Documentationis all handwrittenDeliveryof taxdocs in aboxTax Formsstapled toorganizerpageClientsasks if wefiled theirextensionJennaecomesback!!!Client asksfor a copyof 2022returnBlankorganizerreturnedLearnnew taxconceptTax/WorkDreamJames'sdoor openwhenneeded.NoCorrectionson review!Over 20calls inone dayReceivedsignedEngagementletterClient tries totake ananimal as anexpenseDeliberateSunshineon yourfaceSURPRISE!Kid'sReturnClient callswith anURGENTmatter that isnot urgentMFSReturn3rdrequestfororganizerClient tellsyou why theyhad medicalexpensesClientmad wefiled theirextensiomSomeonetells you "Ineedcoffee"Tax formsmixedwithorganizer4+W2'sDonationreceiptswithoutamountsAGIover$450K2021amendedEasyClient!AGIover1MItemizedDeductionsRyanwearspinkAngryphonecallCatchColemanat hisdeskClientwrites"???" foran answerKristenwearsorangeRerun inthe samedayENDLESS(50+)receiptsClientasks ifreturn isdoneRefundover25kClient calls3+ times inthe samedayInstallmentagreementrequestTax owedover100kHOHReturnDocumentationis all handwrittenDeliveryof taxdocs in aboxTax Formsstapled toorganizerpageClientsasks if wefiled theirextensionJennaecomesback!!!Client asksfor a copyof 2022returnBlankorganizerreturnedLearnnew taxconceptTax/WorkDreamJames'sdoor openwhenneeded.NoCorrectionson review!Over 20calls inone dayReceivedsignedEngagementletterClient tries totake ananimal as anexpenseDeliberateSunshineon yourfaceSURPRISE!Kid'sReturnClient callswith anURGENTmatter that isnot urgentMFSReturn3rdrequestfororganizerClient tellsyou why theyhad medicalexpensesClientmad wefiled theirextensiomSomeonetells you "Ineedcoffee"Tax formsmixedwithorganizer4+W2'sDonationreceiptswithoutamountsAGIover$450K2021amendedEasyClient!AGIover1MItemizedDeductionsRyanwearspinkAngryphonecallCatchColemanat hisdeskClientwrites"???" foran answerKristenwearsorangeRerun inthe samedayENDLESS(50+)receiptsClientasks ifreturn isdoneRefundover25kClient calls3+ times inthe samedayInstallmentagreementrequestTax owedover100kHOHReturn

Tax Season (Admin) - 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. Documentation is all hand written
  2. Delivery of tax docs in a box
  3. Tax Forms stapled to organizer page
  4. Clients asks if we filed their extension
  5. Jennae comes back!!!
  6. Client asks for a copy of 2022 return
  7. Blank organizer returned
  8. Learn new tax concept
  9. Tax/Work Dream
  10. James's door open when needed.
  11. No Corrections on review!
  12. Over 20 calls in one day
  13. Received signed Engagement letter
  14. Client tries to take an animal as an expense
  15. Deliberate Sunshine on your face
  16. SURPRISE! Kid's Return
  17. Client calls with an URGENT matter that is not urgent
  18. MFS Return
  19. 3rd request for organizer
  20. Client tells you why they had medical expenses
  21. Client mad we filed their extensiom
  22. Someone tells you "I need coffee"
  23. Tax forms mixed with organizer
  24. 4+ W2's
  25. Donation receipts without amounts
  26. AGI over $450K
  27. 2021 amended
  28. Easy Client!
  29. AGI over 1M
  30. Itemized Deductions
  31. Ryan wears pink
  32. Angry phone call
  33. Catch Coleman at his desk
  34. Client writes "???" for an answer
  35. Kristen wears orange
  36. Rerun in the same day
  37. ENDLESS (50+) receipts
  38. Client asks if return is done
  39. Refund over 25k
  40. Client calls 3+ times in the same day
  41. Installment agreement request
  42. Tax owed over 100k
  43. HOH Return