AGIover1MPPP Loanforgivenin 2021Extensionpaymentover 100kDinnerordermissed byrestaurantCaraccident on1st &WashingtonClientsent in2020 TaxForms3statesMovedpart waythroughthe yearClient providesalldocumentation& organizer(NOQUESTIONS)HouseholdEmployeeMarriedFilingSeparately2+InstallmentSalesWorkpapersin + returnfiled in thesame dayMiles areSALY(becausethat makessense)Client tries totake ananimal as anexpenseSch C,Sch E,Sch FOver 20carryoversfrom 2020Serverdown forover 1hourRefundover25k6+K-1sTax owedover100k3+ foreignbankaccountsIRA, SocialSecurity,CapGain/LossYou tell thejoke at theMondaymeetingQualifiedCharitableDistributionClient calls3+ times inthe samedayOver50k incharityHIResidentSnows3+InchesClient tells youwhy they wentto the ER fortheir medicalexpensesClientsasks if wefiled theirextensionAKResident2 SchC's + 2Sch E'sRyanwearspinkWatchesa cartheftCatchColemanat hisdeskOver 50Diagnosticsto beclearedLives inforeigncountryClientmad wefiled theirextensionSch Cdoumentationis all handwritten not onorganizer65+ with adependent4+ SchC'sKristenwearsorangeAGIover1MPPP Loanforgivenin 2021Extensionpaymentover 100kDinnerordermissed byrestaurantCaraccident on1st &WashingtonClientsent in2020 TaxForms3statesMovedpart waythroughthe yearClient providesalldocumentation& organizer(NOQUESTIONS)HouseholdEmployeeMarriedFilingSeparately2+InstallmentSalesWorkpapersin + returnfiled in thesame dayMiles areSALY(becausethat makessense)Client tries totake ananimal as anexpenseSch C,Sch E,Sch FOver 20carryoversfrom 2020Serverdown forover 1hourRefundover25k6+K-1sTax owedover100k3+ foreignbankaccountsIRA, SocialSecurity,CapGain/LossYou tell thejoke at theMondaymeetingQualifiedCharitableDistributionClient calls3+ times inthe samedayOver50k incharityHIResidentSnows3+InchesClient tells youwhy they wentto the ER fortheir medicalexpensesClientsasks if wefiled theirextensionAKResident2 SchC's + 2Sch E'sRyanwearspinkWatchesa cartheftCatchColemanat hisdeskOver 50Diagnosticsto beclearedLives inforeigncountryClientmad wefiled theirextensionSch Cdoumentationis all handwritten not onorganizer65+ with adependent4+ SchC'sKristenwearsorange

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