2+InstallmentSales3+ foreignbankaccountsPPP Loanforgivenin 2021CatchColemanat hisdeskSch Cdoumentationis all handwritten not onorganizer6+K-1s4+ SchC'sRyanwearspinkMovedpart waythroughthe yearServerdown forover 1hourKristenwearsorangeClient tries totake ananimal as anexpense2 SchC's + 2Sch E'sClient providesalldocumentation& organizer(NOQUESTIONS)Miles areSALY(becausethat makessense)You tell thejoke at theMondaymeetingAKResidentClient tells youwhy they wentto the ER fortheir medicalexpensesClientsent in2020 TaxFormsSch C,Sch E,Sch FDinnerordermissed byrestaurantOver50k incharity65+ with adependentRefundover25kWatchesa cartheftTax owedover100kAGIover1MClientsasks if wefiled theirextensionSnows3+InchesOver 50Diagnosticsto beclearedWorkpapersin + returnfiled in thesame dayCaraccident on1st &WashingtonClientmad wefiled theirextensiomOver 20carryoversfrom 2020HouseholdEmployeeQualifiedCharitableDistributionHIResidentMarriedFilingSeparately3statesIRA, SocialSecurity,CapGain/LossExtensionpaymentover 100kLives inforeigncountryClient calls3+ times inthe sameday2+InstallmentSales3+ foreignbankaccountsPPP Loanforgivenin 2021CatchColemanat hisdeskSch Cdoumentationis all handwritten not onorganizer6+K-1s4+ SchC'sRyanwearspinkMovedpart waythroughthe yearServerdown forover 1hourKristenwearsorangeClient tries totake ananimal as anexpense2 SchC's + 2Sch E'sClient providesalldocumentation& organizer(NOQUESTIONS)Miles areSALY(becausethat makessense)You tell thejoke at theMondaymeetingAKResidentClient tells youwhy they wentto the ER fortheir medicalexpensesClientsent in2020 TaxFormsSch C,Sch E,Sch FDinnerordermissed byrestaurantOver50k incharity65+ with adependentRefundover25kWatchesa cartheftTax owedover100kAGIover1MClientsasks if wefiled theirextensionSnows3+InchesOver 50Diagnosticsto beclearedWorkpapersin + returnfiled in thesame dayCaraccident on1st &WashingtonClientmad wefiled theirextensiomOver 20carryoversfrom 2020HouseholdEmployeeQualifiedCharitableDistributionHIResidentMarriedFilingSeparately3statesIRA, SocialSecurity,CapGain/LossExtensionpaymentover 100kLives inforeigncountryClient calls3+ times inthe sameday

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