Client tries totake ananimal as anexpenseTax owedover100kMiles areSALY(becausethat makessense)Refundover25kIRA, SocialSecurity,CapGain/LossClientsasks if wefiled theirextension3+ foreignbankaccountsWatchesa cartheft65+ with adependent6+K-1s3statesAGIover1MCaraccident on1st &Washington4+ SchC'sExtensionpaymentover 100kMarriedFilingSeparatelySch C,Sch E,Sch FCatchColemanat hisdeskWorkpapersin + returnfiled in thesame dayQualifiedCharitableDistributionPPP Loanforgivenin 2021Dinnerordermissed byrestaurantHIResidentSch Cdoumentationis all handwritten not onorganizerClient tells youwhy they wentto the ER fortheir medicalexpensesHouseholdEmployeeClient calls3+ times inthe samedaySnows3+InchesLives inforeigncountryOver 20carryoversfrom 2020Clientsent in2020 TaxFormsClientmad wefiled theirextensiom2 SchC's + 2Sch E'sAKResidentOver50k incharityServerdown forover 1hour2+InstallmentSalesOver 50Diagnosticsto beclearedRyanwearspinkKristenwearsorangeClient providesalldocumentation& organizer(NOQUESTIONS)Movedpart waythroughthe yearClient tries totake ananimal as anexpenseTax owedover100kMiles areSALY(becausethat makessense)Refundover25kIRA, SocialSecurity,CapGain/LossClientsasks if wefiled theirextension3+ foreignbankaccountsWatchesa cartheft65+ with adependent6+K-1s3statesAGIover1MCaraccident on1st &Washington4+ SchC'sExtensionpaymentover 100kMarriedFilingSeparatelySch C,Sch E,Sch FCatchColemanat hisdeskWorkpapersin + returnfiled in thesame dayQualifiedCharitableDistributionPPP Loanforgivenin 2021Dinnerordermissed byrestaurantHIResidentSch Cdoumentationis all handwritten not onorganizerClient tells youwhy they wentto the ER fortheir medicalexpensesHouseholdEmployeeClient calls3+ times inthe samedaySnows3+InchesLives inforeigncountryOver 20carryoversfrom 2020Clientsent in2020 TaxFormsClientmad wefiled theirextensiom2 SchC's + 2Sch E'sAKResidentOver50k incharityServerdown forover 1hour2+InstallmentSalesOver 50Diagnosticsto beclearedRyanwearspinkKristenwearsorangeClient providesalldocumentation& organizer(NOQUESTIONS)Movedpart waythroughthe year

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