Client tries totake ananimal as anexpenseClientwrites"???" foran answerIncludedtax formsforchildrenSchCWashsales1098-EAddressChangeQualifiedCharitableDistributionClient madeall 4estimatedtaxpaymentsClient madelargepurchase(boat,vehicle, etc)Has adependentover 18You tell thejoke at theStand UpMeeting3+BrokerageStatements1098-T1+statesClientOver 90YearsOldRefinancedHouseClientcontributes tothe PresidentialElectionCampaign FundPurchasednewhouseReceivedCTC (childtax credit)monthlyNameChange$10k + incharitablecontributionsHSAcontributions/distributionsChild/DependentCare Expenses1099-G(Unelpoyment)Sch Cdoumentationis all handwritten not onorganizer4DependentsDependentmoved offreturnOver 30Diagnosticsto beclearedK-1 inWPSChangesbanks directdeposit infoOnlytaxableincome is1 W-2Changesoccupation5+W-2sW-2,Dividends,Interest + CapGain gain/loss incomePPP Loanforgivenin 2021ScheduleA utilizedSchEover10k+LTCGDependentadded toreturnClient tries totake ananimal as anexpenseClientwrites"???" foran answerIncludedtax formsforchildrenSchCWashsales1098-EAddressChangeQualifiedCharitableDistributionClient madeall 4estimatedtaxpaymentsClient madelargepurchase(boat,vehicle, etc)Has adependentover 18You tell thejoke at theStand UpMeeting3+BrokerageStatements1098-T1+statesClientOver 90YearsOldRefinancedHouseClientcontributes tothe PresidentialElectionCampaign FundPurchasednewhouseReceivedCTC (childtax credit)monthlyNameChange$10k + incharitablecontributionsHSAcontributions/distributionsChild/DependentCare Expenses1099-G(Unelpoyment)Sch Cdoumentationis all handwritten not onorganizer4DependentsDependentmoved offreturnOver 30Diagnosticsto beclearedK-1 inWPSChangesbanks directdeposit infoOnlytaxableincome is1 W-2Changesoccupation5+W-2sW-2,Dividends,Interest + CapGain gain/loss incomePPP Loanforgivenin 2021ScheduleA utilizedSchEover10k+LTCGDependentadded toreturn

Tax Season (Intern) - 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 tries to take an animal as an expense
  2. Client writes "???" for an answer
  3. Included tax forms for children
  4. Sch C
  5. Wash sales
  6. 1098-E
  7. Address Change
  8. Qualified Charitable Distribution
  9. Client made all 4 estimated tax payments
  10. Client made large purchase (boat, vehicle, etc)
  11. Has a dependent over 18
  12. You tell the joke at the Stand Up Meeting
  13. 3+ Brokerage Statements
  14. 1098-T
  15. 1+ states
  16. Client Over 90 Years Old
  17. Refinanced House
  18. Client contributes to the Presidential Election Campaign Fund
  19. Purchased new house
  20. Received CTC (child tax credit) monthly
  21. Name Change
  22. $10k + in charitable contributions
  23. HSA contributions/ distributions
  24. Child/Dependent Care Expenses
  25. 1099-G (Unelpoyment)
  26. Sch C doumentation is all hand written not on organizer
  27. 4 Dependents
  28. Dependent moved off return
  29. Over 30 Diagnostics to be cleared
  30. K-1 in WPS
  31. Changes banks direct deposit info
  32. Only taxable income is 1 W-2
  33. Changes occupation
  34. 5+ W-2s
  35. W-2, Dividends, Interest + Cap Gain gain /loss income
  36. PPP Loan forgiven in 2021
  37. Schedule A utilized
  38. Sch E
  39. over 10k+ LTCG
  40. Dependent added to return