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 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 ResponseWorkflow Detail Link Regarding (Work Type)
July 15, 2022Call made to client - but unsuccessfulVineet Manocha7738930777Vineet Manocha7738930777Sonu Roy022-48900450

For advance payment and salary slip March 2022

Sonu RoySonu Roy

For advance payment and salary slip March 2022
December 10, 2019Call Received from ClientVinit Kumar Gupta Agent Vendor7977227580Vinit7977227580Teena Jhinjhoter022-35952679

Update of Loan case
Shilpa ne bola hai ki wo abhi unka Loan ka kam Hold par rakho wo unko samne se update kardungi
Ashwani ka home nahi ho payega quki unke sare Documents Mumbai ke nahi
Sheldon ne sirf ek baar call liya tha or bole ki mai apko bataunga call karke or Vinit Gupta ne unko bataya tha ki Arvind Sir ne aap ka No. liya hai Home loan ke liye

Teena JhinjhoterTeena Jhinjhoter

Update of Loan case
Shilpa ne bola hai ki wo abhi unka Loan ka kam Hold par rakho wo unko samne se update kardungi
Ashwani ka home nahi ho payega quki unke sare Documents Mumbai ke nahi
Sheldon ne sirf ek baar call liya tha or bole ki mai apko bataunga call karke or Vinit Gupta ne unko bataya tha ki Arvind Sir ne aap ka No. liya hai Home loan ke liye
October 19, 2019Call Received from ClientVinit Guptavinit gupta9028321300Sonu Roy9819540930

Change address in GST certificate.

Jeeva ManiSonu Roy

Change address in GST certificate.
December 5, 2019Visitor in OfficeVinit Kumar Gupta Agent Vendor7977227580Vinit Gupta7977227580Teena Jhinjhoter

Collection of documents

Aysha khanTeena Jhinjhoter

Collection of documents
December 6, 2019Call Received from ClientVinit Kumar Gupta Agent VendorVinit Gupta9821010765Teena Jhinjhoter022-35952679

UPDATES ABOUT LOAN OF SHILPA SHETTY -WILL GET LOAN UPTO 30,00,000 ON HER ITR ,IF ONE MORE ITR OF HER FAMILY IS ADDED SHE WILL GET THE LOAN.SHELDON PARERA-NOT ATTENDING CALL FROM YESTERDAY.MAIL THE DOCUMENTS OF ASHWANI GUPTA

Aysha khanTeena Jhinjhoter

UPDATES ABOUT LOAN OF SHILPA SHETTY -WILL GET LOAN UPTO 30,00,000 ON HER ITR ,IF ONE MORE ITR OF HER FAMILY IS ADDED SHE WILL GET THE LOAN.SHELDON PARERA-NOT ATTENDING CALL FROM YESTERDAY.MAIL THE DOCUMENTS OF ASHWANI GUPTA
December 6, 2019Call Received from ClientVinit Kumar Gupta Agent VendorVinit Gupta9821010765Teena Jhinjhoter022-35952679

UPDATES ABOUT LOAN OF SHILPA SHETTY -WILL GET LOAN UPTO 30,00,000 ON HER ITR ,IF ONE MORE ITR OF HER FAMILY IS ADDED SHE WILL GET THE LOAN.SHELDON PARERA-NOT ATTENDING CALL FROM YESTERDAY.MAIL THE DOCUMENTS OF ASHWANI GUPTA

Aysha khanTeena Jhinjhoter

UPDATES ABOUT LOAN OF SHILPA SHETTY -WILL GET LOAN UPTO 30,00,000 ON HER ITR ,IF ONE MORE ITR OF HER FAMILY IS ADDED SHE WILL GET THE LOAN.SHELDON PARERA-NOT ATTENDING CALL FROM YESTERDAY.MAIL THE DOCUMENTS OF ASHWANI GUPTA
December 6, 2019Call Received from ClientVinit Kumar Gupta Agent VendorVinit Gupta9821010765Teena Jhinjhoter022-35952679

UPDATES ABOUT LOAN OF SHILPA SHETTY -WILL GET LOAN UPTO 30,00,000 ON HER ITR ,IF ONE MORE ITR OF HER FAMILY IS ADDED SHE WILL GET THE LOAN.SHELDON PARERA-NOT ATTENDING CALL FROM YESTERDAY.MAIL THE DOCUMENTS OF ASHWANI GUPTA

Aysha khanTeena Jhinjhoter

UPDATES ABOUT LOAN OF SHILPA SHETTY -WILL GET LOAN UPTO 30,00,000 ON HER ITR ,IF ONE MORE ITR OF HER FAMILY IS ADDED SHE WILL GET THE LOAN.SHELDON PARERA-NOT ATTENDING CALL FROM YESTERDAY.MAIL THE DOCUMENTS OF ASHWANI GUPTA
February 1, 2020Call Received from ClientVINIT GUPTA9999032769Sonu Roy9819540930

CASH TRANSCTION LAST TAX

manoranjitha SoundraSonu Roy

CASH TRANSCTION LAST TAX
February 1, 2020Call Received from ClientVINIT GUPTA9999032769Pooja Parmani9819540930

Their is Error in 2A Credit of opposite party they cant claim credit ( Vinit Gupta's return )

manoranjitha SoundraPooja Parmani

Their is Error in 2A Credit of opposite party they cant claim credit ( Vinit Gupta's return )
June 11, 2020Call Received from ClientVinit Gupta9821010765Pooja Parmani9819540930

Asking About GST

Sonali ChoudharyPooja Parmani

Asking About GST
July 14, 2020Call Received from ClientVinit Gupta9821010765VINIT GUPTA9821010765Pooja Parmani9819540930

ITR AY 20-21 AND GST COMPLIANCE FINANCIAL YEAR 17-18 AND 18-19

Jebas NadarPooja Parmani

ITR AY 20-21 AND GST COMPLIANCE FINANCIAL YEAR 17-18 AND 18-19
July 24, 2020Call Received from ClientVinit Gupta9821010765VINIT GUPTA9821010765Pooja Parmani9819540930

VISIT ON 15 AUG ITR AY 20-21& GST

Jebas NadarPooja Parmani

VISIT ON 15 AUG ITR AY 20-21& GST
July 24, 2020Call Received from ClientVinit Gupta9821010765VINIT GUPTA9821010765Pooja Parmani9819540930

MEETING ON 5 AUG BUT BY MISTAKLY DATE WRITTEN 15th AUG

Jebas NadarPooja Parmani

MEETING ON 5 AUG BUT BY MISTAKLY DATE WRITTEN 15th AUG
September 18, 2020Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9702011179

IT Plan talk to pooja parmani

Sonali ChoudharyPooja Parmani

IT Plan talk to pooja parmani
September 22, 2020Call made to client - but unsuccessfulVinit Gupta9821010765Vinit Gupta9821010765Sonali Choudhary9702011179

E-Verification of ITR AY 20-21
Manoharlal Gupta and Vinit Gupta HUF

Sonali ChoudharySonali Choudhary

E-Verification of ITR AY 20-21
Manoharlal Gupta and Vinit Gupta HUF
October 2, 2020Call made to client - but unsuccessfulVinit Gupta9821010765Vinit Gupta9821010765Sonali Choudhary9819540930

For E-Verification of ITR AY 20-21

Sonali ChoudharySonali Choudhary

For E-Verification of ITR AY 20-21
October 15, 2020Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9819540930

IT Plan

Sonali ChoudharyPooja Parmani

IT Plan
February 12, 2021Call Received from ClientVinit Gupta9821010765vinit Gupta9821010765Pooja Parmani9819540930

consultancy

Prathamesh TervankarPooja Parmani

consultancy
March 23, 2021Call Received from ClientVinit Gupta9821010765vinit Gupta9821010765Pooja Parmani9819540930

For signature on certificate

Prathamesh TervankarPooja Parmani

For signature on certificate
May 11, 2021Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9702121414

New CA certificates for bank loan

Sonali ChoudharyPooja Parmani

New CA certificates for bank loan
May 20, 2021Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9702121414

Modification on CA Certificate

Sonali ChoudharyPooja Parmani

Modification on CA Certificate
July 5, 2021Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9819540930

Audit Visit between 15 J to 20 july 2021for Vinit Gupta

Sonali ChoudharyPooja Parmani

Audit Visit between 15 J to 20 july 2021for Vinit Gupta
July 15, 2021Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9702121414

TDS and Balance sheet discussion for last years

Sonali ChoudharyPooja Parmani

TDS and Balance sheet discussion for last years
September 17, 2021Call Received from ClientVinit Gupta9821010765Vinit gupta9821010765Pooja Parmani9702011179

For ITR AY 21-22 Status

Sonali ChoudharyPooja Parmani

For ITR AY 21-22 Status
September 18, 2021Call Received from ClientVinit Gupta9821010765Vinit Gupta9821010765Pooja Parmani9819540930

For INCOME TAX RETURNS

Sonali ChoudharyPooja Parmani

For INCOME TAX RETURNS
 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 ResponseWorkflow Detail Link Regarding (Work Type)
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