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) |
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January 29, 2020 | Visitor in Office | Nageshwariprasad tiwari | 9619476055 | Sonu Roy | SUBMIT BANK PASS BOOK FOR GST ANNUNAL RETURN | manoranjitha Soundra | Sonu Roy | View Details | SUBMIT BANK PASS BOOK FOR GST ANNUNAL RETURN | ||||||
October 15, 2021 | Visitor in Office | Nageshwariprasad Tiwari | 9619476044 | Nageshwari Tiwari | 9619476044 | Sonu Roy | Submit GST File for month of sep 21 | Sonali Choudhary | Sonu Roy | View Details | Submit GST File for month of sep 21 | ||||
January 23, 2020 | Visitor in Office | Nageshwariprasad tiwari | 9619476055 | Sonu Roy | submit purchase & sales file for GST RETURN | manoranjitha Soundra | Sonu Roy | View Details | submit purchase & sales file for GST RETURN | ||||||
December 26, 2019 | Visitor in Office | MAHESH SHETTY | 9323231873 | Fedora Fernandes | SUBMIT trust account online for last 3 year | manoranjitha Soundra | Fedora Fernandes | View Details | SUBMIT trust account online for last 3 year | ||||||
December 26, 2019 | Call made to client - but unsuccessful | K S R R P MURTHY | 9618404314 | KSRRP MURTHY | 9618404314 | Fedora Fernandes | 022-28090939 | SUBMIT trust account online for last 3 year | manoranjitha Soundra | Fedora Fernandes | View Details | SUBMIT trust account online for last 3 year | |||
September 23, 2019 | Visitor in Office | shree sai Sahakar Ekta Chs | 9082615518 | Pappu Verma | 7715827122 | Arvind V Estibeiro | submition of Documents related to Audit. | Sheetal Chavan | 20 | View Details | submition of Documents related to Audit. | ||||
June 30, 2021 | Visitor in Office | lalitha srikantan | 9869227099 | Devakumari Lokanthan | 9869227099 | Pooja Parmani | submitted Agreement copy for Lalitha srikantan | Sonali Choudhary | Pooja Parmani | View Details | submitted Agreement copy for Lalitha srikantan | ||||
April 25, 2022 | Visitor in Office | St. Teresa's Church | 9820108675 | Paul Dsouza | 9820108675 | Pooja Parmani | Submitted Audit Documents for FY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Submitted Audit Documents for FY 21-22 | ||||
December 9, 2019 | Visitor in Office | philip rodrix | 9821148886 | philip rodrix | 9821148886 | Sonu Roy | submitted audit report | manoranjitha Soundra | Sonu Roy | View Details | submitted audit report | ||||
April 25, 2022 | Visitor in Office | Ivan Noronha | 8454871086 | Ivan Noronha | 8454871086 | Pooja Parmani | Submitted below documents for Notice U/S 148 AY 2018-2019 b. SALE AGREEMENT OF OLD PROPERTY c. PURCHASE AGREEMENT OF OLD PROPERTY WHICH WAS SOLD | Sonali Choudhary | Pooja Parmani | View Details | Submitted below documents for Notice U/S 148 AY 2018-2019 b. SALE AGREEMENT OF OLD PROPERTY c. PURCHASE AGREEMENT OF OLD PROPERTY WHICH WAS SOLD | ||||
June 10, 2022 | Visitor in Office | Vijay Modi | 9869717299 | Vijay Modi | 9869717299 | Sonali Choudhary | Submitted Docs for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | Submitted Docs for ITR AY 22-23 | ||||
May 16, 2022 | Visitor in Office | MAULI ENTERPRISES | 9869956299 | Bhalchandra Palav | 9869956299 | Sonu Roy | Submitted original pan card closure of company | Sonali Choudhary | Sonu Roy | View Details | Submitted original pan card closure of company | ||||
September 1, 2021 | Visitor in Office | june john | 9969021427 | June John | 9969021427 | Sonali Choudhary | submitted property Agreement copy | Sonali Choudhary | Sonali Choudhary | View Details | submitted property Agreement copy | ||||
February 28, 2020 | Visitor in Office | Lata Bhambwani | 9987848371 | Pooja Parmani | submitted zerox copy of MOA points and want to discuss about ammendment in MOA | Aysha khan | Pooja Parmani | View Details | submitted zerox copy of MOA points and want to discuss about ammendment in MOA | ||||||
January 22, 2020 | Visitor in Office | MASOOM KHAN | 7738215680 | Teena Jhinjhoter | Submitting signed audit report | manoranjitha Soundra | Teena Jhinjhoter | View Details | Submitting signed audit report | ||||||
July 1, 2020 | Call Received from Client | Pushkar jog | 9822659277 | Pushkar Jog | 9822659277 | Sonu Roy | 9819540939 | Surekha Jog ITR | Sonali Choudhary | Sonu Roy | View Details | Surekha Jog ITR | |||
January 29, 2020 | Call Received from Client | harsha chandiramani | 9819180552 | Pooja Parmani | 9819540930 | SWAPAN CASE REGARDING | manoranjitha Soundra | Pooja Parmani | View Details | SWAPAN CASE REGARDING | |||||
September 11, 2020 | Call Received from Client | Vijay Tambe | 9867118335 | Sonali Choudhary | 022-35952679 | Swati Tambe's ITR AY 20-21 needs to be kept on hold as some changes has to be done and proceed with filing of his return. | Aysha khan | Sonali Choudhary | View Details | Swati Tambe's ITR AY 20-21 needs to be kept on hold as some changes has to be done and proceed with filing of his return. | |||||
September 11, 2020 | Call Received from Client | Vijay Tambe | 9867118335 | Sonali Choudhary | 022-35952679 | Swati Tambe's ITR AY 20-21 needs to be kept on hold as some changes has to be done and proceed with filing of his return. | Aysha khan | Sonali Choudhary | View Details | Swati Tambe's ITR AY 20-21 needs to be kept on hold as some changes has to be done and proceed with filing of his return. | |||||
October 7, 2019 | Call Received from Client | kiran shetty | 9923508434 | kiran shetty | 9923508434 | Sonu Roy | 9819540930 | talk about 1-oct 2019 e-mail | Jeeva Mani | Sonu Roy | View Details | talk about 1-oct 2019 e-mail | |||
December 18, 2020 | Call Received from Client | priya pillai | 9969969461 | Anita Prajapati | 9702121414 | talk to anita about my return | Sonali Choudhary | Anita Prajapati | View Details | talk to anita about my return | |||||
August 27, 2021 | Call Received from Client | Ratnesh Jain | 8898038882 | Ratnesh Jain | 8898038882 | Anita Prajapati | 9702011179 | Talk to anita for tds revisied return and Sonu for housing loan | Sonali Choudhary | Anita Prajapati | View Details | Talk to anita for tds revisied return and Sonu for housing loan | |||
July 19, 2021 | Call Received from Client | Anil Dandagaval | 8669092361 | Anil Dandagaval | 8669092361 | Anita Prajapati | 9702121414 | talk to Anita Prajapati about my it return AY 21-22 | Sonali Choudhary | Anita Prajapati | View Details | talk to Anita Prajapati about my it return AY 21-22 | |||
September 29, 2020 | Call Received from Client | Rajani Subramanian | 7506009833 | Rajani Subramanian | 9821668462 | Anita Prajapati | 9702011179 | Talk to Anita prajapati for his Family return | Sonali Choudhary | Anita Prajapati | View Details | Talk to Anita prajapati for his Family return | |||
March 9, 2021 | Call Received from Client | Bipinchandra Mistry | 8080099000 | Bipinchandra Mistry | 8080099000 | Sonali Choudhary | 9702011179 | Talk to AVE about tax saving consultancy | Prathamesh Tervankar | Sonali Choudhary | View Details | Talk to AVE about tax saving consultancy | |||
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) |