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) |
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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 | |||
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 | |||
September 23, 2022 | Visitor in Office | Classic Group | 02240033338 | Mahesh Shinde | 8828242032 | Pooja Parmani | Signed Copy Collect classic group ITR And Audit FY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Signed Copy Collect classic group ITR And Audit FY 21-22 | ||||
October 6, 2022 | Visitor in Office | sakharam Londhe | 9869392554 | Pooja Parmani | Audit FY 21-22 Documents Submitted | Sonali Choudhary | Pooja Parmani | View Details | Audit FY 21-22 Documents Submitted | ||||||
October 12, 2022 | Visitor in Office | Shree Shivdham CHS. Ltd. | 8692005213 | Naresh Singh | 8976551354 | Pooja Parmani | Collect signed Audit Report FY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Collect signed Audit Report FY 21-22 | ||||
October 18, 2022 | Visitor in Office | Pradeep Churi | 9515156815 | Pradeep Churit | 9515156815 | Sonu Roy | cheque given of Rs. 40000/- for Service tax notice | Sonali Choudhary | Sonu Roy | View Details | cheque given of Rs. 40000/- for Service tax notice | ||||
October 19, 2022 | Visitor in Office | Nageshwariprasad Tiwari | 9619476055 | Nageshwariprasad Tiwari | 9619476055 | Sonu Roy | GST tax amount given in cash for the month of Sep 22 | Sonali Choudhary | Sonu Roy | View Details | GST tax amount given in cash for the month of Sep 22 | ||||
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 | |||
October 28, 2022 | Visitor in Office | Rosy Saldanha | 9833917211 | Rosy Saldanha | 9833917211 | Sonali Choudhary | For Diana Saldanha PAN card correction | Sonali Choudhary | Sonali Choudhary | View Details | For Diana Saldanha PAN card correction | ||||
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) |