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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
February 23, 2021 | Call Received from Client | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonu Roy | 9702011179 | Capital gain calculation for property sale | Prathamesh Tervankar | Sonu Roy | View Details | Capital gain calculation for property sale | |||
March 26, 2021 | Visitor in Office | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonu Roy | Consultancy about new property purchase | Prathamesh Tervankar | Sonu Roy | View Details | Consultancy about new property purchase | ||||
June 19, 2021 | Call Received from Client | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonu Roy | 9819540930 | Tds payment for new property | Sonali Choudhary | Sonu Roy | View Details | Tds payment for new property | |||
June 19, 2021 | Visitor in Office | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonali Choudhary | TDS payment for new property purchase | Sonali Choudhary | Sonali Choudhary | View Details | TDS payment for new property purchase | ||||
December 21, 2021 | Visitor in Office | Amruta Pandey | 9819757010 | Amruta Pandey | 9819757010 | Sonali Choudhary | ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 21-22 | ||||
July 13, 2022 | Visitor in Office | Amruta Pandey | 9819757010 | Amruta pandey | 9819757010 | Sonali Choudhary | for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | for ITR AY 22-23 | ||||
August 29, 2019 | Call Received from Client | Anahiz Bawazir | 9820490412 | anahiz bawazir | Arvind V Estibeiro | 9702121414 | ITR AY 19-20 REGARDING. | Jeeva Mani | View Details | ITR AY 19-20 REGARDING. | |||||
September 3, 2019 | Call Received from Client | Anahiz Bawazir | 9820490412 | Anahiz Bawazir | Arvind V Estibeiro | 9819540930 | message recieved from IT side,forwarded to you. | Sheetal Chavan | View Details | message recieved from IT side,forwarded to you. | |||||
August 8, 2020 | Call Received from Client | Analesh Desai | 9820824672 | Analesh Desai | 9820824672 | Sonu Roy | 9702121414 | ITR Computation Of Last 2 Years | Sonali Choudhary | Sonu Roy | View Details | ITR Computation Of Last 2 Years | |||
June 22, 2019 | Visitor in Office | Anand Desai | 9820070121 | Anand | Pooja Parmani | ITR AY 19-20 | Teena Jhinjhoter | View Details | ITR AY 19-20 | ||||||
August 17, 2019 | Call made to client - but unsuccessful | Anand Ghaisas | 9902588586 | Anand | Teena Jhinjhoter | 9702121414 | Teena Jhinjhoter | View Details | |||||||
February 24, 2020 | Visitor in Office | Anand | 9774361366 | Teena Jhinjhoter | collect the document | manoranjitha Soundra | Teena Jhinjhoter | View Details | collect the document | ||||||
July 11, 2020 | Call Received from Client | Anand Belchapada | 9769785982 | Anand Belchapada | 9769785982 | Sonali Choudhary | 9819540930 | ITR AY 2020-21 Work Started or not Conformation | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 Work Started or not Conformation | |||
July 18, 2020 | Call Received from Client | Anand Belchapada | 9769785982 | Anand Belchapada | 9769785982 | Sonali Choudhary | 9702121414 | ITR AY 2020-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 | |||
November 19, 2021 | Call made to client - but unsuccessful | Anand Belchapada | 9769785982 | Anand Belchapada | 9769785982 | Sonu Roy | 9819540930 | Income tax return AY 21-22 filing status | Sonu Roy | Sonu Roy | View Details | Income tax return AY 21-22 filing status | |||
June 24, 2020 | Call Received from Client | ANAND DESAI | 9820070121 | Pooja Parmani | 9702121414 | ITR AY 19-20 | Jebas Nadar | Pooja Parmani | View Details | ITR AY 19-20 | |||||
January 8, 2021 | Call Received from Client | Anand Desai | 9820070121 | Anand Desai | 9820070121 | Sonali Choudhary | 9702121414 | Consultancy about the investment | Sonali Choudhary | Sonali Choudhary | View Details | Consultancy about the investment | |||
September 14, 2021 | Call Received from Client | Anand Desai | 9820070121 | Anand Desai | 9820070121 | Anita Prajapati | 9702121414 | talk to AVE for Capital Gain Consultation | Sonali Choudhary | Anita Prajapati | View Details | talk to AVE for Capital Gain Consultation | |||
July 11, 2022 | Visitor in Office | Anand Desai | 9820070121 | Anand desai | 9820070121 | Pooja Parmani | for ITR AY 22-23 | Sonali Choudhary | Pooja Parmani | View Details | for ITR AY 22-23 | ||||
June 30, 2020 | Call Received from Client | Anandvenkatramakrishnan | 9769018813 | Anand venkatram krishnan | 9769018813 | Sonu Roy | 9702121414 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
July 11, 2019 | Call Received from Client | Bp Santacruz | 8602571818 | Anant Chadoury | Sonu Roy | 9702121414 | Issue regarding ITR | Riya Shah | View Details | Issue regarding ITR | |||||
July 8, 2020 | Call Received from Client | Anant gundaye | 9004761237 | Anant Gundaye | 9004761237 | Sonu Roy | 9819540939 | IRT AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | IRT AY 2020-21 | |||
July 9, 2020 | Call Received from Client | Anant gundaye | 9004761237 | ANANT GUNDAYE | 9004761237 | Sonali Choudhary | 9819540930 | ITR AY 20-21 | Jebas Nadar | Sonali Choudhary | View Details | ITR AY 20-21 | |||
July 18, 2020 | Call made to client - but unsuccessful | Anant gundaye | 9004761237 | ANANT GUNDAYE | 9004761237 | Jebas Nadar | 9702121414 | ITR AY 2020-21 | Jebas Nadar | Jebas Nadar | View Details | ITR AY 2020-21 | |||
July 28, 2020 | Call Received from Client | Anant gundaye | 9004761237 | Anant Gundaye | 9004761237 | Sonali Choudhary | 9819540939 | ITR AY 2020-21 Form 16 Document Regarding | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 Form 16 Document Regarding | |||
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) |