Clientsent in2020 TaxFormsDinnerordermissed byrestaurantClient tells youwhy they wentto the ER fortheir medicalexpensesSch C,Sch E,Sch FWorkpapersin + returnfiled in thesame dayQualifiedCharitableDistributionCaraccident on1st &Washington3statesWatchesa cartheft6+K-1sLives inforeigncountryPPP Loanforgivenin 2021Clientsasks if wefiled theirextensionMarriedFilingSeparatelyRyanwearspinkKristenwearsorange4+ SchC'sHouseholdEmployeeServerdown forover 1hourMovedpart waythroughthe yearYou tell thejoke at theMondaymeetingClientmad wefiled theirextensionCatchColemanat hisdeskSch Cdoumentationis all handwritten not onorganizerHIResidentIRA, SocialSecurity,CapGain/LossOver 50Diagnosticsto beclearedAKResidentRefundover25kClient providesalldocumentation& organizer(NOQUESTIONS)Extensionpaymentover 100kClient calls3+ times inthe samedayClient tries totake ananimal as anexpenseOver50k incharity2 SchC's + 2Sch E'sOver 20carryoversfrom 20202+InstallmentSalesAGIover1MTax owedover100k3+ foreignbankaccountsMiles areSALY(becausethat makessense)65+ with adependentSnows3+InchesClientsent in2020 TaxFormsDinnerordermissed byrestaurantClient tells youwhy they wentto the ER fortheir medicalexpensesSch C,Sch E,Sch FWorkpapersin + returnfiled in thesame dayQualifiedCharitableDistributionCaraccident on1st &Washington3statesWatchesa cartheft6+K-1sLives inforeigncountryPPP Loanforgivenin 2021Clientsasks if wefiled theirextensionMarriedFilingSeparatelyRyanwearspinkKristenwearsorange4+ SchC'sHouseholdEmployeeServerdown forover 1hourMovedpart waythroughthe yearYou tell thejoke at theMondaymeetingClientmad wefiled theirextensionCatchColemanat hisdeskSch Cdoumentationis all handwritten not onorganizerHIResidentIRA, SocialSecurity,CapGain/LossOver 50Diagnosticsto beclearedAKResidentRefundover25kClient providesalldocumentation& organizer(NOQUESTIONS)Extensionpaymentover 100kClient calls3+ times inthe samedayClient tries totake ananimal as anexpenseOver50k incharity2 SchC's + 2Sch E'sOver 20carryoversfrom 20202+InstallmentSalesAGIover1MTax owedover100k3+ foreignbankaccountsMiles areSALY(becausethat makessense)65+ with adependentSnows3+Inches

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