You tell thejoke at theMondaymeetingClientsent in2020 TaxFormsSnows3+InchesClientsasks if wefiled theirextension2+InstallmentSalesTax owedover100kRefundover25kWatchesa cartheft65+ with adependentClient providesalldocumentation& organizer(NOQUESTIONS)AKResidentCatchColemanat hisdeskPPP Loanforgivenin 20212 SchC's + 2Sch E'sAGIover1MOver50k incharityExtensionpaymentover 100kIRA, SocialSecurity,CapGain/LossClientmad wefiled theirextensiomClient calls3+ times inthe samedayClient tells youwhy they wentto the ER fortheir medicalexpensesQualifiedCharitableDistributionWorkpapersin + returnfiled in thesame day3+ foreignbankaccountsMarriedFilingSeparatelyServerdown forover 1hourDinnerordermissed byrestaurantKristenwearsorangeSch Cdoumentationis all handwritten not onorganizer4+ SchC'sMovedpart waythroughthe yearClient tries totake ananimal as anexpenseSch C,Sch E,Sch FLives inforeigncountryHouseholdEmployee3statesHIResidentOver 50Diagnosticsto beclearedRyanwearspinkOver 20carryoversfrom 20206+K-1sCaraccident on1st &WashingtonMiles areSALY(becausethat makessense)You tell thejoke at theMondaymeetingClientsent in2020 TaxFormsSnows3+InchesClientsasks if wefiled theirextension2+InstallmentSalesTax owedover100kRefundover25kWatchesa cartheft65+ with adependentClient providesalldocumentation& organizer(NOQUESTIONS)AKResidentCatchColemanat hisdeskPPP Loanforgivenin 20212 SchC's + 2Sch E'sAGIover1MOver50k incharityExtensionpaymentover 100kIRA, SocialSecurity,CapGain/LossClientmad wefiled theirextensiomClient calls3+ times inthe samedayClient tells youwhy they wentto the ER fortheir medicalexpensesQualifiedCharitableDistributionWorkpapersin + returnfiled in thesame day3+ foreignbankaccountsMarriedFilingSeparatelyServerdown forover 1hourDinnerordermissed byrestaurantKristenwearsorangeSch Cdoumentationis all handwritten not onorganizer4+ SchC'sMovedpart waythroughthe yearClient tries totake ananimal as anexpenseSch C,Sch E,Sch FLives inforeigncountryHouseholdEmployee3statesHIResidentOver 50Diagnosticsto beclearedRyanwearspinkOver 20carryoversfrom 20206+K-1sCaraccident on1st &WashingtonMiles areSALY(becausethat makessense)

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.


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