PPP Loanforgivenin 2021Clientmad wefiled theirextensionOver50k incharitySch Cdoumentationis all handwritten not onorganizerDinnerordermissed byrestaurantMovedpart waythroughthe year4+ SchC'sExtensionpaymentover 100kWatchesa cartheftQualifiedCharitableDistributionRyanwearspinkHIResidentClientsasks if wefiled theirextensionSnows3+InchesClient tries totake ananimal as anexpenseOver 20carryoversfrom 2020Client calls3+ times inthe samedayAGIover1MClientsent in2020 TaxFormsHouseholdEmployeeIRA, SocialSecurity,CapGain/LossClient tells youwhy they wentto the ER fortheir medicalexpenses2+InstallmentSalesServerdown forover 1hourOver 50Diagnosticsto beclearedMarriedFilingSeparately65+ with adependentLives inforeigncountryRefundover25k6+K-1sYou tell thejoke at theMondaymeeting3states2 SchC's + 2Sch E'sTax owedover100kMiles areSALY(becausethat makessense)3+ foreignbankaccountsClient providesalldocumentation& organizer(NOQUESTIONS)Sch C,Sch E,Sch FCaraccident on1st &WashingtonAKResidentKristenwearsorangeCatchColemanat hisdeskWorkpapersin + returnfiled in thesame dayPPP Loanforgivenin 2021Clientmad wefiled theirextensionOver50k incharitySch Cdoumentationis all handwritten not onorganizerDinnerordermissed byrestaurantMovedpart waythroughthe year4+ SchC'sExtensionpaymentover 100kWatchesa cartheftQualifiedCharitableDistributionRyanwearspinkHIResidentClientsasks if wefiled theirextensionSnows3+InchesClient tries totake ananimal as anexpenseOver 20carryoversfrom 2020Client calls3+ times inthe samedayAGIover1MClientsent in2020 TaxFormsHouseholdEmployeeIRA, SocialSecurity,CapGain/LossClient tells youwhy they wentto the ER fortheir medicalexpenses2+InstallmentSalesServerdown forover 1hourOver 50Diagnosticsto beclearedMarriedFilingSeparately65+ with adependentLives inforeigncountryRefundover25k6+K-1sYou tell thejoke at theMondaymeeting3states2 SchC's + 2Sch E'sTax owedover100kMiles areSALY(becausethat makessense)3+ foreignbankaccountsClient providesalldocumentation& organizer(NOQUESTIONS)Sch C,Sch E,Sch FCaraccident on1st &WashingtonAKResidentKristenwearsorangeCatchColemanat hisdeskWorkpapersin + returnfiled in thesame day

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