Clientsent in2020 TaxFormsSnows3+Inches6+K-1s3+ foreignbankaccountsClient providesalldocumentation& organizer(NOQUESTIONS)2 SchC's + 2Sch E'sMovedpart waythroughthe yearLives inforeigncountryHIResident2+InstallmentSalesSch Cdoumentationis all handwritten not onorganizerQualifiedCharitableDistributionTax owedover100kClientmad wefiled theirextensionAGIover1M65+ with adependentDinnerordermissed byrestaurantMiles areSALY(becausethat makessense)Workpapersin + returnfiled in thesame dayOver 20carryoversfrom 2020Client calls3+ times inthe sameday3statesPPP Loanforgivenin 2021Extensionpaymentover 100kCatchColemanat hisdeskClientsasks if wefiled theirextensionAKResidentCaraccident on1st &WashingtonMarriedFilingSeparatelyOver 50Diagnosticsto beclearedSch C,Sch E,Sch FRefundover25kServerdown forover 1hourWatchesa cartheftClient tries totake ananimal as anexpenseClient tells youwhy they wentto the ER fortheir medicalexpensesKristenwearsorangeIRA, SocialSecurity,CapGain/Loss4+ SchC'sHouseholdEmployeeYou tell thejoke at theMondaymeetingRyanwearspinkOver50k incharityClientsent in2020 TaxFormsSnows3+Inches6+K-1s3+ foreignbankaccountsClient providesalldocumentation& organizer(NOQUESTIONS)2 SchC's + 2Sch E'sMovedpart waythroughthe yearLives inforeigncountryHIResident2+InstallmentSalesSch Cdoumentationis all handwritten not onorganizerQualifiedCharitableDistributionTax owedover100kClientmad wefiled theirextensionAGIover1M65+ with adependentDinnerordermissed byrestaurantMiles areSALY(becausethat makessense)Workpapersin + returnfiled in thesame dayOver 20carryoversfrom 2020Client calls3+ times inthe sameday3statesPPP Loanforgivenin 2021Extensionpaymentover 100kCatchColemanat hisdeskClientsasks if wefiled theirextensionAKResidentCaraccident on1st &WashingtonMarriedFilingSeparatelyOver 50Diagnosticsto beclearedSch C,Sch E,Sch FRefundover25kServerdown forover 1hourWatchesa cartheftClient tries totake ananimal as anexpenseClient tells youwhy they wentto the ER fortheir medicalexpensesKristenwearsorangeIRA, SocialSecurity,CapGain/Loss4+ SchC'sHouseholdEmployeeYou tell thejoke at theMondaymeetingRyanwearspinkOver50k incharity

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