New CR & Advance Payment Approval Report

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Date CreatedCRNClient NameResidential StatusType Of ReturnIncome Heads As per TISWinman Data EntryAdvance StatusTIS File26ASFee EstimateNote To Juniors for CorrectionLast Yr Fees As per Advance SentLast Yr Fees ReceivedCreated By (User)CR InchargeApproval Status
June 8, 202384-17824GANGADHAR SHIVARAM SHETTYIndianOriginal
  • Interest/Dividend
  • Others
PendingAdvance Approval PendingGangadhar Shivaram Shetty TIS AY 2023-24.pdf26AS AY 2023-24 (13).pdf₹ 2,000.00

Since the client has multiple associations which needs to be confirmed before filings along with GST returns being filed every month fees to increase to rs. 10000

₹ 0.00₹ 0.00Ranjita AdbalPooja ParmaniDisapproved
June 7, 2023miti manoj malooNRIRevised
  • Property Sale
  • Interest/Dividend
  • Receipts from Foreign Remmitance
PendingAdvance Approval PendingMiti Maloo AY 2023-24 XXXPM4311X_2022-23_TIS.pdfMiti Maloo AY 2023-24 26 AS AODPM4311B-2023.pdf₹ 7,500.00₹ 7,500.00₹ 7,500.00Meenal KaharPooja ParmaniApproved
June 7, 202384-17823Swati ShettyNRIOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingSwathi Shankar Shetty AY 2023-24 26 AS ENAPS4089C-2023.pdf₹ 2,000.00₹ 2,000.00₹ 2,000.00Jaya KaharPooja ParmaniApproved
June 7, 202384-17822GANGADEVI SOBHAGCHAND MALOOIndianOriginal
  • Interest/Dividend
PendingAdvance Approval PendingGangadevi Shobagchand Maloo TIS AY 2023-24.pdf26AS AY 2023-24 (12).pdf₹ 3,000.00₹ 0.00₹ 0.00Ranjita AdbalSonu RoyApproved
June 7, 2023MANOJ KUMAR MALOOIndianOriginal
  • Property Sale
  • Interest/Dividend
PendingAdvance Approval PendingManoj kumar Maloo AY 2023-24 XXXPM4700X_2022-23_TIS.pdfManoj Kumar Maloo AY 23-24 26 AS AGAPM4700H-2023.pdf₹ 20,000.00

fees increase to 20000 as property sale

₹ 15,000.00₹ 15,000.00Meenal KaharPooja ParmaniDisapproved
June 7, 202384-17821DISHIT SHETTYIndianOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingDishit Shetty AY 2023-24 TISEZOPS8975R-2022.pdf₹ 2,000.00₹ 2,000.00₹ 2,000.00Jaya KaharPooja ParmaniApproved
June 7, 202384-17820Manoj Maloo HUFIndianOriginal
  • Others
PendingAdvance Approval Pending26AS AY 2023-24 (11).pdf₹ 3,500.00₹ 3,000.00₹ 3,000.00Ranjita AdbalSonu RoyApproved
June 7, 2023Shweta ShettyNRIOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingShwetha Shankar Shetty AY 2023-24 26 AS ENAPS3768C-2023.pdf₹ 2,000.00₹ 2,000.00₹ 2,000.00Meenal KaharPooja ParmaniApproved
June 7, 2023Rajani ShettyIndianOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingRajani Shetty AY 23-24 26 AS CFFPS2934M-2023.pdf₹ 2,500.00₹ 2,500.00₹ 2,500.00Meenal KaharPooja ParmaniApproved
June 7, 202384-17818NIMESH JAYESH SHETTYIndianOriginal
  • Sale of securities and units of mutual fund
  • Interest/Dividend
PendingAdvance Approval PendingNIMESH JAYESH SHETTY TIS AY 2023-24.pdf26AS AY 2023-24 (10).pdf₹ 2,500.00₹ 2,000.00₹ 2,000.00Ranjita AdbalSonu RoyApproved
June 7, 202384-17817Dhiraj ShettyNRIOriginal
  • Receipts from Foreign Remmitance
PendingAdvance Approval PendingDhhiraj Dayanand Shetty TIS AY 2023-24.pdf26AS AY 2023-24 (9).pdf₹ 2,000.00₹ 0.00₹ 0.00Ranjita AdbalSonu RoyApproved
June 7, 2023Jayesh ShettyOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingJayesh Shetty AY 23-24 26 AS EZOPS8974Q-2023 (4).pdf₹ 2,000.00₹ 2,000.00₹ 2,000.00Meenal KaharPooja ParmaniApproved
June 7, 202384-17816MEENAKSHI SHANKAR SHETTYIndianOriginal
  • Interest/Dividend
PendingAdvance Approval PendingMeenakshi Shetty TIS AY 2023-24.pdf26AS AY 2023-24 (8).pdf₹ 2,500.00₹ 2,500.00₹ 2,500.00Ranjita AdbalSonu RoyApproved
June 7, 202384-17816MEENAKSHI SHANKAR SHETTYIndianOriginal
  • Interest/Dividend
PendingSent for Advance not ReceivedMeenakshi Shetty TIS AY 2023-24.pdf26AS AY 2023-24 (8).pdf₹ 2,500.00₹ 2,500.00₹ 2,500.00Ranjita AdbalSonu RoyDisapproved
June 7, 2023SHANKAR M SHETTYIndianOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingSHANKAR SHETTY AY 23-24 26 AS BMKPS5579M-2023 (1).pdf₹ 2,500.00₹ 2,500.00₹ 2,500.00Pooja ParmaniApproved
June 6, 202384-17819Mahesh ShettyIndianRevised
  • Rental Income
PendingAdvance Approval PendingMahesh Shetty AY 2023-24 tis XXXPS1358X_2022-23_TIS.pdfMahesh shetty AY 2023-24 26 AS AAPPS1358A-2023.pdf₹ 12,000.00₹ 12,000.00₹ 12,000.00Jaya KaharPooja ParmaniApproved
June 6, 2023Dayanand ShettyIndianOriginal
  • Rental Income
PendingAdvance Approval PendingDayanand Lokaya Shetty TIS AY 2023-24.pdf26AS AY 2023-24 (7).pdf₹ 2,500.00₹ 2,500.00₹ 2,500.00Ranjita AdbalSonu RoyApproved
June 6, 2023ERNEST LUIS FERNANDESIndianOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingErnest Fernandes AY 2023-24 TIS XXXPF3442X_2022-23_TIS.pdfErnest Luis Fernandes AY 2023-24 26AS AABPF3442N-2023.pdf₹ 2,000.00₹ 0.00₹ 0.00Meenal KaharPooja ParmaniApproved
June 6, 202384-17813LAVEENA DERRYK VAZIndianOriginal
  • Salary
  • Interest/Dividend
PendingSent for Advance not ReceivedLAVEENA DERRYK VAZ TIS AY 2023-24.pdf26AS AY 2023-24 (6).pdf₹ 2,750.00

Client se mangna hai
1. Form 16 FY 22-23
2. Salary Slip March 2023
3. Home loan interest certificate FY 22-23
4.Rental Income FY 22-23
5. Property tax paid amount FY 22-23
6. Bank statement FY 22-23 in EXCEL FORMAT

₹ 2,000.00₹ 2,000.00Ranjita AdbalSonu RoyApproved
June 6, 202384-17809Sandeep KunduNRIOriginal
  • Interest/Dividend
  • Receipts from Foreign Remmitance
PendingAdvance Approval PendingSandeep Sarojkumar Kundu TIS AY 2023-24.pdf26AS AY 2023-24 (5).pdf₹ 2,250.00₹ 1,500.00₹ 1,500.00Ranjita AdbalSonu RoyApproved
June 6, 2023DERRYK VAZIndianOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingDerryk Vaz AY 23-24 XXXPV7510X_2022-23_TIS.pdfDerryk Vaz AY 23-24 26 AS AZGPV7510H-2023.pdf₹ 2,500.00

fees 2500
Bank statements and purchase / sale agreement of property required

₹ 2,000.00₹ 2,000.00Meenal KaharPooja ParmaniDisapproved
June 6, 2023Michelle DcunhaIndianOriginal
  • Salary
  • Sale of securities and units of mutual fund
  • Interest/Dividend
  • Rental Income
PendingAdvance Approval PendingMichelle Dcunha AY 2022-23 TIS XXXPD1295X_2021-22_TIS.pdfMichelle Dcunha AY 22-23 26 AS AHWPD1295R-2022 (3).pdf₹ 2,000.00

Form 16 and Profit / loss st from broker

₹ 1,250.00₹ 1,250.00Meenal KaharPooja ParmaniApproved
June 6, 2023INTERIOR SOLUTIONSIndianOriginal
  • Nil /Casual Return
PendingAdvance Approval PendingInterior Solution AY 2023-24 26 AS AAJFI0899L-2023.pdf₹ 4,000.00

Bank st required

₹ 4,000.00₹ 4,000.00Jaya KaharPooja ParmaniApproved
June 6, 2023Ashok DanielIndianOriginal
  • Interest/Dividend
  • Receipts from Foreign Remmitance
PendingAdvance Approval PendingASHOK MURPHY DANIEL AY 2023-24 TIS XXXPD7453X_2022-23_TIS.pdfAshok Daniel AY 23-24 26 AS ADPPD7453C-2023 (1).pdf₹ 2,500.00

Profit / loss statements from broker if any capital gain transactions entered into during 01.04.2022 to 31.03.2023

₹ 2,500.00₹ 2,500.00Meenal KaharPooja ParmaniApproved
June 6, 202384-17758NAND KISHORE SINGHIndianOriginal
  • Salary
  • Sale of securities and units of mutual fund
  • Interest/Dividend
PendingAdvance Approval PendingNand kishor singh AY 2023-24 TIS XXXPS9041X_2022-23_TIS.pdfNand Kishore Singh AY 2023-24 26 AS.pdf₹ 4,000.00

Make fees Rs. 4000
Ask for form 16 , Profit loss st from broker from 01.04.2022 to 31.03.2023

₹ 3,000.00₹ 3,000.00Jaya KaharPooja ParmaniDisapproved
Date CreatedCRNClient NameResidential StatusType Of ReturnIncome Heads As per TISWinman Data EntryAdvance StatusTIS File26ASFee EstimateNote To Juniors for CorrectionLast Yr Fees As per Advance SentLast Yr Fees ReceivedCreated By (User)CR InchargeApproval Status
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