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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
July 2, 2019 | Visitor in Office | 9619726913 | Sunil Bhatiya | Arvind V Estibeiro | Latter for Bank | Teena Jhinjhoter | View Details | Latter for Bank | |||||||
July 20, 2022 | Call made to client - but unsuccessful | Sunil Jeswani | 7678039719 | Sunil Jeswani | 7678039719 | Sonali Choudhary | 022-48900450 | Advance payment of ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | Advance payment of ITR AY 22-23 | |||
July 8, 2019 | Call made to client - but unsuccessful | sunilkumar bhatia | 9619726913 | Sunil Kumar Bhatia | Arvind V Estibeiro | 9702121414 | IEC code application fee and discuss for GST registration fee | Sonu Roy | View Details | IEC code application fee and discuss for GST registration fee | |||||
August 19, 2019 | Visitor in Office | sunilkumar bhatia | 9619726913 | sunil kumar bhatia | Sonu Roy | IEC Application | Jagravi gharat | View Details | IEC Application | ||||||
July 16, 2022 | Call made to client - but unsuccessful | Sunil Kumar Damodar | 9449871013 | Sunil Kumar Damodar | 9449871013 | Sonu Roy | 022-48900450 | For advance payment of income tax return AY 22-23 | Sonu Roy | Sonu Roy | View Details | For advance payment of income tax return AY 22-23 | |||
June 21, 2019 | Call Received from Client | Sunil kutty | 9920841482 | sunil kutty | Pooja Parmani | 9702011179 | ITR AY 19-20 | Reshma Bhosale | View Details | ITR AY 19-20 | |||||
August 30, 2019 | Call Received from Client | Sunil kutty | 9920841482 | sunil kutty | Arvind V Estibeiro | 9819540930 | send mail (bank statement) regarding ITR of her wife (sangita sunil) | Jagravi gharat | View Details | send mail (bank statement) regarding ITR of her wife (sangita sunil) | |||||
September 4, 2019 | Call Received from Client | Sunil kutty | 9920841482 | Sunil kutty | Arvind V Estibeiro | 9819540930 | he wants to check his wife's name (sangeetha sunil) correctly mention or not while filing ITR | Jagravi gharat | View Details | he wants to check his wife's name (sangeetha sunil) correctly mention or not while filing ITR | |||||
December 9, 2019 | Call Received from Client | Sunil kutty | 9920841482 | sunil kutty | 9920841482 | Sonu Roy | 022-28090939 | Asking about tax | manoranjitha Soundra | Sonu Roy | Resolution Pending | As per record of income tax department ITR V received but not processed. for getting refund ITR should be processes once the ITR processed the refund will be issued. It will take same time. | View Details | Asking about tax | |
December 9, 2019 | Call Received from Client | Sunil kutty | 9920841482 | sunil kutty | 9920841482 | Sonu Roy | 022-28090939 | Asking about tax | manoranjitha Soundra | Sonu Roy | View Details | Asking about tax | |||
December 10, 2019 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Sonu Roy | 9819540930 | Want to meet Arvind Estibeiro regarding tax planning FY 19-20 | Aysha khan | Sonu Roy | View Details | Want to meet Arvind Estibeiro regarding tax planning FY 19-20 | |||
December 21, 2019 | Visitor in Office | Sunil kutty | 9920841482 | sunil kutty | 9920841482 | Sonu Roy | tax planning AY 20-21 | manoranjitha Soundra | Sonu Roy | View Details | tax planning AY 20-21 | ||||
August 7, 2020 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 022-28090939 | Payment issue Sunil Kutty And Anil Kutty So they Conformation You Will Received Or Not . | Sonali Choudhary | Pooja Parmani | View Details | Payment issue Sunil Kutty And Anil Kutty So they Conformation You Will Received Or Not . | |||
August 14, 2020 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9819540930 | ITR AY 20-21 Discussion | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 Discussion | |||
August 18, 2020 | Call made to client - but unsuccessful | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9702121414 | Anil Kutty And Your Mother Payment of rs 2000 and her Aadhar Card and pan card already email Please check it . | Sonali Choudhary | Pooja Parmani | View Details | Anil Kutty And Your Mother Payment of rs 2000 and her Aadhar Card and pan card already email Please check it . | |||
May 24, 2021 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9819540930 | please check my mail about investment | Sonali Choudhary | Pooja Parmani | View Details | please check my mail about investment | |||
September 9, 2021 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9819540930 | some query on review for itr ay 21-22 | Sonali Choudhary | Pooja Parmani | View Details | some query on review for itr ay 21-22 | |||
August 24, 2019 | Call Received from Client | Sunil Rai | 9594974435 | SUNIL RAI | Fedora Fernandes | 9819540930 | RELATED TO ITR AY 19-20 | Sheetal Chavan | View Details | RELATED TO ITR AY 19-20 | |||||
August 24, 2019 | Call Received from Client | Sunil Rai | 9594974435 | sunil rai | Fedora Fernandes | 9819540930 | related to ITR AY 19-20 | Sheetal Chavan | View Details | related to ITR AY 19-20 | |||||
October 16, 2019 | Call Received from Client | Sunil Rai | sunil rai | 9594974435 | Pooja Parmani | 022-28090939 | Audit finalization | Jeeva Mani | Pooja Parmani | View Details | Audit finalization | ||||
October 22, 2019 | Call Received from Client | Honey Advisory service | Sunil Rai | 9594974435 | Sonu Roy | 9819540930 | Bifurcation for PT and TDS amount | Sonu Roy | Pooja Parmani | View Details | Bifurcation for PT and TDS amount | ||||
January 21, 2020 | Call Received from Client | sunil rai | 9594974435 | Teena Jhinjhoter | 9819540930 | about signature & stamp or audit report | manoranjitha Soundra | Teena Jhinjhoter | View Details | about signature & stamp or audit report | |||||
February 1, 2020 | Call Received from Client | sunil rai | 9594974435 | Sonu Roy | 022-28090939 | asking about TDS | manoranjitha Soundra | Sonu Roy | View Details | asking about TDS | |||||
September 29, 2020 | Call Received from Client | Honey Advisory service | 9594974435 | Sunil Rai | 9594974435 | Pooja Parmani | 9819540930 | GST Query Talk To pooja parmani | Sonali Choudhary | Pooja Parmani | View Details | GST Query Talk To pooja parmani | |||
December 21, 2020 | Call made to client - but unsuccessful | Sunil Rai | 9594974435 | Fedora Fernandes | 9702011179 | GST data for Nov '20, if any | Fedora Fernandes | Fedora Fernandes | View Details | GST data for Nov '20, if any | |||||
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) |