Clientsasks if wefiled theirextensionPPP Loanforgivenin 202165+ with adependentAGIover1MServerdown forover 1hour6+K-1sMiles areSALY(becausethat makessense)2+InstallmentSalesExtensionpaymentover 100kLives inforeigncountry3statesClientmad wefiled theirextensiomMovedpart waythroughthe yearYou tell thejoke at theMondaymeetingQualifiedCharitableDistributionCaraccident on1st &WashingtonOver50k incharityHIResident2 SchC's + 2Sch E's3+ foreignbankaccountsOver 50Diagnosticsto beclearedClient tries totake ananimal as anexpenseWorkpapersin + returnfiled in thesame dayRefundover25kIRA, SocialSecurity,CapGain/LossKristenwearsorangeCatchColemanat hisdesk4+ SchC'sRyanwearspinkMarriedFilingSeparatelyDinnerordermissed byrestaurantTax owedover100kSch C,Sch E,Sch FHouseholdEmployeeClient providesalldocumentation& organizer(NOQUESTIONS)Client calls3+ times inthe samedaySnows3+InchesWatchesa cartheftOver 20carryoversfrom 2020Client tells youwhy they wentto the ER fortheir medicalexpensesAKResidentSch Cdoumentationis all handwritten not onorganizerClientsent in2020 TaxFormsClientsasks if wefiled theirextensionPPP Loanforgivenin 202165+ with adependentAGIover1MServerdown forover 1hour6+K-1sMiles areSALY(becausethat makessense)2+InstallmentSalesExtensionpaymentover 100kLives inforeigncountry3statesClientmad wefiled theirextensiomMovedpart waythroughthe yearYou tell thejoke at theMondaymeetingQualifiedCharitableDistributionCaraccident on1st &WashingtonOver50k incharityHIResident2 SchC's + 2Sch E's3+ foreignbankaccountsOver 50Diagnosticsto beclearedClient tries totake ananimal as anexpenseWorkpapersin + returnfiled in thesame dayRefundover25kIRA, SocialSecurity,CapGain/LossKristenwearsorangeCatchColemanat hisdesk4+ SchC'sRyanwearspinkMarriedFilingSeparatelyDinnerordermissed byrestaurantTax owedover100kSch C,Sch E,Sch FHouseholdEmployeeClient providesalldocumentation& organizer(NOQUESTIONS)Client calls3+ times inthe samedaySnows3+InchesWatchesa cartheftOver 20carryoversfrom 2020Client tells youwhy they wentto the ER fortheir medicalexpensesAKResidentSch Cdoumentationis all handwritten not onorganizerClientsent in2020 TaxForms

Tax Season (Individual) - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
  1. Clients asks if we filed their extension
  2. PPP Loan forgiven in 2021
  3. 65+ with a dependent
  4. AGI over 1M
  5. Server down for over 1 hour
  6. 6+ K-1s
  7. Miles are SALY (because that makes sense)
  8. 2+ Installment Sales
  9. Extension payment over 100k
  10. Lives in foreign country
  11. 3 states
  12. Client mad we filed their extensiom
  13. Moved part way through the year
  14. You tell the joke at the Monday meeting
  15. Qualified Charitable Distribution
  16. Car accident on 1st & Washington
  17. Over 50k in charity
  18. HI Resident
  19. 2 Sch C's + 2 Sch E's
  20. 3+ foreign bank accounts
  21. Over 50 Diagnostics to be cleared
  22. Client tries to take an animal as an expense
  23. Workpapers in + return filed in the same day
  24. Refund over 25k
  25. IRA, Social Security, Cap Gain/Loss
  26. Kristen wears orange
  27. Catch Coleman at his desk
  28. 4+ Sch C's
  29. Ryan wears pink
  30. Married Filing Separately
  31. Dinner order missed by restaurant
  32. Tax owed over 100k
  33. Sch C, Sch E, Sch F
  34. Household Employee
  35. Client provides all documentation & organizer (NO QUESTIONS)
  36. Client calls 3+ times in the same day
  37. Snows 3+ Inches
  38. Watches a car theft
  39. Over 20 carryovers from 2020
  40. Client tells you why they went to the ER for their medical expenses
  41. AK Resident
  42. Sch C doumentation is all hand written not on organizer
  43. Client sent in 2020 Tax Forms