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 10, 2021 | Call Received from Client | The Society of the home for the aged | 9819024362 | Angela | 9819024362 | Pooja Parmani | 9819540930 | Please provide form 16 Q.4 FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Please provide form 16 Q.4 FY 20-21 | |||
August 16, 2021 | Call Received from Client | Samantha Saxena | 9560311545 | Samantha Saxena | 9560311545 | Pooja Parmani | 9819540930 | Outstanding payment to be checked by both. | Prathamesh Tervankar | Pooja Parmani | View Details | Outstanding payment to be checked by both. | |||
December 2, 2021 | Visitor in Office | Suresh Samant | 9619426051 | Suresh Samant | 9619426051 | Sonali Choudhary | ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 21-22 | ||||
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 | ||||
December 27, 2021 | Visitor in Office | Manoj Maloo | 9820655965 | Manoj Maloo | 9820655965 | Sonali Choudhary | Passbook submitted for ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | Passbook submitted for ITR AY 21-22 | ||||
December 31, 2021 | Call made to client - but unsuccessful | Shobha Sachan | 9821476850 | Shobha Sachan | 9821476850 | Sonu Roy | 022-48900450 | For Income tax return AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | For Income tax return AY 21-22 | |||
January 13, 2022 | Call made to client - but unsuccessful | RFS Analytics LLP | 9768123103 | Lejo Jose | 9768123103 | Sonali Choudhary | 022-48900450 | 1. GST Portal login ID and password | Prathamesh Tervankar | Sonali Choudhary | View Details | 1. GST Portal login ID and password | |||
January 29, 2022 | Visitor in Office | Amazon Watreat | 8928957583 | Bhalchandra Palav | 9869956299 | Sonu Roy | Consultancy | Prathamesh Tervankar | Sonu Roy | View Details | Consultancy | ||||
February 16, 2022 | Call made to client - but unsuccessful | Yadvinder Singh | 8011247827 | Yadvinder Singh | 8011247827 | Sonu Roy | 022-48900450 | For Self Assessment Tax payment AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | For Self Assessment Tax payment AY 21-22 | |||
February 25, 2022 | Visitor in Office | Colonel Guard Force | 8451848861 | Sangram more | 8451848861 | Pooja Parmani | GST Audit | Prathamesh Tervankar | Pooja Parmani | View Details | GST Audit | ||||
June 18, 2022 | Visitor in Office | jason D'osuza | 9920533966 | jason D'osuza | 9920533966 | Sonu Roy | MF Investment | Prathamesh Tervankar | Sonu Roy | View Details | MF Investment | ||||
January 25, 2021 | Call Received from Client | peter demello | 9869364663 | Peter demello | 9869364663 | Sonali Choudhary | 9819540930 | please check and let me know some demand is pending | Prathamesh Tervankar | Sonali Choudhary | View Details | please check and let me know some demand is pending | |||
January 29, 2021 | Call made to client - but unsuccessful | Organic india | 7080800338 | Nihit shrivastav | 8470084711 | Sonu Roy | 9702011179 | Required document for PT Notice FY 17-18 Sent on 27-01-2021 | Prathamesh Tervankar | Sonu Roy | View Details | Required document for PT Notice FY 17-18 Sent on 27-01-2021 | |||
February 1, 2021 | Call Received from Client | Romia Rodigues | 8779880261 | Romia Rodigues | 8779880261 | Sonali Choudhary | 9819540930 | Refund status for ITR AY 2020-2021 | Prathamesh Tervankar | Sonali Choudhary | View Details | Refund status for ITR AY 2020-2021 | |||
February 4, 2021 | Visitor in Office | digamber panchal | 8108048494 | Digamber panchal | 8108048494 | Sonali Choudhary | Return filing for Archana panchal AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | Return filing for Archana panchal AY 20-21 | ||||
February 8, 2021 | Call Received from Client | SHIVNATH SURVE | 9969020751 | Shivnath surve | 9969020751 | Sonu Roy | 9702011179 | Document send Gift deed | Prathamesh Tervankar | Sonu Roy | View Details | Document send Gift deed | |||
February 10, 2021 | Call Received from Client | SHASHIKANT MISHRA | 9819025275 | Shashikant Mishra | 9819025275 | Sonu Roy | 9819540930 | ITR AY 2020-21 | Prathamesh Tervankar | Sonu Roy | View Details | ITR AY 2020-21 | |||
February 25, 2021 | Visitor in Office | Rosy Saldanha | 9833917211 | Rosy Saldanha | 9833917211 | Sonu Roy | Donation for our lady church | Prathamesh Tervankar | Sonu Roy | View Details | Donation for our lady church | ||||
March 1, 2021 | Call Received from Client | pramod Gupta | 9987295130 | pramod Gupta | 9987295130 | Sonu Roy | 9819540930 | GST-3B JAN 21 | Prathamesh Tervankar | Sonu Roy | View Details | GST-3B JAN 21 | |||
March 9, 2021 | Call Received from Client | Wasim Siddiqui | 8422999502 | Sonali Choudhary | 9819540930 | Udyam Aadhar registration for Honeydew | Prathamesh Tervankar | Sonali Choudhary | View Details | Udyam Aadhar registration for Honeydew | |||||
March 11, 2021 | Call Received from Client | Munir Shaikh | 8383838770 | Pooja Parmani | 9702121414 | Society Audit and ITR last 3 years | Prathamesh Tervankar | Pooja Parmani | View Details | Society Audit and ITR last 3 years | |||||
March 13, 2021 | Call Received from Client | Brightpoint Infotech Pvt Ltd | 9819180552 | Harsha Chandiramani | 9819180552 | Pooja Parmani | 9819540930 | Brightpoint Audit FY 19-20 | Prathamesh Tervankar | Pooja Parmani | View Details | Brightpoint Audit FY 19-20 | |||
March 16, 2021 | Call Received from Client | sugun kumar | 9441497903 | sugun kumar | 9441497903 | Sonali Choudhary | 9819540930 | please provide acknowledgement for ITR AY 2018-19 | Prathamesh Tervankar | Sonali Choudhary | View Details | please provide acknowledgement for ITR AY 2018-19 | |||
March 18, 2021 | Call Received from Client | Maclean Lewis | 9619468053 | Maclean Lewis | 9619468053 | Sonu Roy | 9819540930 | PTEC Payment | Prathamesh Tervankar | Sonu Roy | View Details | PTEC Payment | |||
March 22, 2021 | Visitor in Office | anil Shah | 9870447159 | Anil Shah | 9870447159 | Sonu Roy | Intimation 143 (1) | Prathamesh Tervankar | Sonu Roy | View Details | Intimation 143 (1) | ||||
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) |