2 SchC's + 2Sch E's6+K-1sClientsasks if wefiled theirextensionRyanwearspinkYou tell thejoke at theMondaymeetingClient tells youwhy they wentto the ER fortheir medicalexpensesMiles areSALY(becausethat makessense)PPP Loanforgivenin 2021Clientmad wefiled theirextensionCaraccident on1st &WashingtonAGIover1MSch Cdoumentationis all handwritten not onorganizerIRA, SocialSecurity,CapGain/LossClientsent in2020 TaxFormsKristenwearsorangeHIResidentServerdown forover 1hourClient calls3+ times inthe samedayDinnerordermissed byrestaurant3states2+InstallmentSales3+ foreignbankaccountsSnows3+InchesMovedpart waythroughthe year65+ with adependentQualifiedCharitableDistributionSch C,Sch E,Sch FOver50k incharityAKResidentLives inforeigncountryOver 50Diagnosticsto beclearedRefundover25kOver 20carryoversfrom 2020Client tries totake ananimal as anexpenseWatchesa cartheftMarriedFilingSeparatelyWorkpapersin + returnfiled in thesame dayTax owedover100kExtensionpaymentover 100kCatchColemanat hisdeskClient providesalldocumentation& organizer(NOQUESTIONS)4+ SchC'sHouseholdEmployee2 SchC's + 2Sch E's6+K-1sClientsasks if wefiled theirextensionRyanwearspinkYou tell thejoke at theMondaymeetingClient tells youwhy they wentto the ER fortheir medicalexpensesMiles areSALY(becausethat makessense)PPP Loanforgivenin 2021Clientmad wefiled theirextensionCaraccident on1st &WashingtonAGIover1MSch Cdoumentationis all handwritten not onorganizerIRA, SocialSecurity,CapGain/LossClientsent in2020 TaxFormsKristenwearsorangeHIResidentServerdown forover 1hourClient calls3+ times inthe samedayDinnerordermissed byrestaurant3states2+InstallmentSales3+ foreignbankaccountsSnows3+InchesMovedpart waythroughthe year65+ with adependentQualifiedCharitableDistributionSch C,Sch E,Sch FOver50k incharityAKResidentLives inforeigncountryOver 50Diagnosticsto beclearedRefundover25kOver 20carryoversfrom 2020Client tries totake ananimal as anexpenseWatchesa cartheftMarriedFilingSeparatelyWorkpapersin + returnfiled in thesame dayTax owedover100kExtensionpaymentover 100kCatchColemanat hisdeskClient providesalldocumentation& organizer(NOQUESTIONS)4+ SchC'sHouseholdEmployee

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