Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
August 24, 2019 | Call Received from Client | Amit Puniya | 7838934665 | AMIT PUNIYA | Teena Jhinjhoter | 9702121414 | PAYMENT is already done,request to file ITR AY 19-20 EARLIER. | Sheetal Chavan | View Details | PAYMENT is already done,request to file ITR AY 19-20 EARLIER. | |||||
July 11, 2020 | Call Received from Client | Amit Puniya | 7838934665 | Amit Puniya | 7838934665 | Sonu Roy | 9702121414 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
November 7, 2022 | Call made to client - but unsuccessful | Amit Puniya | 9082246820 | Amit Puniya | 9082246820 | Sonali Choudhary | 022-48900450 | For Some clarification | Sonali Choudhary | Sonali Choudhary | View Details | For Some clarification | |||
November 25, 2019 | Call Received from Client | Amit Singh | AMIT singh | 9619872508 | Sonu Roy | 9819540930 | Asking about notice 139(9) | manoranjitha Soundra | Sonu Roy | View Details | Asking about notice 139(9) | ||||
January 3, 2022 | Call made to client - but unsuccessful | Amit Singh | 9619872508 | Amit singh | 9619872508 | Sonu Roy | 022-48900450 | Document for capital gain calculation | Prathamesh Tervankar | Sonu Roy | View Details | Document for capital gain calculation | |||
September 9, 2020 | Call made to client - but unsuccessful | Amol Jog | 9850887013 | Amol Jog | 9850887013 | Aysha khan | 9819540930 | Bank Statements of Surekha Jog | Aysha khan | Aysha khan | View Details | Bank Statements of Surekha Jog | |||
September 29, 2023 | Call made to client - but unsuccessful | SUREKHA SUHAS JOG | 8806017351 | Amol Jog | 9850887013 | Sonu Roy | 022-48900450 | For Digital Signature.Raunak Shah will call you today between 12:30 to 1:30 pm for OTP and video verification as your digital signature is to be created. | Sonu Roy | Sonu Roy | View Details | For Digital Signature.Raunak Shah will call you today between 12:30 to 1:30 pm for OTP and video verification as your digital signature is to be created. | |||
September 29, 2020 | Call made to client - but unsuccessful | Amol Kasture | 9900732172 | Sonali Choudhary | 9702011179 | ITR AY 20-21 For Advance Payment | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 20-21 For Advance Payment | |||||
December 31, 2021 | Call made to client - but unsuccessful | Amol Kasture | 9900732172 | Amol Kasture | 9900732172 | Sonu Roy | 022-48900450 | For ITR AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | For ITR AY 21-22 | |||
December 24, 2020 | Call made to client - but unsuccessful | Amol Mahajan | 9892008008 | Amol Mahajan | 9892008008 | Sonu Roy | 9702121414 | GST Registration document need sprat email please provide the same | Sonali Choudhary | Sonu Roy | View Details | GST Registration document need sprat email please provide the same | |||
January 19, 2021 | Call made to client - but unsuccessful | Amol Mahajan | 9892008008 | Amol Mahajan | 9892008008 | Sonu Roy | 9702011179 | GST Registration document need sprat email please provide the same | Sonali Choudhary | Sonu Roy | View Details | GST Registration document need sprat email please provide the same | |||
February 27, 2021 | Call made to client - but unsuccessful | Amol Mahajan | 9892008008 | Amol mahajan | 9892008008 | Sonu Roy | 9702011179 | GST Registration | Prathamesh Tervankar | Sonu Roy | View Details | GST Registration | |||
December 22, 2020 | Call made to client - but unsuccessful | Amol Nalavde | 8281140484 | Sonu Roy | 9702011179 | Review Send Please confirm if all ok in ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | Review Send Please confirm if all ok in ITR AY 20-21 | |||||
February 8, 2021 | Call Received from Client | Shivani Sehgal | 9497720245 | Amol Nalawade | 9497720245 | Fedora Fernandes | 9819540930 | We not received any ITR copy for AY 20-21 | Prathamesh Tervankar | Fedora Fernandes | View Details | We not received any ITR copy for AY 20-21 | |||
July 18, 2020 | Call made to client - but unsuccessful | Amrinder Singh | 9745218947 | Amrinder Singh | 9745218947 | Sonu Roy | 9702121414 | Advance payment Regarding | Sonali Choudhary | Sonu Roy | View Details | Advance payment Regarding | |||
July 23, 2020 | Call Received from Client | Amrinder Singh | 9745218947 | AMRINDER SINGH | 9745218947 | Fedora Fernandes | 9819540930 | ITR AY 20-21 PAYMENT CONFORMATION | Jebas Nadar | Fedora Fernandes | View Details | ITR AY 20-21 PAYMENT CONFORMATION | |||
July 17, 2019 | Call Received from Client | amrita panchal | 9920840032 | amrita panchal | Sonu Roy | 9819540930 | ITR | Reshma Bhosale | View Details | ITR | |||||
July 27, 2019 | Visitor in Office | Amruta Pandey | 9819757010 | amruta pandey | Pooja Parmani | ITR filing | Reshma Bhosale | View Details | ITR filing | ||||||
February 15, 2020 | Call Received from Client | Amruta Pandey | 9819757010 | Sonu Roy | 9819540930 | Regarding benefits for ITR FY 19-20 with reference to ITR FY 18-19 | Aysha khan | Sonu Roy | View Details | Regarding benefits for ITR FY 19-20 with reference to ITR FY 18-19 | |||||
February 29, 2020 | Call Received from Client | Amruta Pandey | 9819757010 | Sonu Roy | 9819540930 | ITR Current AY 19-20 investment | manoranjitha Soundra | Sonu Roy | View Details | ITR Current AY 19-20 investment | |||||
March 7, 2020 | Visitor in Office | Amruta Pandey | 9819757010 | Sonu Roy | Asking about Tax planning and NPS Investments | Jeeva Mani | Sonu Roy | View Details | Asking about Tax planning and NPS Investments | ||||||
August 5, 2020 | Call Received from Client | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonali Choudhary | 9819540930 | She Was Not Received Form 16 .So.What Is The Due Date of ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | She Was Not Received Form 16 .So.What Is The Due Date of ITR AY 20-21 | |||
September 5, 2020 | Visitor in Office | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonali Choudhary | ITR AY 20-21 Confirmation Which Document is required for ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 20-21 Confirmation Which Document is required for ITR AY 20-21 | ||||
October 10, 2020 | Visitor in Office | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonali Choudhary | ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 20-21 | ||||
October 14, 2020 | Call Received from Client | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonali Choudhary | 9819540930 | Talk To AVE Sir About his husband ITR AY 20-21 Query | Sonali Choudhary | Sonali Choudhary | View Details | Talk To AVE Sir About his husband ITR AY 20-21 Query | |||
Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |