Client Call/Visit Log Report

Displaying 4,401 - 4,425 of 4,768

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)
May 3, 2022	Call made to client - but unsuccessful	Shekhar Srivastava	9082901105	Shekhar Srivastava	9082901105	Sonu Roy	022-48900450	Sent ELSS investment and Mutual fund investment list		Sonali Choudhary	Sonu Roy			View Details	Sent ELSS investment and Mutual fund investment list
May 4, 2022	Call made to client - but unsuccessful	Ronnie Seymour	9969742588	Ronnie Seymour	9969742588	Sonu Roy	9819540930	For Advance Payment for ITR AY 2022-23		Sonali Choudhary	Sonu Roy			View Details	For Advance Payment for ITR AY 2022-23
May 4, 2022	Call made to client - but unsuccessful	Sagar Kishor Karnik	9821166227	Sagar Karnik	9821166227	Sonu Roy	022-48900450	Please provide TDS 26 QB form and any other form received from IT Department		Sonali Choudhary	Sonu Roy			View Details	Please provide TDS 26 QB form and any other form received from IT Department
May 4, 2022	Call made to client - but unsuccessful	Sagar Kishor Karnik	9821166227	Sagar Karnik	9821166227	Sonu Roy	022-48900450	Please provide TDS 26 QB form and any other form received from IT Department		Sonali Choudhary	Sonu Roy			View Details	Please provide TDS 26 QB form and any other form received from IT Department
May 5, 2022	Call made to client - but unsuccessful	Melvin Noronha	+971508728734	Melvin Noronha	1508728734	Sonu Roy	022-48900450	For TDS 26QB return and advance payment		Sonu Roy	Sonu Roy			View Details	For TDS 26QB return and advance payment
May 5, 2022	Visitor in Office	kshamata kadam	9920620374	kshamata kadam	9920620374	Sonu Roy		Required documents for income tax return AY 22-23		Sonu Roy	Sonu Roy			View Details	Required documents for income tax return AY 22-23
May 6, 2022	Visitor in Office	Colonel Guard Force	8451848861	Sangram More	8451848861	Pooja Parmani		Audit report collect and Bill payment		Sonali Choudhary	Pooja Parmani			View Details	Audit report collect and Bill payment
May 7, 2022	Visitor in Office	sangram more	8451848861	Shantaram Gujar	9323899521	Pooja Parmani		Collect Below documents for last five Years along with Bills 1. Signed Audit Report 2. Computation along with ITR V		Sonali Choudhary	Pooja Parmani			View Details	Collect Below documents for last five Years along with Bills 1. Signed Audit Report 2. Computation along with ITR V
May 9, 2022	Visitor in Office	malvani galaxy	9967271158	Sainath Bacche	8591272973	Sonu Roy		Audit Fee paid for FY 20-21 by Cheque		Sonali Choudhary	Sonu Roy			View Details	Audit Fee paid for FY 20-21 by Cheque
May 10, 2022	Call Received from Client	Vishal Raval	9022690353	Vishal Raval	9022690353	Sonu Roy	022-48900450	For GSTR-1 MANAK JEWELLERS PVT. LTD and MANAK DIAMONDS		Sonali Choudhary	Sonu Roy			View Details	For GSTR-1 MANAK JEWELLERS PVT. LTD and MANAK DIAMONDS
May 11, 2022	Call Received from Client	Aroop Bose	97688861214	Aroop Bose	9768886121	Sonali Choudhary	022-48900450	Sent replies mail yesterday against your query		Sonali Choudhary	Sonali Choudhary			View Details	Sent replies mail yesterday against your query
May 14, 2022	Visitor in Office	Anil Joshi	9892475737	Anil Joshi	9892475737	Sonali Choudhary		26 AS AY 2022-23 for Anil Joshi and Sandhya Joshi		Sonali Choudhary	Sonali Choudhary			View Details	26 AS AY 2022-23 for Anil Joshi and Sandhya Joshi
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
May 20, 2022	Call made to client - but unsuccessful	Vishal Raval	9022690353	Vishal Raval	9022690353	Sonu Roy	022-48900450	For GST Sales and purchase for April 22		Sonali Choudhary	Sonu Roy			View Details	For GST Sales and purchase for April 22
May 23, 2022	Visitor in Office	Rakesh Survase	9029287783	Rakesh Survase	9029287783	Sonu Roy		Consultancy on shop purchase		Sonali Choudhary	Sonu Roy			View Details	Consultancy on shop purchase
June 3, 2022	Call made to client - but unsuccessful	Namrata D’Souza	9892811384	Namrata Dsouza	9892811384	Sonali Choudhary	022-48900450	Please provide April 22 salary slip for Rent Agreement		Sonali Choudhary	Sonali Choudhary			View Details	Please provide April 22 salary slip for Rent Agreement
June 4, 2022	Visitor in Office	anil Shah	9870447159	Anil Shah	9870447159	Sonali Choudhary		ITR AY 2022-23		Sonali Choudhary	Sonali Choudhary			View Details	ITR AY 2022-23
June 8, 2022	Visitor in Office	Om Sai Motors Pvt Ltd	9619853113	Valentine John Monteiro	9619853113	Pooja Parmani		For sales tax Notice		Sonali Choudhary	Pooja Parmani			View Details	For sales tax Notice
June 10, 2022	Visitor in Office	Pravina Shroff	9619032851	Pravina Shroff	9619032851	Sonali Choudhary		ITR AY 2022-23		Sonali Choudhary	Sonali Choudhary			View Details	ITR AY 2022-23
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
June 13, 2022	Visitor in Office	Arun Nayalkar	8879502033	Arun Nayalkar	8879502033	Sonali Choudhary		ITR AY 2022-23		Sonali Choudhary	Sonali Choudhary			View Details	ITR AY 2022-23
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
June 15, 2022	Call made to client - but unsuccessful	Manoj Maloo	9820655965	Manoj Maloo	9820655965	Sonali Choudhary	022-48900450	Awaiting for your visit. please let me know when you are visiting to the office		Sonali Choudhary	Sonali Choudhary			View Details	Awaiting for your visit. please let me know when you are visiting to the office
June 16, 2022	Visitor in Office	Bharat Mewada	8369747091	Bharat Mewada	8369747091	Sonu Roy		For Finalization of Balance Sheet FY 21-22		Sonali Choudhary	Sonu Roy			View Details	For Finalization of Balance Sheet FY 21-22
June 16, 2022	Visitor in Office	pravin attawar	9820459420	Pravin Attawar	9820459420	Sonali Choudhary		Documents Submitted for Filing Return AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	Documents Submitted for Filing Return AY 22-23
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)