautomobilePreparedanamendedreturnCalled theIRS to movea payment tocorrect taxyearNewpartners orshareholdersNewdependent2020Had tocontactJulius fortech supportKiddietaxClient had astudent loanintereststatementMarkeda returnfinalNon-cashcharitablecontributionsHad torepost PYAJEs toroll R/EClientfiles anFBARMarriedfilingseparatelyMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeHad to helpa client openShareFiledocsClient took aphoto of taxdocs withtheir phoneClientreachedRMD 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. Client used an NOL in 2020 over $100,000
  2. Depreciation report with stepped-up assets
  3. On hold with IRS for more than 1 hour
  4. 1031 Exchange
  5. Forgot to unmute yourself in a call
  6. Standard deduction last year but now itemizing
  7. Client traded in an automobile
  8. Prepared an amended return
  9. Called the IRS to move a payment to correct tax year
  10. New partners or shareholders
  11. New dependent 2020
  12. Had to contact Julius for tech support
  13. Kiddie tax
  14. Client had a student loan interest statement
  15. Marked a return final
  16. Non-cash charitable contributions
  17. Had to repost PY AJEs to roll R/E
  18. Client files an FBAR
  19. Married filing separately
  20. Missing some detail pgs from brokerage stmts
  21. 10+ state returns for one client code
  22. Had to help a client open ShareFile docs
  23. Client took a photo of tax docs with their phone
  24. Client reached RMD age in 2020