Clientsasks if wefiled theirextensionIRA, SocialSecurity,CapGain/LossMovedpart waythroughthe yearOver 20carryoversfrom 2020Caraccident on1st &WashingtonMiles areSALY(becausethat makessense)CatchColemanat hisdeskAGIover1MOver50k incharity65+ with adependentExtensionpaymentover 100kHouseholdEmployeeClient providesalldocumentation& organizer(NOQUESTIONS)Tax owedover100kLives inforeigncountry4+ SchC'sClientsent in2020 TaxFormsClient calls3+ times inthe samedaySch Cdoumentationis all handwritten not onorganizerAKResidentOver 50Diagnosticsto beclearedDinnerordermissed byrestaurantMarriedFilingSeparately6+K-1sSnows3+Inches3+ foreignbankaccountsWatchesa cartheftHIResidentQualifiedCharitableDistribution2 SchC's + 2Sch E'sRyanwearspinkKristenwearsorangePPP Loanforgivenin 2021Client tells youwhy they wentto the ER fortheir medicalexpensesSch C,Sch E,Sch FWorkpapersin + returnfiled in thesame dayClientmad wefiled theirextensiomServerdown forover 1hour3statesRefundover25kClient tries totake ananimal as anexpense2+InstallmentSalesClientsasks if wefiled theirextensionIRA, SocialSecurity,CapGain/LossMovedpart waythroughthe yearOver 20carryoversfrom 2020Caraccident on1st &WashingtonMiles areSALY(becausethat makessense)CatchColemanat hisdeskAGIover1MOver50k incharity65+ with adependentExtensionpaymentover 100kHouseholdEmployeeClient providesalldocumentation& organizer(NOQUESTIONS)Tax owedover100kLives inforeigncountry4+ SchC'sClientsent in2020 TaxFormsClient calls3+ times inthe samedaySch Cdoumentationis all handwritten not onorganizerAKResidentOver 50Diagnosticsto beclearedDinnerordermissed byrestaurantMarriedFilingSeparately6+K-1sSnows3+Inches3+ foreignbankaccountsWatchesa cartheftHIResidentQualifiedCharitableDistribution2 SchC's + 2Sch E'sRyanwearspinkKristenwearsorangePPP Loanforgivenin 2021Client tells youwhy they wentto the ER fortheir medicalexpensesSch C,Sch E,Sch FWorkpapersin + returnfiled in thesame dayClientmad wefiled theirextensiomServerdown forover 1hour3statesRefundover25kClient tries totake ananimal as anexpense2+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. Clients asks if we filed their extension
  2. IRA, Social Security, Cap Gain/Loss
  3. Moved part way through the year
  4. Over 20 carryovers from 2020
  5. Car accident on 1st & Washington
  6. Miles are SALY (because that makes sense)
  7. Catch Coleman at his desk
  8. AGI over 1M
  9. Over 50k in charity
  10. 65+ with a dependent
  11. Extension payment over 100k
  12. Household Employee
  13. Client provides all documentation & organizer (NO QUESTIONS)
  14. Tax owed over 100k
  15. Lives in foreign country
  16. 4+ Sch C's
  17. Client sent in 2020 Tax Forms
  18. Client calls 3+ times in the same day
  19. Sch C doumentation is all hand written not on organizer
  20. AK Resident
  21. Over 50 Diagnostics to be cleared
  22. Dinner order missed by restaurant
  23. Married Filing Separately
  24. 6+ K-1s
  25. Snows 3+ Inches
  26. 3+ foreign bank accounts
  27. Watches a car theft
  28. HI Resident
  29. Qualified Charitable Distribution
  30. 2 Sch C's + 2 Sch E's
  31. Ryan wears pink
  32. Kristen wears orange
  33. PPP Loan forgiven in 2021
  34. Client tells you why they went to the ER for their medical expenses
  35. Sch C, Sch E, Sch F
  36. Workpapers in + return filed in the same day
  37. Client mad we filed their extensiom
  38. Server down for over 1 hour
  39. 3 states
  40. Refund over 25k
  41. Client tries to take an animal as an expense
  42. 2+ Installment Sales