Client Call/Visit Log Report

Displaying 4,526 - 4,550 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 4, 2022	Call made to client - but unsuccessful	Puneet Chopra	9819194252	Puneet Chopra	9819194252	Sonali Choudhary	022-48900450	Awaiting for your conformation on audit documents collection		Sonali Choudhary	Sonali Choudhary			View Details	Awaiting for your conformation on audit documents collection
August 6, 2022	Call made to client - but unsuccessful	Nelson Fernandes	9322233624	karen Fonseca	9987533790	Sonu Roy	022-48900450	Please provide GST sales and purchase data for june 22		Sonali Choudhary	Sonu Roy			View Details	Please provide GST sales and purchase data for june 22
August 13, 2022	Call made to client - but unsuccessful	Dilipkumar singh	9987640553	Dilipkumar singh	9987640553	Sonu Roy	022-48900450	Trade Name for GST Registration		Sonali Choudhary	Sonu Roy			View Details	Trade Name for GST Registration
August 16, 2022	Call made to client - but unsuccessful	Girish Gokul	9676046082	Girish Gokul	9676046082	Sonali Choudhary	022-48900450	Please provide home loan interest certificate from 01.04.2021 to 31.03.2022		Sonali Choudhary	Sonali Choudhary			View Details	Please provide home loan interest certificate from 01.04.2021 to 31.03.2022
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 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	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 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	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 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	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 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
September 19, 2022	Call made to client - but unsuccessful	Rajesh Ranjan	8291399672	Rajesh Ranjan	8291399672	Sonali Choudhary	022-48900450	Advance payment and Documents for Audit FY 21-22 and Digital signature		Sonali Choudhary	Sonali Choudhary			View Details	Advance payment and Documents for Audit FY 21-22 and Digital signature
September 20, 2022	Call made to client - but unsuccessful	Brightpoint Infotech Pvt Ltd	9819180552	Harsha Chandiramani	9819180552	Sonu Roy	022-48900450	Please provide scanned copy document of following below for PF Registration 1. Pan card 2. Aadhaar Card 3. Cancelled cheque 4. Mobile Number and Email id		Sonali Choudhary	Sonu Roy			View Details	Please provide scanned copy document of following below for PF Registration 1. Pan card 2. Aadhaar Card 3. Cancelled cheque 4. Mobile Number and Email id
September 21, 2022	Call made to client - but unsuccessful	Suruchi Nangia	9004389769	Suruchi Nangia	9004389769	Sonali Choudhary	022-48900450	Please provide income tax login password		Sonali Choudhary	Sonali Choudhary			View Details	Please provide income tax login password
October 19, 2022	Call made to client - but unsuccessful	Pushkar jog	9822659277	Pushkar Jog	9822659277	Sonu Roy	022-48900450	Please provide following below documents for 15ca/cb 1. Loan agreement with financier 2. Which bank account was loan amount received for trf to UK – Please provide bank statement Please do today because of tomorrow till 31.10.2022 Diwali holidays		Sonu Roy	Sonu Roy			View Details	Please provide following below documents for 15ca/cb 1. Loan agreement with financier 2. Which bank account was loan amount received for trf to UK – Please provide bank statement Please do today because of tomorrow till 31.10.2022 Diwali holidays
November 2, 2022	Call made to client - but unsuccessful	Dattakumar Powale	9930983266	Prashant Chilap	9769982214	Sonali Choudhary	022-48900450	please share cancelled cheque for updated name as DATTAKUMAR VISHWANATH POWALE		Sonali Choudhary	Sonali Choudhary			View Details	please share cancelled cheque for updated name as DATTAKUMAR VISHWANATH POWALE
November 2, 2022	Call made to client - but unsuccessful	Nilesh badkar	9967547858	Nilesh Badkar	9967547858	Sonu Roy	022-48900450	For Release deed		Sonu Roy	Sonu Roy			View Details	For Release deed
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)