CatchColemanat hisdeskIRA, SocialSecurity,CapGain/LossClientsasks if wefiled theirextensionSnows3+InchesQualifiedCharitableDistributionAKResidentKristenwearsorangePPP Loanforgivenin 2021Extensionpaymentover 100k3+ foreignbankaccountsClientsent in2020 TaxFormsRefundover25k2 SchC's + 2Sch E's65+ with adependentMiles areSALY(becausethat makessense)Client tries totake ananimal as anexpense3statesSch C,Sch E,Sch FTax owedover100kHouseholdEmployeeClient tells youwhy they wentto the ER fortheir medicalexpensesWorkpapersin + returnfiled in thesame daySch Cdoumentationis all handwritten not onorganizerOver50k incharityCaraccident on1st &WashingtonMarriedFilingSeparatelyRyanwearspink2+InstallmentSalesClient calls3+ times inthe samedayClient providesalldocumentation& organizer(NOQUESTIONS)Clientmad wefiled theirextensiomMovedpart waythroughthe yearLives inforeigncountryDinnerordermissed byrestaurant6+K-1sAGIover1MWatchesa cartheftServerdown forover 1hourOver 20carryoversfrom 20204+ SchC'sHIResidentOver 50Diagnosticsto beclearedCatchColemanat hisdeskIRA, SocialSecurity,CapGain/LossClientsasks if wefiled theirextensionSnows3+InchesQualifiedCharitableDistributionAKResidentKristenwearsorangePPP Loanforgivenin 2021Extensionpaymentover 100k3+ foreignbankaccountsClientsent in2020 TaxFormsRefundover25k2 SchC's + 2Sch E's65+ with adependentMiles areSALY(becausethat makessense)Client tries totake ananimal as anexpense3statesSch C,Sch E,Sch FTax owedover100kHouseholdEmployeeClient tells youwhy they wentto the ER fortheir medicalexpensesWorkpapersin + returnfiled in thesame daySch Cdoumentationis all handwritten not onorganizerOver50k incharityCaraccident on1st &WashingtonMarriedFilingSeparatelyRyanwearspink2+InstallmentSalesClient calls3+ times inthe samedayClient providesalldocumentation& organizer(NOQUESTIONS)Clientmad wefiled theirextensiomMovedpart waythroughthe yearLives inforeigncountryDinnerordermissed byrestaurant6+K-1sAGIover1MWatchesa cartheftServerdown forover 1hourOver 20carryoversfrom 20204+ SchC'sHIResidentOver 50Diagnosticsto becleared

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