Child/DependentCare ExpensesDependentmoved offreturnClient madeall 4estimatedtaxpaymentsClientOver 90YearsOldScheduleA utilizedPurchasednewhouseover10k+LTCGClient madelargepurchase(boat,vehicle, etc)Over 30Diagnosticsto beclearedAddressChange3+BrokerageStatementsClient tries totake ananimal as anexpenseChangesoccupation5+W-2s1+states1099-G(Unelpoyment)PPP Loanforgivenin 2021Sch Cdoumentationis all handwritten not onorganizerIncludedtax formsforchildrenWashsalesDependentadded toreturn$10k + incharitablecontributionsNameChangeClientwrites"???" foran answerQualifiedCharitableDistributionSchCK-1 inWPSHSAcontributions/distributionsSchERefinancedHouseW-2,Dividends,Interest + CapGain gain/loss incomeReceivedCTC (childtax credit)monthlyHas adependentover 181098-TYou tell thejoke at theStand UpMeetingChangesbanks directdeposit infoClientcontributes tothe PresidentialElectionCampaign FundOnlytaxableincome is1 W-24Dependents1098-EChild/DependentCare ExpensesDependentmoved offreturnClient madeall 4estimatedtaxpaymentsClientOver 90YearsOldScheduleA utilizedPurchasednewhouseover10k+LTCGClient madelargepurchase(boat,vehicle, etc)Over 30Diagnosticsto beclearedAddressChange3+BrokerageStatementsClient tries totake ananimal as anexpenseChangesoccupation5+W-2s1+states1099-G(Unelpoyment)PPP Loanforgivenin 2021Sch Cdoumentationis all handwritten not onorganizerIncludedtax formsforchildrenWashsalesDependentadded toreturn$10k + incharitablecontributionsNameChangeClientwrites"???" foran answerQualifiedCharitableDistributionSchCK-1 inWPSHSAcontributions/distributionsSchERefinancedHouseW-2,Dividends,Interest + CapGain gain/loss incomeReceivedCTC (childtax credit)monthlyHas adependentover 181098-TYou tell thejoke at theStand UpMeetingChangesbanks directdeposit infoClientcontributes tothe PresidentialElectionCampaign FundOnlytaxableincome is1 W-24Dependents1098-E

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