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 17, 2022 | Call made to client - but unsuccessful | Aloma Fernandes | 9833019564 | Alomo Fernandes | 9833019564 | Sonu Roy | 022-48900450 | call made regarding advance tax payment | Prathamesh Tervankar | Sonu Roy | View Details | call made regarding advance tax payment | |||
June 17, 2022 | Call made to client - but unsuccessful | Jayanti pathare | 9820591090 | Jayanti Pathare | 9820591090 | Sonu Roy | 022-48900450 | Advance Payment for Income Tax return 2022-23 | Prathamesh Tervankar | Sonu Roy | View Details | Advance Payment for Income Tax return 2022-23 | |||
June 18, 2022 | Visitor in Office | jason D'osuza | 9920533966 | jason D'osuza | 9920533966 | Sonu Roy | MF Investment | Prathamesh Tervankar | Sonu Roy | View Details | MF Investment | ||||
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 | |||
June 20, 2022 | Visitor in Office | pravin attawar | 9820459420 | Pravin Attawar | 9820459420 | Sonali Choudhary | For Filing return for AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | For Filing return for AY 22-23 | ||||
June 21, 2022 | Call made to client - but unsuccessful | Rohit Kumar | 9419670255 | Rohit Kumar | 9419670255 | Sonali Choudhary | 022-48900450 | For Advance Tax Payment | Prathamesh Tervankar | Sonali Choudhary | View Details | For Advance Tax Payment | |||
June 21, 2022 | Call made to client - but unsuccessful | Sumit Pant | 9867580025 | Sumit Pant | 9867580025 | Sonali Choudhary | 022-48900450 | Please provide capital gain statement FY 2021-22 (01.04.2021 to 31.03.2022). sent mail yesterday | Sonali Choudhary | Sonali Choudhary | View Details | Please provide capital gain statement FY 2021-22 (01.04.2021 to 31.03.2022). sent mail yesterday | |||
June 21, 2022 | Visitor in Office | Julroy Rodrigues | 9821593451 | Julroy Rodrigues | 9821593451 | Sonali Choudhary | Collected ITR and Computaton Copy | Prathamesh Tervankar | Sonali Choudhary | View Details | Collected ITR and Computaton Copy | ||||
June 22, 2022 | Call made to client - but unsuccessful | Nelson Fernandes | 9322233624 | Nelson Fernandes | 9322233624 | Sonu Roy | 022-48900450 | Please provide Sale Purchase Receipt For May 2022 | Prathamesh Tervankar | Sonu Roy | View Details | Please provide Sale Purchase Receipt For May 2022 | |||
June 22, 2022 | Call made to client - but unsuccessful | Vishal Raval | 9022690353 | Vishal Raval | 9022690353 | Sonu Roy | 022-48900450 | Please provide Sale Purchase Receipt For May 2022 | Prathamesh Tervankar | Sonu Roy | View Details | Please provide Sale Purchase Receipt For May 2022 | |||
June 22, 2022 | Call made to client - but unsuccessful | Aloma Fernandes | 9833019564 | Aloma Fernandes | 9833019564 | Sonu Roy | 022-48900450 | Advance Payment for Income Tax return 2022-23 | Prathamesh Tervankar | Sonu Roy | View Details | Advance Payment for Income Tax return 2022-23 | |||
June 22, 2022 | Call made to client - but unsuccessful | Enone Lobo | 9833896648 | Enone Lobo | 9833896648 | Sonu Roy | 022-48900450 | Advance Payment for Income Tax return 2022-23 | Prathamesh Tervankar | Sonu Roy | View Details | Advance Payment for Income Tax return 2022-23 | |||
June 23, 2022 | Call made to client - but unsuccessful | Neelakantaiah Sharavana | 9969145290 | Neelakantaiah Sharavana | 9969145290 | Sonu Roy | 9819540930 | Review reply pending Sent on 07/.06./22. Requesting you to please WhatsApp call on 9819540939 and talk to Arvind Victor Estibeiro | Prathamesh Tervankar | Sonu Roy | View Details | Review reply pending Sent on 07/.06./22. Requesting you to please WhatsApp call on 9819540939 and talk to Arvind Victor Estibeiro | |||
June 27, 2022 | Visitor in Office | anil Shah | 9870447159 | Anil Shah | 9870447159 | Sonali Choudhary | for Computation and ITR V AY 22-23 print out | Sonali Choudhary | Sonali Choudhary | View Details | for Computation and ITR V AY 22-23 print out | ||||
June 27, 2022 | Call made to client - but unsuccessful | Swati Tambe | 9867118335 | Vijay Tambe | 9867118335 | Sonali Choudhary | 022-48900450 | Advance Tax Payment for ITR AY 2022-23 | Aditya Bangera | Sonali Choudhary | View Details | Advance Tax Payment for ITR AY 2022-23 | |||
June 27, 2022 | Call made to client - but unsuccessful | Swati Tambe | 9867118335 | Vijay Tambe | 9867118335 | Sonali Choudhary | 022-48900450 | Advance Tax Payment for ITR AY 2022-23 | Aditya Bangera | Sonali Choudhary | View Details | Advance Tax Payment for ITR AY 2022-23 | |||
June 27, 2022 | Call made to client - but unsuccessful | Mariappan Kathamuthu | 9869260169 | Mariappan Kathamuthu | 9869260169 | Sonali Choudhary | 022-48900450 | ITR AY 2022-23 | Aditya Bangera | Sonali Choudhary | View Details | ITR AY 2022-23 | |||
June 27, 2022 | Call made to client - but unsuccessful | Sheldon Pereira | 9820739417 | Sheldon Pereira | 9820739417 | Sonali Choudhary | 022-48900450 | Regardin Bank statement and Any other tax saving investment for Yourself and your Wife , Michelle | Aditya Bangera | Sonali Choudhary | View Details | Regardin Bank statement and Any other tax saving investment for Yourself and your Wife , Michelle | |||
June 29, 2022 | Visitor in Office | Asha Rajendran | 9820926149 | Asha Rajendran | 9820926149 | Sonu Roy | for ITR AY 22-23 filing | Sonu Roy | Sonu Roy | View Details | for ITR AY 22-23 filing | ||||
June 29, 2022 | Visitor in Office | CM Murthy | 9892597582 | CM Murthy | 9892597582 | Sonu Roy | For ITR AY 22-23 filing | Aditya Bangera | Sonu Roy | View Details | For ITR AY 22-23 filing | ||||
June 30, 2022 | Call made to client - but unsuccessful | Ruchita Sawant | 9769596778 | Ruchita Sawant | 9769596778 | Sonali Choudhary | 022-48900450 | Advance payment for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | Advance payment for ITR AY 22-23 | |||
June 30, 2022 | Call made to client - but unsuccessful | Shweta Venkatraman | 9969069159 | Shweta Venkatraman | 9969069159 | Sonu Roy | 022-48900450 | For ITR AY 22-23 filing | Aditya Bangera | Sonu Roy | View Details | For ITR AY 22-23 filing | |||
June 30, 2022 | Visitor in Office | Fabian Dennis Sequeira | 9892197645 | Fabian Dennis Sequeira | 9892197645 | Sonu Roy | Filing ITR AY 2022-23 | Aditya Bangera | Sonu Roy | View Details | Filing ITR AY 2022-23 | ||||
July 1, 2022 | Call made to client - but unsuccessful | Antonella Jiandani | 8291619461 | Antonella Jiandani | 8291619461 | Sonu Roy | 022-48900450 | Please provide following below documents for income tax return AY 22-23 | Sonu Roy | Sonu Roy | View Details | Please provide following below documents for income tax return AY 22-23 | |||
July 1, 2022 | Call made to client - but unsuccessful | Kaushal Shah Huf | 9820317353 | Kaushal shah | 9820317353 | Sonali Choudhary | 022-48900450 | Please provide bank statement form 01.04.2021 to 31.03.2022 for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | Please provide bank statement form 01.04.2021 to 31.03.2022 for ITR 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) |