Movedpart waythroughthe yearClientsasks if wefiled theirextensionMiles areSALY(becausethat makessense)Sch C,Sch E,Sch FClientmad wefiled theirextensiomCatchColemanat hisdesk6+K-1sWatchesa cartheftIRA, SocialSecurity,CapGain/Loss65+ with adependentAKResidentOver 20carryoversfrom 2020RyanwearspinkClient tries totake ananimal as anexpenseKristenwearsorangeSch Cdoumentationis all handwritten not onorganizerTax owedover100k3statesOver50k incharityPPP Loanforgivenin 2021Refundover25kSnows3+InchesWorkpapersin + returnfiled in thesame dayExtensionpaymentover 100k2 SchC's + 2Sch E'sClient calls3+ times inthe samedayDinnerordermissed byrestaurantHIResident3+ foreignbankaccountsClientsent in2020 TaxFormsHouseholdEmployeeAGIover1MCaraccident on1st &Washington4+ SchC'sClient providesalldocumentation& organizer(NOQUESTIONS)Serverdown forover 1hourClient tells youwhy they wentto the ER fortheir medicalexpensesQualifiedCharitableDistributionMarriedFilingSeparatelyLives inforeigncountryOver 50Diagnosticsto becleared2+InstallmentSalesMovedpart waythroughthe yearClientsasks if wefiled theirextensionMiles areSALY(becausethat makessense)Sch C,Sch E,Sch FClientmad wefiled theirextensiomCatchColemanat hisdesk6+K-1sWatchesa cartheftIRA, SocialSecurity,CapGain/Loss65+ with adependentAKResidentOver 20carryoversfrom 2020RyanwearspinkClient tries totake ananimal as anexpenseKristenwearsorangeSch Cdoumentationis all handwritten not onorganizerTax owedover100k3statesOver50k incharityPPP Loanforgivenin 2021Refundover25kSnows3+InchesWorkpapersin + returnfiled in thesame dayExtensionpaymentover 100k2 SchC's + 2Sch E'sClient calls3+ times inthe samedayDinnerordermissed byrestaurantHIResident3+ foreignbankaccountsClientsent in2020 TaxFormsHouseholdEmployeeAGIover1MCaraccident on1st &Washington4+ SchC'sClient providesalldocumentation& organizer(NOQUESTIONS)Serverdown forover 1hourClient tells youwhy they wentto the ER fortheir medicalexpensesQualifiedCharitableDistributionMarriedFilingSeparatelyLives inforeigncountryOver 50Diagnosticsto becleared2+InstallmentSales

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