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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
March 18, 2021 | Call Received from Client | pramod Gupta | 9987295130 | pramod Gupta | 9987295130 | Sonu Roy | 9702121414 | please provide Intimation 143 AY 20-21 | Prathamesh Tervankar | Sonu Roy | View Details | please provide Intimation 143 AY 20-21 | |||
March 22, 2021 | Call Received from Client | Arti Bhole | 9867208191 | Aarti bhole | 9867208191 | Pooja Parmani | 9702121414 | 15 CA/CB Correction | Prathamesh Tervankar | Pooja Parmani | View Details | 15 CA/CB Correction | |||
March 23, 2021 | Call Received from Client | Kshitija Vijaykumar Raut | 9769097744 | Kshitija Raut | 9769097744 | Sonali Choudhary | 9819540930 | Refund status for ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | Refund status for ITR AY 20-21 | |||
March 26, 2021 | Visitor in Office | Ourlady remedychurch | 0000000000 | Clayton Loyola | 9820427791 | Sonali Choudhary | Signature trust return | Prathamesh Tervankar | Sonali Choudhary | View Details | Signature trust return | ||||
March 30, 2021 | Visitor in Office | Annie jacob | 9769492959 | Sonali Choudhary | ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 20-21 | ||||||
April 3, 2021 | Call Received from Client | vaishakhi purecha | 9820119542 | Sonu Roy | 9702121414 | ITR last three years | Prathamesh Tervankar | Sonu Roy | View Details | ITR last three years | |||||
April 6, 2021 | Call Received from Client | Parimal Raval | 9022690353 | Parimal Raval | 9022690353 | Sonu Roy | 9702011179 | Some query about Tally date | Prathamesh Tervankar | Sonu Roy | View Details | Some query about Tally date | |||
August 17, 2021 | Call Received from Client | Yvonne Toscano | 9930099170 | Yvonne Toscano | 9930099170 | Sonali Choudhary | 9702121414 | Understanding of ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | Understanding of ITR AY 21-22 | |||
December 23, 2021 | Call made to client - but unsuccessful | Vinda Bailwar | 9820122815 | Vinda Bailwar | 9820122815 | Sonu Roy | 022-48900450 | For advance payment income tax return AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | For advance payment income tax return AY 21-22 | |||
December 28, 2021 | Call made to client - but unsuccessful | Ruchi Pant | 9820782795 | Ruchi pant | 9820782795 | Sonali Choudhary | 022-48900450 | ITR AY 21-22 for verification | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 21-22 for verification | |||
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 | |||
January 20, 2022 | Visitor in Office | Sachin Virchand Shah | 9322803954 | Sachin Virchand Shah | 9322803954 | Sonali Choudhary | Indemnity Bond and Request letter collect | Prathamesh Tervankar | Sonali Choudhary | View Details | Indemnity Bond and Request letter collect | ||||
January 29, 2022 | Call made to client - but unsuccessful | jane theoder | 9820867965 | Bob theoder | 9820867965 | Prathamesh Tervankar | 022-48900450 | Audit FY 20-21 | Prathamesh Tervankar | Prathamesh Tervankar | View Details | Audit FY 20-21 | |||
February 17, 2022 | Call made to client - but unsuccessful | Yadvinder Singh | 8011247827 | Yadvinder Singh | 8011247827 | Sonu Roy | 022-48900450 | OTP For e-verification of ITR AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | OTP For e-verification of ITR AY 21-22 | |||
February 28, 2022 | Call made to client - but unsuccessful | Atul Dilip Nalawade | 9833055039 | Atul Dilip Nalawade | 9833055039 | Prathamesh Tervankar | 022-48900450 | OTP for e- verification of ITR AY 21-22 | Prathamesh Tervankar | Prathamesh Tervankar | View Details | OTP for e- verification of ITR AY 21-22 | |||
March 14, 2022 | Visitor in Office | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | ITR AY 21-22 | Prathamesh Tervankar | Pooja Parmani | View Details | ITR AY 21-22 | ||||
January 25, 2021 | Call made to client - but unsuccessful | Rashmi Sadalge | 9892465023 | Rashmi Sadalge | 9892465023 | Prathamesh Tervankar | 9819540930 | For E-verification of ITR AY 20-21 | Prathamesh Tervankar | Prathamesh Tervankar | View Details | For E-verification of ITR AY 20-21 | |||
January 29, 2021 | Call Received from Client | Ashwani gupta | 9324444906 | Fedora Fernandes | 9819540930 | GST -3B regarding reconciliation sent on email | Prathamesh Tervankar | Fedora Fernandes | View Details | GST -3B regarding reconciliation sent on email | |||||
February 5, 2021 | Call Received from Client | juliet sequeira | 9967276056 | juliet sequeira | 9967276056 | Sonu Roy | 9819540930 | For ITR AY 20-21 | Prathamesh Tervankar | Sonu Roy | View Details | For ITR AY 20-21 | |||
February 8, 2021 | Call Received from Client | shree sai Sahakar Ekta Chs | 9082615518 | Sadanand | 9082615518 | Anita Prajapati | 9819540930 | Audit ITR AY 20-21 | Prathamesh Tervankar | Anita Prajapati | View Details | Audit ITR AY 20-21 | |||
February 10, 2021 | Visitor in Office | FARIDA BURZIN BHARUCHA | 9930781031 | Bhupendra Master | 9930781031 | Sonu Roy | Outstanding demand 2013 to 2018 | Prathamesh Tervankar | Sonu Roy | View Details | Outstanding demand 2013 to 2018 | ||||
February 13, 2021 | Call Received from Client | rajani subramanian | 9821668462 | Anita Prajapati | 9819540930 | Mismatch Bank details for suraj subramanian | Prathamesh Tervankar | Anita Prajapati | View Details | Mismatch Bank details for suraj subramanian | |||||
February 18, 2021 | Call Received from Client | kishor karnik | 9664666229 | Pooja Parmani | 9702121414 | Visit on Saturday 3:00 a clock for Bimbisar Audit FY 19-20 and Sonal link residency consultancy on TDS | Prathamesh Tervankar | Pooja Parmani | View Details | Visit on Saturday 3:00 a clock for Bimbisar Audit FY 19-20 and Sonal link residency consultancy on TDS | |||||
February 26, 2021 | Visitor in Office | Neena shah | 9820772760 | Neena shah | 9820772760 | Sonu Roy | Document collect for IT Return file in AY 20-21 and Gumasta declaration | Prathamesh Tervankar | Sonu Roy | View Details | Document collect for IT Return file in AY 20-21 and Gumasta declaration | ||||
March 2, 2021 | Call Received from Client | Shyam Megha | 9769424731 | Shyam Megha | 9769424731 | Sonali Choudhary | 9702121414 | You are already sent the ITR copy so anything pending | Prathamesh Tervankar | Sonali Choudhary | View Details | You are already sent the ITR copy so anything pending | |||
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) |