Watchesa cartheft65+ with adependentSch C,Sch E,Sch FAGIover1MWorkpapersin + returnfiled in thesame dayClient providesalldocumentation& organizer(NOQUESTIONS)6+K-1sClientsent in2020 TaxFormsClient tells youwhy they wentto the ER fortheir medicalexpensesRyanwearspinkAKResident3+ foreignbankaccountsIRA, SocialSecurity,CapGain/Loss2 SchC's + 2Sch E's2+InstallmentSalesRefundover25kSch Cdoumentationis all handwritten not onorganizerMiles areSALY(becausethat makessense)Clientsasks if wefiled theirextensionKristenwearsorangePPP Loanforgivenin 2021Snows3+InchesTax owedover100kOver50k incharity4+ SchC'sHIResidentClient calls3+ times inthe samedayMarriedFilingSeparatelyDinnerordermissed byrestaurantServerdown forover 1hourClient tries totake ananimal as anexpenseHouseholdEmployeeCatchColemanat hisdeskMovedpart waythroughthe yearExtensionpaymentover 100k3statesCaraccident on1st &WashingtonQualifiedCharitableDistributionOver 20carryoversfrom 2020You tell thejoke at theMondaymeetingOver 50Diagnosticsto beclearedLives inforeigncountryClientmad wefiled theirextensionWatchesa cartheft65+ with adependentSch C,Sch E,Sch FAGIover1MWorkpapersin + returnfiled in thesame dayClient providesalldocumentation& organizer(NOQUESTIONS)6+K-1sClientsent in2020 TaxFormsClient tells youwhy they wentto the ER fortheir medicalexpensesRyanwearspinkAKResident3+ foreignbankaccountsIRA, SocialSecurity,CapGain/Loss2 SchC's + 2Sch E's2+InstallmentSalesRefundover25kSch Cdoumentationis all handwritten not onorganizerMiles areSALY(becausethat makessense)Clientsasks if wefiled theirextensionKristenwearsorangePPP Loanforgivenin 2021Snows3+InchesTax owedover100kOver50k incharity4+ SchC'sHIResidentClient calls3+ times inthe samedayMarriedFilingSeparatelyDinnerordermissed byrestaurantServerdown forover 1hourClient tries totake ananimal as anexpenseHouseholdEmployeeCatchColemanat hisdeskMovedpart waythroughthe yearExtensionpaymentover 100k3statesCaraccident on1st &WashingtonQualifiedCharitableDistributionOver 20carryoversfrom 2020You tell thejoke at theMondaymeetingOver 50Diagnosticsto beclearedLives inforeigncountryClientmad wefiled theirextension

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