AddressChangeHSAcontributions/distributionsChangesbanks directdeposit infoScheduleA utilized3+BrokerageStatementsOnlytaxableincome is1 W-2Clientwrites"???" foran answer1098-T4DependentsOver 30Diagnosticsto beclearedSch Cdoumentationis all handwritten not onorganizerClient tries totake ananimal as anexpense$10k + incharitablecontributions5+W-2s1+statesChangesoccupationDependentmoved offreturn1098-EWashsalesW-2,Dividends,Interest + CapGain gain/loss incomeover10k+LTCGPurchasednewhouseQualifiedCharitableDistributionRefinancedHouseClientOver 90YearsOldSchCYou tell thejoke at theStand UpMeetingDependentadded toreturnHas adependentover 18NameChangePPP Loanforgivenin 2021Child/DependentCare ExpensesClient madelargepurchase(boat,vehicle, etc)ReceivedCTC (childtax credit)monthlyIncludedtax formsforchildrenK-1 inWPSSchEClient madeall 4estimatedtaxpaymentsClientcontributes tothe PresidentialElectionCampaign Fund1099-G(Unelpoyment)AddressChangeHSAcontributions/distributionsChangesbanks directdeposit infoScheduleA utilized3+BrokerageStatementsOnlytaxableincome is1 W-2Clientwrites"???" foran answer1098-T4DependentsOver 30Diagnosticsto beclearedSch Cdoumentationis all handwritten not onorganizerClient tries totake ananimal as anexpense$10k + incharitablecontributions5+W-2s1+statesChangesoccupationDependentmoved offreturn1098-EWashsalesW-2,Dividends,Interest + CapGain gain/loss incomeover10k+LTCGPurchasednewhouseQualifiedCharitableDistributionRefinancedHouseClientOver 90YearsOldSchCYou tell thejoke at theStand UpMeetingDependentadded toreturnHas adependentover 18NameChangePPP Loanforgivenin 2021Child/DependentCare ExpensesClient madelargepurchase(boat,vehicle, etc)ReceivedCTC (childtax credit)monthlyIncludedtax formsforchildrenK-1 inWPSSchEClient madeall 4estimatedtaxpaymentsClientcontributes tothe PresidentialElectionCampaign Fund1099-G(Unelpoyment)

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