Client took aphoto of taxdocs withtheir phoneClient usedan NOL in2020 over$100,000Had torepost PYAJEs toroll R/EClient had astudent loanintereststatementCalled theIRS to movea payment tocorrect taxyearMarriedfilingseparatelyForgot tounmuteyourself ina callPreparedanamendedreturnNewpartners orshareholdersKiddietaxStandarddeductionlast year butnowitemizingNon-cashcharitablecontributionsClienttraded inanautomobileOn hold withIRS for morethan 1 hourDepreciationreport withstepped-upassetsHad to helpa client openShareFiledocsNewdependent20201031Exchange10+ statereturns forone clientcodeMissingsome detailpgs frombrokeragestmtsClientreachedRMD agein 2020Markeda returnfinalClientfiles anFBARHad tocontactJulius fortech supportClient took aphoto of taxdocs withtheir phoneClient usedan NOL in2020 over$100,000Had torepost PYAJEs toroll R/EClient had astudent loanintereststatementCalled theIRS to movea payment tocorrect taxyearMarriedfilingseparatelyForgot tounmuteyourself ina callPreparedanamendedreturnNewpartners orshareholdersKiddietaxStandarddeductionlast year butnowitemizingNon-cashcharitablecontributionsClienttraded inanautomobileOn hold withIRS for morethan 1 hourDepreciationreport withstepped-upassetsHad to helpa client openShareFiledocsNewdependent20201031Exchange10+ statereturns forone clientcodeMissingsome detailpgs frombrokeragestmtsClientreachedRMD agein 2020Markeda returnfinalClientfiles anFBARHad 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. Client took a photo of tax docs with their phone
  2. Client used an NOL in 2020 over $100,000
  3. Had to repost PY AJEs to roll R/E
  4. Client had a student loan interest statement
  5. Called the IRS to move a payment to correct tax year
  6. Married filing separately
  7. Forgot to unmute yourself in a call
  8. Prepared an amended return
  9. New partners or shareholders
  10. Kiddie tax
  11. Standard deduction last year but now itemizing
  12. Non-cash charitable contributions
  13. Client traded in an automobile
  14. On hold with IRS for more than 1 hour
  15. Depreciation report with stepped-up assets
  16. Had to help a client open ShareFile docs
  17. New dependent 2020
  18. 1031 Exchange
  19. 10+ state returns for one client code
  20. Missing some detail pgs from brokerage stmts
  21. Client reached RMD age in 2020
  22. Marked a return final
  23. Client files an FBAR
  24. Had to contact Julius for tech support