AddressChangeClient tries totake ananimal as anexpensePPP Loanforgivenin 20214Dependentsover10k+LTCGW-2,Dividends,Interest + CapGain gain/loss income3+BrokerageStatementsSchCSch Cdoumentationis all handwritten not onorganizerNameChangeHas adependentover 181+states1099-G(Unelpoyment)QualifiedCharitableDistributionChild/DependentCare ExpensesDependentmoved offreturnWashsales$10k + incharitablecontributionsChangesoccupationScheduleA utilized5+W-2sClient madeall 4estimatedtaxpaymentsReceivedCTC (childtax credit)monthlyYou tell thejoke at theStand UpMeetingClient madelargepurchase(boat,vehicle, etc)SchERefinancedHouseHSAcontributions/distributionsDependentadded toreturnIncludedtax formsforchildrenChangesbanks directdeposit infoPurchasednewhouseOver 30Diagnosticsto becleared1098-EClientwrites"???" foran answer1098-TK-1 inWPSClientcontributes tothe PresidentialElectionCampaign FundOnlytaxableincome is1 W-2ClientOver 90YearsOldAddressChangeClient tries totake ananimal as anexpensePPP Loanforgivenin 20214Dependentsover10k+LTCGW-2,Dividends,Interest + CapGain gain/loss income3+BrokerageStatementsSchCSch Cdoumentationis all handwritten not onorganizerNameChangeHas adependentover 181+states1099-G(Unelpoyment)QualifiedCharitableDistributionChild/DependentCare ExpensesDependentmoved offreturnWashsales$10k + incharitablecontributionsChangesoccupationScheduleA utilized5+W-2sClient madeall 4estimatedtaxpaymentsReceivedCTC (childtax credit)monthlyYou tell thejoke at theStand UpMeetingClient madelargepurchase(boat,vehicle, etc)SchERefinancedHouseHSAcontributions/distributionsDependentadded toreturnIncludedtax formsforchildrenChangesbanks directdeposit infoPurchasednewhouseOver 30Diagnosticsto becleared1098-EClientwrites"???" foran answer1098-TK-1 inWPSClientcontributes tothe PresidentialElectionCampaign FundOnlytaxableincome is1 W-2ClientOver 90YearsOld

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