Client madelargepurchase(boat,vehicle, etc)RefinancedHousePurchasednewhouseClient madeall 4estimatedtaxpaymentsK-1 inWPSChangesoccupationClientwrites"???" foran answerDependentmoved offreturnClientOver 90YearsOldSch Cdoumentationis all handwritten not onorganizerClient tries totake ananimal as anexpense3+BrokerageStatements5+W-2s1098-TNameChangeClientcontributes tothe PresidentialElectionCampaign FundSchEHSAcontributions/distributionsSchCScheduleA utilized1098-E$10k + incharitablecontributions1099-G(Unelpoyment)4DependentsPPP Loanforgivenin 2021W-2,Dividends,Interest + CapGain gain/loss incomeIncludedtax formsforchildrenChangesbanks directdeposit info1+statesOnlytaxableincome is1 W-2ReceivedCTC (childtax credit)monthlyHas adependentover 18AddressChangeDependentadded toreturnover10k+LTCGChild/DependentCare ExpensesQualifiedCharitableDistributionOver 30Diagnosticsto beclearedWashsalesYou tell thejoke at theStand UpMeetingClient madelargepurchase(boat,vehicle, etc)RefinancedHousePurchasednewhouseClient madeall 4estimatedtaxpaymentsK-1 inWPSChangesoccupationClientwrites"???" foran answerDependentmoved offreturnClientOver 90YearsOldSch Cdoumentationis all handwritten not onorganizerClient tries totake ananimal as anexpense3+BrokerageStatements5+W-2s1098-TNameChangeClientcontributes tothe PresidentialElectionCampaign FundSchEHSAcontributions/distributionsSchCScheduleA utilized1098-E$10k + incharitablecontributions1099-G(Unelpoyment)4DependentsPPP Loanforgivenin 2021W-2,Dividends,Interest + CapGain gain/loss incomeIncludedtax formsforchildrenChangesbanks directdeposit info1+statesOnlytaxableincome is1 W-2ReceivedCTC (childtax credit)monthlyHas adependentover 18AddressChangeDependentadded toreturnover10k+LTCGChild/DependentCare ExpensesQualifiedCharitableDistributionOver 30Diagnosticsto beclearedWashsalesYou tell thejoke at theStand UpMeeting

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