Client providesalldocumentation& organizer(NOQUESTIONS)Serverdown forover 1hourDinnerordermissed byrestaurantSch C,Sch E,Sch FSnows3+InchesClientsent in2020 TaxFormsMarriedFilingSeparatelyWatchesa cartheftMiles areSALY(becausethat makessense)Client tells youwhy they wentto the ER fortheir medicalexpensesTax owedover100kWorkpapersin + returnfiled in thesame dayHouseholdEmployeeYou tell thejoke at theMondaymeetingOver 50Diagnosticsto beclearedKristenwearsorangeQualifiedCharitableDistributionClient calls3+ times inthe samedayRefundover25k6+K-1sLives inforeigncountry2 SchC's + 2Sch E's3statesMovedpart waythroughthe yearClientmad wefiled theirextensionPPP Loanforgivenin 2021AKResidentExtensionpaymentover 100kRyanwearspinkSch Cdoumentationis all handwritten not onorganizerCatchColemanat hisdeskOver50k incharityOver 20carryoversfrom 2020Caraccident on1st &Washington3+ foreignbankaccountsIRA, SocialSecurity,CapGain/LossAGIover1MClientsasks if wefiled theirextensionClient tries totake ananimal as anexpenseHIResident4+ SchC's65+ with adependent2+InstallmentSalesClient providesalldocumentation& organizer(NOQUESTIONS)Serverdown forover 1hourDinnerordermissed byrestaurantSch C,Sch E,Sch FSnows3+InchesClientsent in2020 TaxFormsMarriedFilingSeparatelyWatchesa cartheftMiles areSALY(becausethat makessense)Client tells youwhy they wentto the ER fortheir medicalexpensesTax owedover100kWorkpapersin + returnfiled in thesame dayHouseholdEmployeeYou tell thejoke at theMondaymeetingOver 50Diagnosticsto beclearedKristenwearsorangeQualifiedCharitableDistributionClient calls3+ times inthe samedayRefundover25k6+K-1sLives inforeigncountry2 SchC's + 2Sch E's3statesMovedpart waythroughthe yearClientmad wefiled theirextensionPPP Loanforgivenin 2021AKResidentExtensionpaymentover 100kRyanwearspinkSch Cdoumentationis all handwritten not onorganizerCatchColemanat hisdeskOver50k incharityOver 20carryoversfrom 2020Caraccident on1st &Washington3+ foreignbankaccountsIRA, SocialSecurity,CapGain/LossAGIover1MClientsasks if wefiled theirextensionClient tries totake ananimal as anexpenseHIResident4+ SchC's65+ with adependent2+InstallmentSales

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