CatchColemanat hisdeskHIResidentQualifiedCharitableDistributionClientsasks if wefiled theirextensionClient tells youwhy they wentto the ER fortheir medicalexpenses4+ SchC'sMiles areSALY(becausethat makessense)IRA, SocialSecurity,CapGain/LossHouseholdEmployeeClientsent in2020 TaxFormsWorkpapersin + returnfiled in thesame daySch Cdoumentationis all handwritten not onorganizerMovedpart waythroughthe yearLives inforeigncountry3states2+InstallmentSalesOver50k incharityClientmad wefiled theirextensiomSnows3+InchesAGIover1MClient calls3+ times inthe samedayMarriedFilingSeparatelyOver 20carryoversfrom 2020Ryanwearspink65+ with adependent6+K-1s2 SchC's + 2Sch E'sDinnerordermissed byrestaurantTax owedover100kClient providesalldocumentation& organizer(NOQUESTIONS)Watchesa cartheftKristenwearsorangeAKResidentCaraccident on1st &Washington3+ foreignbankaccountsExtensionpaymentover 100kPPP Loanforgivenin 2021Sch C,Sch E,Sch FOver 50Diagnosticsto beclearedClient tries totake ananimal as anexpenseServerdown forover 1hourRefundover25kCatchColemanat hisdeskHIResidentQualifiedCharitableDistributionClientsasks if wefiled theirextensionClient tells youwhy they wentto the ER fortheir medicalexpenses4+ SchC'sMiles areSALY(becausethat makessense)IRA, SocialSecurity,CapGain/LossHouseholdEmployeeClientsent in2020 TaxFormsWorkpapersin + returnfiled in thesame daySch Cdoumentationis all handwritten not onorganizerMovedpart waythroughthe yearLives inforeigncountry3states2+InstallmentSalesOver50k incharityClientmad wefiled theirextensiomSnows3+InchesAGIover1MClient calls3+ times inthe samedayMarriedFilingSeparatelyOver 20carryoversfrom 2020Ryanwearspink65+ with adependent6+K-1s2 SchC's + 2Sch E'sDinnerordermissed byrestaurantTax owedover100kClient providesalldocumentation& organizer(NOQUESTIONS)Watchesa cartheftKristenwearsorangeAKResidentCaraccident on1st &Washington3+ foreignbankaccountsExtensionpaymentover 100kPPP Loanforgivenin 2021Sch C,Sch E,Sch FOver 50Diagnosticsto beclearedClient tries totake ananimal as anexpenseServerdown forover 1hourRefundover25k

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