Client Call/Visit Log Report

Displaying 4,451 - 4,475 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)
August 17, 2022	Call made to client - but unsuccessful	Monika Singh	9769294970	Monika Singh	9769294970	Sonali Choudhary	022-48900450	For E-verification of ITR AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	For E-verification of ITR AY 22-23
August 17, 2022	Call made to client - but unsuccessful	Monika Singh	9769294970	Monika Singh	9769294970	Sonali Choudhary	022-48900450	For E-verification of ITR AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	For E-verification of ITR AY 22-23
August 18, 2022	Visitor in Office	Jessica John	9870221108	Dionysious John	9870221108	Sonali Choudhary		Collect John Family Passbooks and interest accrued certificate		Sonali Choudhary	Sonali Choudhary			View Details	Collect John Family Passbooks and interest accrued certificate
August 20, 2022	Visitor in Office	Rajaram Jadhav	9222280518	Rajaram Jadhav	9222280518	Sonu Roy		For income tax return AY22-23		Sonu Roy	Sonu Roy			View Details	For income tax return AY22-23
August 22, 2022	Call made to client - but unsuccessful	Sumit Charde	9075186317	Sumit Charde	9075186317	Sonu Roy	022-48900450	Please provide Home loan interest certificate from 01.04.2021 to 31.03.2022 and march 22 salary slip for ITR AY 22-23		Sonali Choudhary	Sonu Roy			View Details	Please provide Home loan interest certificate from 01.04.2021 to 31.03.2022 and march 22 salary slip for ITR AY 22-23
August 22, 2022	Call made to client - but unsuccessful	Anna Fernandes	9821583500	Anna Fernandes	9821583500	Sonali Choudhary	022-48900450	Advance payment for ITR AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	Advance payment for ITR AY 22-23
August 23, 2022	Call made to client - but unsuccessful	Ankit Rajan Kamble	9867882552	Ankit Rajan Kamble	9867882552	Sonali Choudhary	022-48900450	Conformation on test sent on gpay		Sonali Choudhary	Sonali Choudhary			View Details	Conformation on test sent on gpay
August 24, 2022	Visitor in Office	Dr. Livin Jose Perinchery	9860512667	Jose Perinchery	9860512667	Pooja Parmani		for preparation of Balance sheet and P&L for FY 21-22		Sonali Choudhary	Pooja Parmani			View Details	for preparation of Balance sheet and P&L for FY 21-22
August 24, 2022	Call made to client - but unsuccessful	PRAGATI KRISHNARAY KEDAR	8779593002	PRAGATI KRISHNARAY KEDAR	8779593002	Sonu Roy	022-48900450	We will file the return shortly calculation sent on 22-08-2022 for ITR AY 22-2		Sonali Choudhary	Sonu Roy			View Details	We will file the return shortly calculation sent on 22-08-2022 for ITR AY 22-2
August 25, 2022	Call made to client - but unsuccessful	Vijay Kumar Chauhan	9619513936	KVA MUMBAI	9619513936	Sonali Choudhary	022-48900450	Documents Audit FY 21-22. You may call Arvind Sir on 9819540939 for only WhatsApp calling		Sonali Choudhary	Sonali Choudhary			View Details	Documents Audit FY 21-22. You may call Arvind Sir on 9819540939 for only WhatsApp calling
August 29, 2022	Visitor in Office	Arumugam Shanmugam Naidu	9967481447	Arumugam Shanmugam Naidu	9967481447	Sonali Choudhary		for ITR AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	for ITR AY 22-23
August 30, 2022	Call made to client - but unsuccessful	Mendes Kerwin	9987780821	Mendes Kerwin	9987780821	Sonali Choudhary	022-48900450	For Domicile certificate		Sonali Choudhary	Sonali Choudhary			View Details	For Domicile certificate
August 31, 2022	Call made to client - but unsuccessful	Pushpa Dasgupta	9820426660	Pushpa Dasgupta	9820426660	Sonu Roy	022-48900450	In order to arrive at the Capital Gains and exemptions etc I will need the following information: Details of Property Sold (Provide expected values if not yet sold) 1 Sale Agreement value of property sold - Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page. 2 Date of sale agreement 3 Address of Property Sold: (Along with Pin Code) 4. Please scan and send me Registration Receipt (Registration Pauti) 5. No. of joint holders and their names with PAN Numbers 6. Any TDS deducted by the buyers- if yes - attach TDS certificate - if they have given you Purchase Details of Old Property Sold 1.Number of old properties sold 2. Old Purchase Agreement value of property/ies: Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page. 2 Date of Old purchase agreement/s 3 Address of Old Property : (Along with Pin Code) 4. Please scan and send me Registration Receipt (Registration Pauti) [This may not be available if the property is very old/ancestral property] 5. Stamp duty amount and Registration Amount paid at the time of old purchase [This may not be available if the property is very old/ancestral property] 6. No. of joint holders and their names 7. Have you incurred any cost towards improvement (like civil works, plastering, paintings etc) of the property? If yes - amounts and date (this will reduce your taxable gains ) New Property Purchased - (if any) before or after the above sale - details needed 1 Purchase Agreement value of new property. Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page. 2 Date of purchase agreement 3 Address of Property Purchased: (Along with Pin Code) 4. Please scan and send me Registration Receipt (Registration Pauti) 5. Stamp duty amount and Registration Amount paid 6. No. of joint holders and their names with PAN Numbers 7. Did you deduct TDS - Yes or No?		Sonu Roy	Sonu Roy			View Details	In order to arrive at the Capital Gains and exemptions etc I will need the following information: Details of Property Sold (Provide expected values if not yet sold) 1 Sale Agreement value of property sold - Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page. 2 Date of sale agreement 3 Address of Property Sold: (Along with Pin Code) 4. Please scan and send me Registration Receipt (Registration Pauti) 5. No. of joint holders and their names with PAN Numbers 6. Any TDS deducted by the buyers- if yes - attach TDS certificate - if they have given you Purchase Details of Old Property Sold 1.Number of old properties sold 2. Old Purchase Agreement value of property/ies: Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page. 2 Date of Old purchase agreement/s 3 Address of Old Property : (Along with Pin Code) 4. Please scan and send me Registration Receipt (Registration Pauti) [This may not be available if the property is very old/ancestral property] 5. Stamp duty amount and Registration Amount paid at the time of old purchase [This may not be available if the property is very old/ancestral property] 6. No. of joint holders and their names 7. Have you incurred any cost towards improvement (like civil works, plastering, paintings etc) of the property? If yes - amounts and date (this will reduce your taxable gains ) New Property Purchased - (if any) before or after the above sale - details needed 1 Purchase Agreement value of new property. Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page. 2 Date of purchase agreement 3 Address of Property Purchased: (Along with Pin Code) 4. Please scan and send me Registration Receipt (Registration Pauti) 5. Stamp duty amount and Registration Amount paid 6. No. of joint holders and their names with PAN Numbers 7. Did you deduct TDS - Yes or No?
September 2, 2022	Visitor in Office	Kishor Karnik	9664666229	Bimbisar Atharva	9664666229	Pooja Parmani		Bimbisar Atharva Audit Report FY 21-22		Sonali Choudhary	Pooja Parmani			View Details	Bimbisar Atharva Audit Report FY 21-22
September 2, 2022	Call made to client - but unsuccessful	chhaya gupta	9892808201	Yashasvi Gupta	9820621777	Sonali Choudhary	022-48900450	Refund Reissue for AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	Refund Reissue for AY 22-23
September 3, 2022	Call made to client - but unsuccessful	Maclean Lewis	9619468053	Maclean Lewis	9619468053	Sonu Roy	022-48900450	GST-3b Data for the month of July and August 22		Sonali Choudhary	Sonu Roy			View Details	GST-3b Data for the month of July and August 22
September 9, 2022	Visitor in Office	Nilesh badkar	9967547858	Nilesh badkar	9967547858	Sonu Roy		Capital Gain consultancy		Sonali Choudhary	Sonu Roy			View Details	Capital Gain consultancy
September 12, 2022	Visitor in Office	Shruti Shetty	9923508434	sadhana	9372368824	Pooja Parmani		File preparation of GST		Sonali Choudhary	Pooja Parmani			View Details	File preparation of GST
September 16, 2022	Call made to client - but unsuccessful	KN Bhat	9969481420	KN Bhat	9969481420	Sonali Choudhary	022-48900450	Advance payment for ITR AY 22-23		Sonali Choudhary	Sonali Choudhary			View Details	Advance payment for ITR AY 22-23
September 16, 2022	Visitor in Office	Anurag Mundra	9029299991	Sushil Gupta	7844902405	Sonali Choudhary		As Discussed Digital Signature Given to Sushil Gupta		Sonali Choudhary	Sonali Choudhary			View Details	As Discussed Digital Signature Given to Sushil Gupta
September 16, 2022	Call made to client - but unsuccessful	Esha Amin	9833980487	Esha Amin	9833980487	Sonali Choudhary	022-48900450	Advance payment for TDS 26 QB		Sonali Choudhary	Sonali Choudhary			View Details	Advance payment for TDS 26 QB
September 16, 2022	Visitor in Office	Classic Group	9819540930	Jayesh Satam	8452903412	Pooja Parmani		Certified ITR Copy Collect		Sonali Choudhary	Pooja Parmani			View Details	Certified ITR Copy Collect
September 19, 2022	Visitor in Office	Mahima Attawar	9920907671	Pravin Attawar	9920907671	Sonali Choudhary		Fees Payment for Refund Reissue		Sonali Choudhary	Sonali Choudhary			View Details	Fees Payment for Refund Reissue
September 19, 2022	Call made to client - but unsuccessful	Brightpoint AI Technologies Private Limited	9819180552	Harsha Chandiramani	9819180552	Sonali Choudhary	022-48900450	Conformation on GST-3b June 22 return filed or not		Sonali Choudhary	Sonali Choudhary			View Details	Conformation on GST-3b June 22 return filed or not
September 19, 2022	Call made to client - but unsuccessful	Suruchi Nangia	9004389769	Suruchi Nangia	9004389769	Sonali Choudhary	022-48900450	For Computation of income - i.e. for FY 2016, FY2017 and FY 2018		Sonali Choudhary	Sonali Choudhary			View Details	For Computation of income - i.e. for FY 2016, FY2017 and FY 2018
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)