Client tries totake ananimal as anexpenseWatchesa cartheftRefundover25kSch C,Sch E,Sch FSch Cdoumentationis all handwritten not onorganizerWorkpapersin + returnfiled in thesame dayAGIover1MYou tell thejoke at theMondaymeeting3+ foreignbankaccountsIRA, SocialSecurity,CapGain/LossPPP Loanforgivenin 2021Clientsent in2020 TaxFormsDinnerordermissed byrestaurant6+K-1sHouseholdEmployeeClient providesalldocumentation& organizer(NOQUESTIONS)Over 20carryoversfrom 2020HIResidentCaraccident on1st &WashingtonCatchColemanat hisdeskOver 50Diagnosticsto beclearedServerdown forover 1hourRyanwearspinkClient calls3+ times inthe samedayQualifiedCharitableDistribution2+InstallmentSalesClient tells youwhy they wentto the ER fortheir medicalexpensesKristenwearsorangeSnows3+Inches65+ with adependent3statesMarriedFilingSeparatelyMovedpart waythroughthe yearExtensionpaymentover 100kMiles areSALY(becausethat makessense)Clientsasks if wefiled theirextension2 SchC's + 2Sch E'sTax owedover100k4+ SchC'sLives inforeigncountryOver50k incharityAKResidentClientmad wefiled theirextensiomClient tries totake ananimal as anexpenseWatchesa cartheftRefundover25kSch C,Sch E,Sch FSch Cdoumentationis all handwritten not onorganizerWorkpapersin + returnfiled in thesame dayAGIover1MYou tell thejoke at theMondaymeeting3+ foreignbankaccountsIRA, SocialSecurity,CapGain/LossPPP Loanforgivenin 2021Clientsent in2020 TaxFormsDinnerordermissed byrestaurant6+K-1sHouseholdEmployeeClient providesalldocumentation& organizer(NOQUESTIONS)Over 20carryoversfrom 2020HIResidentCaraccident on1st &WashingtonCatchColemanat hisdeskOver 50Diagnosticsto beclearedServerdown forover 1hourRyanwearspinkClient calls3+ times inthe samedayQualifiedCharitableDistribution2+InstallmentSalesClient tells youwhy they wentto the ER fortheir medicalexpensesKristenwearsorangeSnows3+Inches65+ with adependent3statesMarriedFilingSeparatelyMovedpart waythroughthe yearExtensionpaymentover 100kMiles areSALY(becausethat makessense)Clientsasks if wefiled theirextension2 SchC's + 2Sch E'sTax owedover100k4+ SchC'sLives inforeigncountryOver50k incharityAKResidentClientmad wefiled theirextensiom

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