Client tries totake ananimal as anexpenseLives inforeigncountryAGIover1MPPP Loanforgivenin 2021Caraccident on1st &WashingtonClientsasks if wefiled theirextensionClient tells youwhy they wentto the ER fortheir medicalexpensesSch C,Sch E,Sch FWorkpapersin + returnfiled in thesame daySnows3+InchesKristenwearsorangeAKResidentClientsent in2020 TaxFormsMiles areSALY(becausethat makessense)Tax owedover100k3+ foreignbankaccounts6+K-1sCatchColemanat hisdeskHIResidentIRA, SocialSecurity,CapGain/LossExtensionpaymentover 100kClient calls3+ times inthe sameday2 SchC's + 2Sch E'sOver 50Diagnosticsto becleared3statesMovedpart waythroughthe yearMarriedFilingSeparatelyRyanwearspinkSch Cdoumentationis all handwritten not onorganizerOver50k incharity65+ with adependentRefundover25kServerdown forover 1hourWatchesa cartheftClientmad wefiled theirextension2+InstallmentSalesOver 20carryoversfrom 2020Client providesalldocumentation& organizer(NOQUESTIONS)HouseholdEmployeeQualifiedCharitableDistribution4+ SchC'sYou tell thejoke at theMondaymeetingDinnerordermissed byrestaurantClient tries totake ananimal as anexpenseLives inforeigncountryAGIover1MPPP Loanforgivenin 2021Caraccident on1st &WashingtonClientsasks if wefiled theirextensionClient tells youwhy they wentto the ER fortheir medicalexpensesSch C,Sch E,Sch FWorkpapersin + returnfiled in thesame daySnows3+InchesKristenwearsorangeAKResidentClientsent in2020 TaxFormsMiles areSALY(becausethat makessense)Tax owedover100k3+ foreignbankaccounts6+K-1sCatchColemanat hisdeskHIResidentIRA, SocialSecurity,CapGain/LossExtensionpaymentover 100kClient calls3+ times inthe sameday2 SchC's + 2Sch E'sOver 50Diagnosticsto becleared3statesMovedpart waythroughthe yearMarriedFilingSeparatelyRyanwearspinkSch Cdoumentationis all handwritten not onorganizerOver50k incharity65+ with adependentRefundover25kServerdown forover 1hourWatchesa cartheftClientmad wefiled theirextension2+InstallmentSalesOver 20carryoversfrom 2020Client providesalldocumentation& organizer(NOQUESTIONS)HouseholdEmployeeQualifiedCharitableDistribution4+ SchC'sYou tell thejoke at theMondaymeetingDinnerordermissed byrestaurant

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