Client tries totake ananimal as anexpenseClientwrites"???" foran answerDependentmoved offreturnReceivedCTC (childtax credit)monthlyHas adependentover 181+statesChangesoccupationSchCPurchasednewhouseDependentadded toreturn3+BrokerageStatements4DependentsOver 30Diagnosticsto beclearedIncludedtax formsforchildrenClientcontributes tothe PresidentialElectionCampaign FundOnlytaxableincome is1 W-2HSAcontributions/distributionsWashsalesSchEQualifiedCharitableDistributionClientOver 90YearsOldAddressChangeYou tell thejoke at theStand UpMeetingChangesbanks directdeposit infoK-1 inWPSSch Cdoumentationis all handwritten not onorganizerScheduleA utilized5+W-2s$10k + incharitablecontributionsover10k+LTCG1098-E1099-G(Unelpoyment)Client madeall 4estimatedtaxpaymentsRefinancedHouseChild/DependentCare ExpensesClient madelargepurchase(boat,vehicle, etc)W-2,Dividends,Interest + CapGain gain/loss incomePPP Loanforgivenin 20211098-TNameChangeClient tries totake ananimal as anexpenseClientwrites"???" foran answerDependentmoved offreturnReceivedCTC (childtax credit)monthlyHas adependentover 181+statesChangesoccupationSchCPurchasednewhouseDependentadded toreturn3+BrokerageStatements4DependentsOver 30Diagnosticsto beclearedIncludedtax formsforchildrenClientcontributes tothe PresidentialElectionCampaign FundOnlytaxableincome is1 W-2HSAcontributions/distributionsWashsalesSchEQualifiedCharitableDistributionClientOver 90YearsOldAddressChangeYou tell thejoke at theStand UpMeetingChangesbanks directdeposit infoK-1 inWPSSch Cdoumentationis all handwritten not onorganizerScheduleA utilized5+W-2s$10k + incharitablecontributionsover10k+LTCG1098-E1099-G(Unelpoyment)Client madeall 4estimatedtaxpaymentsRefinancedHouseChild/DependentCare ExpensesClient madelargepurchase(boat,vehicle, etc)W-2,Dividends,Interest + CapGain gain/loss incomePPP Loanforgivenin 20211098-TNameChange

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