Refundover25kOver 20carryoversfrom 20204+ SchC'sClientsent in2020 TaxFormsQualifiedCharitableDistribution2+InstallmentSalesClient calls3+ times inthe samedayOver 50Diagnosticsto beclearedMovedpart waythroughthe year2 SchC's + 2Sch E'sYou tell thejoke at theMondaymeeting3+ foreignbankaccountsTax owedover100kCatchColemanat hisdeskClient tries totake ananimal as anexpenseDinnerordermissed byrestaurantSnows3+Inches65+ with adependentIRA, SocialSecurity,CapGain/LossHouseholdEmployeeClientmad wefiled theirextensionMarriedFilingSeparatelySch C,Sch E,Sch FOver50k incharity3states6+K-1sKristenwearsorangeExtensionpaymentover 100kHIResidentWatchesa cartheftClientsasks if wefiled theirextensionSch Cdoumentationis all handwritten not onorganizerAGIover1MPPP Loanforgivenin 2021RyanwearspinkServerdown forover 1hourLives inforeigncountryClient providesalldocumentation& organizer(NOQUESTIONS)Miles areSALY(becausethat makessense)Client tells youwhy they wentto the ER fortheir medicalexpensesWorkpapersin + returnfiled in thesame dayAKResidentCaraccident on1st &WashingtonRefundover25kOver 20carryoversfrom 20204+ SchC'sClientsent in2020 TaxFormsQualifiedCharitableDistribution2+InstallmentSalesClient calls3+ times inthe samedayOver 50Diagnosticsto beclearedMovedpart waythroughthe year2 SchC's + 2Sch E'sYou tell thejoke at theMondaymeeting3+ foreignbankaccountsTax owedover100kCatchColemanat hisdeskClient tries totake ananimal as anexpenseDinnerordermissed byrestaurantSnows3+Inches65+ with adependentIRA, SocialSecurity,CapGain/LossHouseholdEmployeeClientmad wefiled theirextensionMarriedFilingSeparatelySch C,Sch E,Sch FOver50k incharity3states6+K-1sKristenwearsorangeExtensionpaymentover 100kHIResidentWatchesa cartheftClientsasks if wefiled theirextensionSch Cdoumentationis all handwritten not onorganizerAGIover1MPPP Loanforgivenin 2021RyanwearspinkServerdown forover 1hourLives inforeigncountryClient providesalldocumentation& organizer(NOQUESTIONS)Miles areSALY(becausethat makessense)Client tells youwhy they wentto the ER fortheir medicalexpensesWorkpapersin + returnfiled in thesame dayAKResidentCaraccident on1st &Washington

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