Client tries totake ananimal as anexpense2 SchC's + 2Sch E'sClient calls3+ times inthe samedayClientsent in2020 TaxFormsHIResidentLives inforeigncountry3+ foreignbankaccountsSch Cdoumentationis all handwritten not onorganizerExtensionpaymentover 100kSch C,Sch E,Sch FQualifiedCharitableDistribution65+ with adependentDinnerordermissed byrestaurantWatchesa cartheftRefundover25kClientmad wefiled theirextensionPPP Loanforgivenin 2021You tell thejoke at theMondaymeetingCatchColemanat hisdeskKristenwearsorangeClient tells youwhy they wentto the ER fortheir medicalexpensesOver 50Diagnosticsto beclearedAGIover1MMarriedFilingSeparatelyCaraccident on1st &WashingtonClient providesalldocumentation& organizer(NOQUESTIONS)2+InstallmentSalesServerdown forover 1hour4+ SchC'sOver50k incharityHouseholdEmployeeAKResidentMovedpart waythroughthe yearTax owedover100kClientsasks if wefiled theirextension6+K-1sOver 20carryoversfrom 2020Workpapersin + returnfiled in thesame dayIRA, SocialSecurity,CapGain/LossRyanwearspink3statesSnows3+InchesMiles areSALY(becausethat makessense)Client tries totake ananimal as anexpense2 SchC's + 2Sch E'sClient calls3+ times inthe samedayClientsent in2020 TaxFormsHIResidentLives inforeigncountry3+ foreignbankaccountsSch Cdoumentationis all handwritten not onorganizerExtensionpaymentover 100kSch C,Sch E,Sch FQualifiedCharitableDistribution65+ with adependentDinnerordermissed byrestaurantWatchesa cartheftRefundover25kClientmad wefiled theirextensionPPP Loanforgivenin 2021You tell thejoke at theMondaymeetingCatchColemanat hisdeskKristenwearsorangeClient tells youwhy they wentto the ER fortheir medicalexpensesOver 50Diagnosticsto beclearedAGIover1MMarriedFilingSeparatelyCaraccident on1st &WashingtonClient providesalldocumentation& organizer(NOQUESTIONS)2+InstallmentSalesServerdown forover 1hour4+ SchC'sOver50k incharityHouseholdEmployeeAKResidentMovedpart waythroughthe yearTax owedover100kClientsasks if wefiled theirextension6+K-1sOver 20carryoversfrom 2020Workpapersin + returnfiled in thesame dayIRA, SocialSecurity,CapGain/LossRyanwearspink3statesSnows3+InchesMiles areSALY(becausethat makessense)

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