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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
November 20, 2021 | Visitor in Office | sunil shedge | 9892570286 | sunil shedge | 9892570286 | Sonali Choudhary | For last year (AY 20-21) payment clarification and income tax return AY 21-22 status | Sonu Roy | Sonali Choudhary | View Details | For last year (AY 20-21) payment clarification and income tax return AY 21-22 status | ||||
March 14, 2020 | Call Received from Client | SUNIL TAWADE | 8828067730 | Sonu Roy | 9819540930 | WANT TO MEET ARVIND SIR | Jebas Nadar | Sonu Roy | View Details | WANT TO MEET ARVIND SIR | |||||
July 3, 2019 | Call Received from Client | PNB Housing Finance | 8108989866 | Sunil Yadav | Sonu Roy | 9819540930 | is lalit jain's ITR File or any update | Teena Jhinjhoter | View Details | is lalit jain's ITR File or any update | |||||
October 10, 2019 | Visitor in Office | sunil yadav | Sunil Yadav | 8108989866 | Teena Jhinjhoter | regarding housing loan | Jagravi gharat | Teena Jhinjhoter | View Details | regarding housing loan | |||||
January 2, 2020 | Call Received from Client | sunil yadav | 9933210172 | sunil yadav | 8108989866 | Teena Jhinjhoter | 9819540930 | housing loan | manoranjitha Soundra | Teena Jhinjhoter | View Details | housing loan | |||
January 6, 2020 | Visitor in Office | sunil yadav | 9933210172 | sunil yadav | 9933210172 | Teena Jhinjhoter | home loan | manoranjitha Soundra | Teena Jhinjhoter | View Details | home loan | ||||
January 18, 2020 | Call Received from Client | sunil yadav | 9933210172 | sunil yadav | 8108989866 | Sonu Roy | 9819540930 | housing loan | manoranjitha Soundra | Sonu Roy | View Details | housing loan | |||
July 9, 2020 | Visitor in Office | Sunil Yadav (Agent Vendor) PNB Housing Finance | 8108989866 | sunil yadav | 8108989866 | Sonu Roy | housing loan | Jebas Nadar | Sonu Roy | View Details | housing loan | ||||
September 19, 2020 | Call made to client - but unsuccessful | sunil yadav | 9933210172 | Sunil Yadav | 9933210172 | Anita Prajapati | 9702011179 | for e-verification of ITR AY 20-21 | Sonali Choudhary | Anita Prajapati | View Details | for e-verification of ITR AY 20-21 | |||
March 9, 2020 | Visitor in Office | sunil yadhav | 8108989866 | Sonu Roy | Visit for Priya yadav loan Case | Jebas Nadar | Sonu Roy | View Details | Visit for Priya yadav loan Case | ||||||
June 18, 2022 | Call made to client - but unsuccessful | Sunit Mehrotra | 9619902533 | Sunit Mehrotra | 9619902533 | Sonu Roy | 022-48900450 | Aadhar OTP for Income Tax Return | Prathamesh Tervankar | Sonu Roy | View Details | Aadhar OTP for Income Tax Return | |||
February 15, 2020 | Call made to client - but unsuccessful | Sunita | 8451848861 | Teena Jhinjhoter | 9819540930 | Please Send latest Electricity Bill for GST Registration (for Address proof of Business ) | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Please Send latest Electricity Bill for GST Registration (for Address proof of Business ) | |||||
February 15, 2020 | Call Received from Client | Sunita Agarwal | 9892132661 | Teena Jhinjhoter | 9702121414 | GST registration | manoranjitha Soundra | Teena Jhinjhoter | View Details | GST registration | |||||
February 17, 2020 | Call Received from Client | Sunita Agarwal | 9892132661 | Sonu Roy | 9702121414 | Review of consent letter is done we need some changes and i have already emailed please check and update | Jeeva Mani | Sonu Roy | View Details | Review of consent letter is done we need some changes and i have already emailed please check and update | |||||
February 18, 2020 | Call Received from Client | Sunita Agarwal | 9892132661 | Sunita Agarwal | 9892132661 | Sonu Roy | 9702121414 | sent to mail & check | manoranjitha Soundra | Sonu Roy | View Details | sent to mail & check | |||
February 26, 2020 | Call Received from Client | Sunita Agarwal | 9892132661 | Sunita Agarwal | 9892132661 | Sonu Roy | 9702121414 | Wants her DSC | Aysha khan | Sonu Roy | View Details | Wants her DSC | |||
August 28, 2021 | Visitor in Office | sunita jadhav | 9221651726 | Sunita Jadhav | 9221651726 | Sonali Choudhary | Income tax return preparation ITR AY 21-22 | Sonali Choudhary | Sonali Choudhary | View Details | Income tax return preparation ITR AY 21-22 | ||||
July 11, 2022 | Visitor in Office | sunita jadhav | 9221651726 | Sunita Jadhav | 9221651726 | Sonali Choudhary | for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | for ITR AY 22-23 | ||||
August 27, 2019 | Call Received from Client | Sunita Pawar | 9892125115 | SUNITA PAWAR | Arvind V Estibeiro | 9702121414 | related to ITR AY 19-20. | Sheetal Chavan | View Details | related to ITR AY 19-20. | |||||
August 30, 2019 | Visitor in Office | Sunita Pawar | 9892125115 | Sunita Pawar | Arvind V Estibeiro | regarding ITR AY 19-20 | Jagravi gharat | View Details | regarding ITR AY 19-20 | ||||||
August 30, 2019 | Call made to client - but unsuccessful | Sunita Pawar | 9892125115 | Sunita Pawar | Teena Jhinjhoter | 9702121414 | Jagravi gharat | View Details | |||||||
August 28, 2019 | Call Received from Client | supesh jadhav | 8652274488 | Supesh | Arvind V Estibeiro | 9819540930 | Payment is already done please send me return for review | Teena Jhinjhoter | View Details | Payment is already done please send me return for review | |||||
August 30, 2019 | Call Received from Client | supesh jadhav | 8652274488 | Supesh Jadhav | Arvind V Estibeiro | 9819540930 | he asking about ITR filing status | Jagravi gharat | View Details | he asking about ITR filing status | |||||
December 29, 2020 | Call Received from Client | Supesh Jadhav | 8652274488 | Sonu Roy | 9702121414 | payment issued please start the filling for ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | payment issued please start the filling for ITR AY 20-21 | |||||
March 16, 2020 | Call Received from Client | Surekha Jog | 9822659277 | Teena Jhinjhoter | 9819540930 | I will speed post Audit Report Today | Jebas Nadar | Teena Jhinjhoter | View Details | I will speed post Audit Report Today | |||||
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) |