Clienttraded inanautomobileNewdependent2020Non-cashcharitablecontributionsMarriedfilingseparatelyCalled theIRS to movea payment tocorrect taxyearForgot tounmuteyourself ina callHad tocontactJulius fortech supportClient took aphoto of taxdocs withtheir phoneMissingsome detailpgs frombrokeragestmts1031ExchangeHad to helpa client openShareFiledocsOn hold withIRS for morethan 1 hourNewpartners orshareholdersClientreachedRMD agein 2020Had torepost PYAJEs toroll R/E10+ statereturns forone clientcodeKiddietaxClientfiles anFBARDepreciationreport withstepped-upassetsClient usedan NOL in2020 over$100,000PreparedanamendedreturnClient had astudent loanintereststatementMarkeda returnfinalStandarddeductionlast year butnowitemizingClienttraded inanautomobileNewdependent2020Non-cashcharitablecontributionsMarriedfilingseparatelyCalled theIRS to movea payment tocorrect taxyearForgot tounmuteyourself ina callHad tocontactJulius fortech supportClient took aphoto of taxdocs withtheir phoneMissingsome detailpgs frombrokeragestmts1031ExchangeHad to helpa client openShareFiledocsOn hold withIRS for morethan 1 hourNewpartners orshareholdersClientreachedRMD agein 2020Had torepost PYAJEs toroll R/E10+ statereturns forone clientcodeKiddietaxClientfiles anFBARDepreciationreport withstepped-upassetsClient usedan NOL in2020 over$100,000PreparedanamendedreturnClient had astudent loanintereststatementMarkeda returnfinalStandarddeductionlast year butnowitemizing

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