Client providesalldocumentation& organizer(NOQUESTIONS)Caraccident on1st &WashingtonTax owedover100kSnows3+InchesWatchesa cartheft3statesIRA, SocialSecurity,CapGain/Loss4+ SchC's2 SchC's + 2Sch E'sHIResidentSch C,Sch E,Sch FExtensionpaymentover 100kQualifiedCharitableDistributionSch Cdoumentationis all handwritten not onorganizerCatchColemanat hisdeskAKResidentClient tells youwhy they wentto the ER fortheir medicalexpenses6+K-1sPPP Loanforgivenin 2021Client tries totake ananimal as anexpenseMarriedFilingSeparatelyHouseholdEmployeeClientsent in2020 TaxFormsOver50k incharityServerdown forover 1hourOver 50Diagnosticsto beclearedMovedpart waythroughthe yearWorkpapersin + returnfiled in thesame dayYou tell thejoke at theMondaymeeting65+ with adependentLives inforeigncountryAGIover1MMiles areSALY(becausethat makessense)RyanwearspinkDinnerordermissed byrestaurantClient calls3+ times inthe sameday3+ foreignbankaccountsClientsasks if wefiled theirextension2+InstallmentSalesKristenwearsorangeClientmad wefiled theirextensionOver 20carryoversfrom 2020Refundover25kClient providesalldocumentation& organizer(NOQUESTIONS)Caraccident on1st &WashingtonTax owedover100kSnows3+InchesWatchesa cartheft3statesIRA, SocialSecurity,CapGain/Loss4+ SchC's2 SchC's + 2Sch E'sHIResidentSch C,Sch E,Sch FExtensionpaymentover 100kQualifiedCharitableDistributionSch Cdoumentationis all handwritten not onorganizerCatchColemanat hisdeskAKResidentClient tells youwhy they wentto the ER fortheir medicalexpenses6+K-1sPPP Loanforgivenin 2021Client tries totake ananimal as anexpenseMarriedFilingSeparatelyHouseholdEmployeeClientsent in2020 TaxFormsOver50k incharityServerdown forover 1hourOver 50Diagnosticsto beclearedMovedpart waythroughthe yearWorkpapersin + returnfiled in thesame dayYou tell thejoke at theMondaymeeting65+ with adependentLives inforeigncountryAGIover1MMiles areSALY(becausethat makessense)RyanwearspinkDinnerordermissed byrestaurantClient calls3+ times inthe sameday3+ foreignbankaccountsClientsasks if wefiled theirextension2+InstallmentSalesKristenwearsorangeClientmad wefiled theirextensionOver 20carryoversfrom 2020Refundover25k

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