Non-cashcharitablecontributionsClienttraded inanautomobileCalled theIRS to movea payment tocorrect taxyearNewpartners orshareholders10+ statereturns forone clientcodeMarkeda returnfinalMarriedfilingseparatelyMissingsome detailpgs frombrokeragestmtsKiddietaxDepreciationreport withstepped-upassetsForgot tounmuteyourself ina callHad torepost PYAJEs toroll R/ENewdependent2020On hold withIRS for morethan 1 hourPreparedanamendedreturnClient usedan NOL in2020 over$100,0001031ExchangeClientreachedRMD agein 2020Had to helpa client openShareFiledocsStandarddeductionlast year butnowitemizingClient had astudent loanintereststatementClientfiles anFBARClient took aphoto of taxdocs withtheir phoneHad tocontactJulius fortech supportNon-cashcharitablecontributionsClienttraded inanautomobileCalled theIRS to movea payment tocorrect taxyearNewpartners orshareholders10+ statereturns forone clientcodeMarkeda returnfinalMarriedfilingseparatelyMissingsome detailpgs frombrokeragestmtsKiddietaxDepreciationreport withstepped-upassetsForgot tounmuteyourself ina callHad torepost PYAJEs toroll R/ENewdependent2020On hold withIRS for morethan 1 hourPreparedanamendedreturnClient usedan NOL in2020 over$100,0001031ExchangeClientreachedRMD agein 2020Had to helpa client openShareFiledocsStandarddeductionlast year butnowitemizingClient had astudent loanintereststatementClientfiles anFBARClient took aphoto of taxdocs withtheir phoneHad tocontactJulius fortech support

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