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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
June 21, 2023 | Call made to client - but unsuccessful | Michelle Dcunha | 9920572944 | Michelle Dcunha | 9920572944 | Sonu Roy | 022-48900450 | For advance payment of income tax return AY 23-24. We have already advance payment sent on 05-06-2023 | Sonu Roy | Sonu Roy | View Details | For advance payment of income tax return AY 23-24. We have already advance payment sent on 05-06-2023 | |||
August 27, 2019 | Call made to client - but unsuccessful | Monica James | 9199109759 | Monica James | Sonu Roy | 9702121414 | Please provide income tax password for income tax return AY 2019-20 | Sonu Roy | View Details | Please provide income tax password for income tax return AY 2019-20 | |||||
March 19, 2024 | Call made to client - but unsuccessful | Sunita Suresh Jadhav | 9221651726 | Parikshit Jadhav | 9970167557 | Sonu Roy | 022-48900450 | Advance payment for TDS return of property purchase | Sonu Roy | Sonu Roy | View Details | Advance payment for TDS return of property purchase | |||
July 27, 2020 | Call made to client - but unsuccessful | Hari P R | 9447646026 | Hari P R | 9447646026 | Sonu Roy | 9702121414 | Income tax return AY 2019-20 is not yet verified so please E return verify from internet banking URGENTLY. | Sonu Roy | Sonu Roy | View Details | Income tax return AY 2019-20 is not yet verified so please E return verify from internet banking URGENTLY. | |||
August 6, 2021 | Call Received from Client | Anita Nadkarni | 9819406333 | Anita Nadkarni | 9819406333 | Sonu Roy | 9702011179 | income tax return status AY 2021-22 | Sonu Roy | Sonali Choudhary | View Details | income tax return status AY 2021-22 | |||
August 10, 2021 | Call made to client - but unsuccessful | Deepti Mohankumar | 9833056071 | Deepti Mohankumar | 9833056071 | Sonu Roy | 9702011179 | Advance payment for Income tax return AY 2021-22 | Sonu Roy | Sonu Roy | View Details | Advance payment for Income tax return AY 2021-22 | |||
August 25, 2021 | Call made to client - but unsuccessful | Sagar Kishor Karnik | 9821166227 | Sagar Kishor Karnik | 9821166227 | Pooja Parmani | 9819540930 | for investment for capital gain amount tax saving | Sonu Roy | Pooja Parmani | View Details | for investment for capital gain amount tax saving | |||
September 29, 2021 | Call made to client - but unsuccessful | Kapil Verma | 9987024181 | Kapil Varma | 9987024181 | Sonu Roy | 9819540930 | For advance payment for Income tax return AY 21-22 of your self and Puppul Shrivastava | Sonu Roy | Sonu Roy | View Details | For advance payment for Income tax return AY 21-22 of your self and Puppul Shrivastava | |||
October 23, 2021 | Call made to client - but unsuccessful | Pushpa Dasgupta | 9820426660 | Pushpa Dasgupta | 9820426660 | Sonu Roy | 9702011179 | For Advance payment for ITR AY 21-22 | Sonu Roy | Sonu Roy | View Details | For Advance payment for ITR AY 21-22 | |||
October 29, 2021 | Visitor in Office | sayyed ali masoodalam | 9821365033 | Sayyed Ali Masoodalam | 9821365033 | Sonali Choudhary | Last 3 years income tax return and balance sheet certified true copy | Sonu Roy | Sonali Choudhary | View Details | Last 3 years income tax return and balance sheet certified true copy | ||||
November 19, 2021 | Call made to client - but unsuccessful | Mohit Mathew | 9850917660 | Mohit Mathew | 9850917660 | Sonu Roy | 9702011179 | For Advance Payment of income tax return AY 21-22 | Sonu Roy | Sonu Roy | View Details | For Advance Payment of income tax return AY 21-22 | |||
November 23, 2021 | Call made to client - but unsuccessful | SHEENA VIEGAS | 98211 39510 | SHEENA VIEGAS | 9821139510 | Sonu Roy | 022-48900450 | Please provide GST invoice Oct 2021 (Sale and Purchases invoice) | Sonu Roy | Sonu Roy | View Details | Please provide GST invoice Oct 2021 (Sale and Purchases invoice) | |||
December 8, 2021 | Call made to client - but unsuccessful | Pushpa Dasgupta | 9820426660 | Pushpa Dasgupta | 9820426660 | Sonu Roy | 022-48900450 | Please provide capital gain statement open password for Income tax return AY 21-22 | Sonu Roy | Sonu Roy | View Details | Please provide capital gain statement open password for Income tax return AY 21-22 | |||
July 19, 2019 | Call made to client - but unsuccessful | 9920840032 | AMEETA PANCHAL | Fedora Fernandes | 9819540930 | Details required | Sonu Roy | View Details | Details required | ||||||
July 22, 2019 | Call Received from Client | 9967276056 | juliet Sequeira | Sonu Roy | 9702121414 | meeting for income tax return AY 2019-20 | Sonu Roy | View Details | meeting for income tax return AY 2019-20 | ||||||
July 15, 2022 | Call made to client - but unsuccessful | Vineet Manocha | 7738930777 | Vineet Manocha | 7738930777 | Sonu Roy | 022-48900450 | For advance payment and salary slip March 2022 | Sonu Roy | Sonu Roy | View Details | For advance payment and salary slip March 2022 | |||
August 7, 2019 | Call Received from Client | Annpurnatraders | 8551060454 | K S Prasad | Sonu Roy | 022-28090939 | GST 3 B Return June 2019 and GST Tax payment | Sonu Roy | View Details | GST 3 B Return June 2019 and GST Tax payment | |||||
August 9, 2019 | Call made to client - but unsuccessful | Nikhil Kane | 9440200273 | Nikhil Kane | Sonu Roy | 9702121414 | second page of form 16 | Sonu Roy | View Details | second page of form 16 | |||||
December 24, 2022 | Call made to client - but unsuccessful | Prashant Pandurang Kale | 9008451743 | Prashant Pandurang Kale | 9008451743 | Sonu Roy | 022-48900450 | I called you twice on mobile number 9008451743 but no reply. Maybe you were busy. You can call me back on 022-48900450 number whenever you are free Fee was asked for either OR 2. to check all returns which would be 2000 per year per return. So kindly let us know which option you are currently choosing. Accordingly we will proceed. This matter is pending for above clarification from your side | Sonu Roy | Sonu Roy | View Details | I called you twice on mobile number 9008451743 but no reply. Maybe you were busy. You can call me back on 022-48900450 number whenever you are free Fee was asked for either OR 2. to check all returns which would be 2000 per year per return. So kindly let us know which option you are currently choosing. Accordingly we will proceed. This matter is pending for above clarification from your side | |||
February 11, 2023 | Call made to client - but unsuccessful | FELICITY SHUVAMAY CHOWDHURY | 9322409070 | FELICITY SHUVAMAY CHOWDHURY | 9322409070 | Sonu Roy | 022-48900450 | Reminder for below Please find attached Bank statement queries marked as comment box. I need to know the type of receipt it is - you may put this i an excel sheet and send or mention in the box provided Also attached is tentative computation which will undergo change based on your replies Alos provide Interest accrued certificate since in bank many transactions related to FD are seen Also we have not received the copies of Old Purchase and sale agreement of property sold during FY 14-15 - this is mandatory for the purpose of this notice since we have to file the ITR (arriving at the capital gain) and this information for the ITR will come from the documents As discussed on Phone the total fee for this is Rs. 25000. 15000 Recd 10000 is pending | Sonu Roy | Sonu Roy | View Details | Reminder for below Please find attached Bank statement queries marked as comment box. I need to know the type of receipt it is - you may put this i an excel sheet and send or mention in the box provided Also attached is tentative computation which will undergo change based on your replies Alos provide Interest accrued certificate since in bank many transactions related to FD are seen Also we have not received the copies of Old Purchase and sale agreement of property sold during FY 14-15 - this is mandatory for the purpose of this notice since we have to file the ITR (arriving at the capital gain) and this information for the ITR will come from the documents As discussed on Phone the total fee for this is Rs. 25000. 15000 Recd 10000 is pending | |||
April 22, 2023 | Call made to client - but unsuccessful | ELIOS ADVISORS LLP | 8286914900 | Juhi SIngh | 8286914900 | Sonu Roy | 022-48900450 | For GST tax payment Dec 2022 and GST late fee applicable for Late GST filing | Sonu Roy | Sonu Roy | View Details | For GST tax payment Dec 2022 and GST late fee applicable for Late GST filing | |||
June 2, 2023 | Call made to client - but unsuccessful | UDAY DAMODAR UDESHI | 9137277782 | MAULIK MARTHAK | 9870271647 | Sonu Roy | 022-48900450 | Advance payment for income tax return last 3 years | Sonu Roy | Sonu Roy | View Details | Advance payment for income tax return last 3 years | |||
October 28, 2023 | Call made to client - but unsuccessful | PUSHKAR SUHAS JOG | 9892896774 | Bhavesha Khilosia | 9892896774 | Sonu Roy | 022-48900450 | Please confirm our estimated fee for filing the TDS return on the flat purchased. | Sonu Roy | Sonu Roy | View Details | Please confirm our estimated fee for filing the TDS return on the flat purchased. | |||
December 29, 2023 | Call made to client - but unsuccessful | SURYANARAYANA VENKATA PALLELA | 8985896073 | SURYANARAYANA VENKATA PALLELA | 8985896073 | Sonu Roy | 022-48900450 | Compliance notice AY 2023-24 | Sonu Roy | Sonu Roy | View Details | Compliance notice AY 2023-24 | |||
March 22, 2024 | Call made to client - but unsuccessful | NAMRATA DSOUZA | 9833558985 | NAMRATA DSOUZA | 9833558985 | Sonu Roy | 022-48900450 | We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS' | Sonu Roy | Sonu Roy | View Details | We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS' | |||
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) |