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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
January 10, 2020 | Call Received from Client | prashant roul | 9930311221 | Fedora Fernandes | 9819540930 | tan over of FY 17-18 & 18-19 | manoranjitha Soundra | Fedora Fernandes | View Details | tan over of FY 17-18 & 18-19 | |||||
January 9, 2020 | Call Received from Client | prashant roul | 9930311221 | Fedora Fernandes | 9819540930 | TAN over of FY 17-18& 18-19 | manoranjitha Soundra | Fedora Fernandes | View Details | TAN over of FY 17-18& 18-19 | |||||
March 2, 2021 | Call Received from Client | jignesh ghiya | 9820652606 | Jignesh Ghiya | 9820652606 | Sonali Choudhary | 9702011179 | Tax Consultancy | Prathamesh Tervankar | Sonali Choudhary | View Details | Tax Consultancy | |||
January 29, 2020 | Call Received from Client | Vishal Raval | 0224976177 | vishal raval | 2249761776 | Sonu Roy | 9819540930 | TAX RETURN PAYMENT MAIL TO SENT | manoranjitha Soundra | Sonu Roy | View Details | TAX RETURN PAYMENT MAIL TO SENT | |||
August 9, 2019 | Call made to client - but unsuccessful | Amit Singh | 9619872508 | AMIT | Fedora Fernandes | 9702121414 | Tax challan mailed on 7th August. Kindly let me know by when the payment will be made so I can proceed to upload your return. | Fedora Fernandes | View Details | Tax challan mailed on 7th August. Kindly let me know by when the payment will be made so I can proceed to upload your return. | |||||
July 14, 2021 | Call Received from Client | Arti Bhole | 9867208191 | Arti Bhole | 9867208191 | Pooja Parmani | 9702011179 | Tax computation understanding for AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Tax computation understanding for AY 21-22 | |||
July 14, 2021 | Call Received from Client | Suryanarayana Pallela | 8985896073 | Pooja Parmani | 9702011179 | Tax computation understanding for AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Tax computation understanding for AY 21-22 | |||||
March 3, 2021 | Visitor in Office | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | Tax Consultancy | Prathamesh Tervankar | Pooja Parmani | View Details | Tax Consultancy | ||||
March 11, 2021 | Call Received from Client | Mohammed Bawazir | 9920069986 | Mohammed Bawazir | 9920069986 | Pooja Parmani | 9819540930 | Tax Consultancy | Sonali Choudhary | Pooja Parmani | View Details | Tax Consultancy | |||
September 29, 2021 | Visitor in Office | Rakesh Survase | 9029287783 | Rakesh Survase | 9029287783 | Sonu Roy | Tax Consultancy | Sonali Choudhary | Sonu Roy | View Details | Tax Consultancy | ||||
August 6, 2022 | Visitor in Office | Rakesh Survase | 9029287783 | Rakesh Survase | 9029287783 | Sonu Roy | Tax Consultancy | Sonali Choudhary | Sonu Roy | View Details | Tax Consultancy | ||||
November 3, 2022 | Visitor in Office | Lalit Garg | 7727009230 | Lalit Garg | 7727009230 | Pooja Parmani | Tax Consultancy | Sonali Choudhary | Pooja Parmani | View Details | Tax Consultancy | ||||
March 24, 2021 | Call Received from Client | Balbir Singh | 9650591004 | Balbir Singh | 9650591004 | Pooja Parmani | 9819540930 | Tax Consultancy about ITR AY 21-22 | Prathamesh Tervankar | Pooja Parmani | View Details | Tax Consultancy about ITR AY 21-22 | |||
July 31, 2020 | Call Received from Client | M.P Shashidharan | 9769431306 | M P Shashidharan | 7150507097 | Sonu Roy | 9819540930 | Tax Consultancy Payment Conformation Regarding | Sonali Choudhary | Sonu Roy | View Details | Tax Consultancy Payment Conformation Regarding | |||
July 31, 2020 | Call made to client - but unsuccessful | M.P Shashidharan | 9769431306 | M P Shashidharan | 9769431306 | Sonali Choudhary | 9819540930 | Tax Consultancy Payment Regarding | Sonali Choudhary | Sonali Choudhary | View Details | Tax Consultancy Payment Regarding | |||
March 25, 2021 | Call Received from Client | Seema Charde | 9869838711 | Sumit Charde | 9075186317 | Sonu Roy | 9819540930 | Tax Investment | Prathamesh Tervankar | Sonu Roy | View Details | Tax Investment | |||
March 3, 2021 | Call Received from Client | Alphreda Anthony | 9821178982 | Sonali Choudhary | 9702121414 | Tax notice received for ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | Tax notice received for ITR AY 20-21 | |||||
October 13, 2020 | Call Received from Client | Chirantana Bhatt | 9820566450 | Chirantana Bhatt | 9820566450 | Sonu Roy | 022-28090939 | Tax Payable of ITR AY 20-21 Talk to sonu roy about this | Sonali Choudhary | Sonu Roy | View Details | Tax Payable of ITR AY 20-21 Talk to sonu roy about this | |||
June 15, 2022 | Call made to client - but unsuccessful | Alok Bahuguna | 9819886204 | Alok Bahuguna | 9819886204 | Sonu Roy | 022-48900450 | Tax payment for AY 21-22 | Sonali Choudhary | Sonu Roy | View Details | Tax payment for AY 21-22 | |||
August 28, 2021 | Call Received from Client | shriram jambhekar(HUF) | 9833385572 | Shriram Jambhekar | 9833385572 | Anita Prajapati | 9702011179 | Tax payment for ITR AY 21-22 | Sonali Choudhary | Anita Prajapati | View Details | Tax payment for ITR AY 21-22 | |||
January 2, 2020 | Visitor in Office | Gama Pandey | 9821391611 | gama pandey | 9821391611 | Sonu Roy | tax payment last year FY 18-19 | manoranjitha Soundra | Sonu Roy | View Details | tax payment last year FY 18-19 | ||||
February 7, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | TAX planning | manoranjitha Soundra | Sonu Roy | View Details | TAX planning | |||
February 7, 2020 | Call Received from Client | shalini kamble | 9220540636 | shalini kamable | 9220540636 | Sonu Roy | 9819540930 | TAX PLANNING | manoranjitha Soundra | Sonu Roy | View Details | TAX PLANNING | |||
February 10, 2020 | Visitor in Office | shalini kamble | 9220540636 | Saurabh kamble | 9768049598 | Pooja Parmani | Tax planning | Teena Jhinjhoter | Pooja Parmani | View Details | Tax planning | ||||
March 18, 2020 | Visitor in Office | Harshal Birari | 9869391725 | Pooja Parmani | Tax Planning | Jebas Nadar | Pooja Parmani | View Details | Tax Planning | ||||||
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) |