65+ with adependentClientsasks if wefiled theirextensionOver 50Diagnosticsto becleared3statesClient calls3+ times inthe samedayHIResidentOver50k incharityClient providesalldocumentation& organizer(NOQUESTIONS)Watchesa cartheftPPP Loanforgivenin 2021HouseholdEmployeeMarriedFilingSeparatelyRyanwearspink2 SchC's + 2Sch E'sAKResident6+K-1sClient tells youwhy they wentto the ER fortheir medicalexpensesCaraccident on1st &WashingtonLives inforeigncountryQualifiedCharitableDistributionClientsent in2020 TaxForms4+ SchC'sClient tries totake ananimal as anexpense2+InstallmentSalesServerdown forover 1hourYou tell thejoke at theMondaymeetingKristenwearsorangeOver 20carryoversfrom 2020Clientmad wefiled theirextensionWorkpapersin + returnfiled in thesame dayMovedpart waythroughthe yearSch C,Sch E,Sch FIRA, SocialSecurity,CapGain/LossAGIover1MExtensionpaymentover 100kRefundover25kSnows3+InchesSch Cdoumentationis all handwritten not onorganizer3+ foreignbankaccountsTax owedover100kDinnerordermissed byrestaurantCatchColemanat hisdeskMiles areSALY(becausethat makessense)65+ with adependentClientsasks if wefiled theirextensionOver 50Diagnosticsto becleared3statesClient calls3+ times inthe samedayHIResidentOver50k incharityClient providesalldocumentation& organizer(NOQUESTIONS)Watchesa cartheftPPP Loanforgivenin 2021HouseholdEmployeeMarriedFilingSeparatelyRyanwearspink2 SchC's + 2Sch E'sAKResident6+K-1sClient tells youwhy they wentto the ER fortheir medicalexpensesCaraccident on1st &WashingtonLives inforeigncountryQualifiedCharitableDistributionClientsent in2020 TaxForms4+ SchC'sClient tries totake ananimal as anexpense2+InstallmentSalesServerdown forover 1hourYou tell thejoke at theMondaymeetingKristenwearsorangeOver 20carryoversfrom 2020Clientmad wefiled theirextensionWorkpapersin + returnfiled in thesame dayMovedpart waythroughthe yearSch C,Sch E,Sch FIRA, SocialSecurity,CapGain/LossAGIover1MExtensionpaymentover 100kRefundover25kSnows3+InchesSch Cdoumentationis all handwritten not onorganizer3+ foreignbankaccountsTax owedover100kDinnerordermissed byrestaurantCatchColemanat hisdeskMiles areSALY(becausethat makessense)

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