Dinnerordermissed byrestaurantCatchColemanat hisdeskSnows3+InchesSch C,Sch E,Sch FClientsasks if wefiled theirextensionClientsent in2020 TaxFormsLives inforeigncountryCaraccident on1st &WashingtonAGIover1MServerdown forover 1hour4+ SchC'sClient providesalldocumentation& organizer(NOQUESTIONS)65+ with adependentTax owedover100kWatchesa cartheft3states2+InstallmentSales6+K-1sAKResidentClient calls3+ times inthe samedayMovedpart waythroughthe yearOver 50Diagnosticsto beclearedPPP Loanforgivenin 2021Clientmad wefiled theirextensionExtensionpaymentover 100kOver50k incharityIRA, SocialSecurity,CapGain/LossRefundover25kClient tells youwhy they wentto the ER fortheir medicalexpenses3+ foreignbankaccountsHouseholdEmployeeOver 20carryoversfrom 2020Miles areSALY(becausethat makessense)MarriedFilingSeparatelyYou tell thejoke at theMondaymeetingSch Cdoumentationis all handwritten not onorganizerKristenwearsorange2 SchC's + 2Sch E'sQualifiedCharitableDistributionWorkpapersin + returnfiled in thesame dayClient tries totake ananimal as anexpenseRyanwearspinkHIResidentDinnerordermissed byrestaurantCatchColemanat hisdeskSnows3+InchesSch C,Sch E,Sch FClientsasks if wefiled theirextensionClientsent in2020 TaxFormsLives inforeigncountryCaraccident on1st &WashingtonAGIover1MServerdown forover 1hour4+ SchC'sClient providesalldocumentation& organizer(NOQUESTIONS)65+ with adependentTax owedover100kWatchesa cartheft3states2+InstallmentSales6+K-1sAKResidentClient calls3+ times inthe samedayMovedpart waythroughthe yearOver 50Diagnosticsto beclearedPPP Loanforgivenin 2021Clientmad wefiled theirextensionExtensionpaymentover 100kOver50k incharityIRA, SocialSecurity,CapGain/LossRefundover25kClient tells youwhy they wentto the ER fortheir medicalexpenses3+ foreignbankaccountsHouseholdEmployeeOver 20carryoversfrom 2020Miles areSALY(becausethat makessense)MarriedFilingSeparatelyYou tell thejoke at theMondaymeetingSch Cdoumentationis all handwritten not onorganizerKristenwearsorange2 SchC's + 2Sch E'sQualifiedCharitableDistributionWorkpapersin + returnfiled in thesame dayClient tries totake ananimal as anexpenseRyanwearspinkHIResident

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