Clientmad wefiled theirextensiom3+ foreignbankaccountsLives inforeigncountryOver 50Diagnosticsto beclearedOver50k incharitySch Cdoumentationis all handwritten not onorganizerClientsent in2020 TaxFormsClient calls3+ times inthe samedayHouseholdEmployeeKristenwearsorangeWatchesa cartheftIRA, SocialSecurity,CapGain/LossMarriedFilingSeparatelyHIResidentClient tells youwhy they wentto the ER fortheir medicalexpensesMovedpart waythroughthe yearAGIover1MQualifiedCharitableDistributionRefundover25kSnows3+InchesCaraccident on1st &WashingtonSch C,Sch E,Sch F4+ SchC'sClient tries totake ananimal as anexpenseOver 20carryoversfrom 202065+ with adependentClientsasks if wefiled theirextension3statesClient providesalldocumentation& organizer(NOQUESTIONS)Dinnerordermissed byrestaurantCatchColemanat hisdesk2+InstallmentSalesServerdown forover 1hourRyanwearspinkExtensionpaymentover 100kWorkpapersin + returnfiled in thesame day6+K-1sPPP Loanforgivenin 2021AKResidentMiles areSALY(becausethat makessense)Tax owedover100k2 SchC's + 2Sch E'sClientmad wefiled theirextensiom3+ foreignbankaccountsLives inforeigncountryOver 50Diagnosticsto beclearedOver50k incharitySch Cdoumentationis all handwritten not onorganizerClientsent in2020 TaxFormsClient calls3+ times inthe samedayHouseholdEmployeeKristenwearsorangeWatchesa cartheftIRA, SocialSecurity,CapGain/LossMarriedFilingSeparatelyHIResidentClient tells youwhy they wentto the ER fortheir medicalexpensesMovedpart waythroughthe yearAGIover1MQualifiedCharitableDistributionRefundover25kSnows3+InchesCaraccident on1st &WashingtonSch C,Sch E,Sch F4+ SchC'sClient tries totake ananimal as anexpenseOver 20carryoversfrom 202065+ with adependentClientsasks if wefiled theirextension3statesClient providesalldocumentation& organizer(NOQUESTIONS)Dinnerordermissed byrestaurantCatchColemanat hisdesk2+InstallmentSalesServerdown forover 1hourRyanwearspinkExtensionpaymentover 100kWorkpapersin + returnfiled in thesame day6+K-1sPPP Loanforgivenin 2021AKResidentMiles areSALY(becausethat makessense)Tax owedover100k2 SchC's + 2Sch E's

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.


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