Client Call/Visit Log Report

Displaying 4,576 - 4,600 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)
July 28, 2020	Call made to client - but unsuccessful	Hari P R	9447646026	Hari Priya	9447646026	Sonu Roy	9702121414	verified so please E return verify from internet banking URGENTLY. If you will not e verify the income tax return AY 2019-20 RETURN WILL BECOME INVALID so Pls e verify the income tax return AY 2019-20 TODAY ITSELF. WE CAN HELP YOU E-VERIFY YOU HAVE ONLY TWO DAYS LEFT TO DO THIS - AFTER WHICH YOUR RETURN WILL BE AS GOOD AS NOT FILED and could result in UNNECESSARY NOTICE		Sonali Choudhary	Sonu Roy			View Details	verified so please E return verify from internet banking URGENTLY. If you will not e verify the income tax return AY 2019-20 RETURN WILL BECOME INVALID so Pls e verify the income tax return AY 2019-20 TODAY ITSELF. WE CAN HELP YOU E-VERIFY YOU HAVE ONLY TWO DAYS LEFT TO DO THIS - AFTER WHICH YOUR RETURN WILL BE AS GOOD AS NOT FILED and could result in UNNECESSARY NOTICE
November 30, 2021	Visitor in Office	Classic Group	9821010765	Kamlakar	9767433958	Pooja Parmani		Vinit Gupta and Shalini Gupta DSC submitted for return filing		Prathamesh Tervankar	Pooja Parmani			View Details	Vinit Gupta and Shalini Gupta DSC submitted for return filing
March 9, 2020	Visitor in Office			sunil yadhav	8108989866	Sonu Roy		Visit for Priya yadav loan Case		Jebas Nadar	Sonu Roy			View Details	Visit for Priya yadav loan Case
February 1, 2020	Visitor in Office			Annie jacob	9769492959	Teena Jhinjhoter		VISIT FOR SIGNATURE ON MF INVESTMENT FORM		manoranjitha Soundra	Teena Jhinjhoter			View Details	VISIT FOR SIGNATURE ON MF INVESTMENT FORM
July 10, 2019	Visitor in Office	Rekha Barua	9022617951	Rekha		Arvind V Estibeiro		Visit for tax returns		Riya Shah				View Details	Visit for tax returns
March 5, 2020	Call Received from Client			Adesh	9594955505	Sonu Roy	022-28090939	Visit in IT Department		Teena Jhinjhoter	Sonu Roy			View Details	Visit in IT Department
August 16, 2021	Call Received from Client	Bombay Particula Council	9773180870	John Rodrique	9773180870	Pooja Parmani	9702011179	Visit in next week for Audit FY 20-21 for below . 1.bombay particular council 2.St. Anthony Conf. Byculla 3.St. Anne's Conference 4.The Society of N SRA DA Piedada Mazagaon		Sonali Choudhary	Pooja Parmani			View Details	Visit in next week for Audit FY 20-21 for below . 1.bombay particular council 2.St. Anthony Conf. Byculla 3.St. Anne's Conference 4.The Society of N SRA DA Piedada Mazagaon
September 30, 2019	Visitor in Office	shree sai Sahakar Ekta Chs	9082615518	Pappu Varma	7715827122	Arvind V Estibeiro		visit in office for giving Documents(Audit Report).		Sheetal Chavan	20			View Details	visit in office for giving Documents(Audit Report).
September 7, 2020	Visitor in Office	Manoj Maloo	9820655965	Manoj Maloo	9820655965	Aysha khan		Visit in office for passbook submitted for account writing		Sonali Choudhary	Aysha khan			View Details	Visit in office for passbook submitted for account writing
August 14, 2019	Call Received from Client	Mehul Gandhi	9323690271	Mehul andhi		Arvind V Estibeiro	9819540930	visit in office on 16/08/19		Jagravi gharat				View Details	visit in office on 16/08/19
July 24, 2020	Call Received from Client	Vinit Gupta	9821010765	VINIT GUPTA	9821010765	Pooja Parmani	9819540930	VISIT ON 15 AUG ITR AY 20-21& GST		Jebas Nadar	Pooja Parmani			View Details	VISIT ON 15 AUG ITR AY 20-21& GST
August 5, 2020	Call Received from Client	Mahesh Shetty	9323231873	Mahesh Shetty	9323231873	Pooja Parmani	9819540930	Visit On office 06-08-2020		Sonali Choudhary	Pooja Parmani			View Details	Visit On office 06-08-2020
February 18, 2021	Call Received from Client			kishor karnik	9664666229	Pooja Parmani	9702121414	Visit on Saturday 3:00 a clock for Bimbisar Audit FY 19-20 and Sonal link residency consultancy on TDS		Prathamesh Tervankar	Pooja Parmani			View Details	Visit on Saturday 3:00 a clock for Bimbisar Audit FY 19-20 and Sonal link residency consultancy on TDS
August 13, 2019	Call Received from Client	jayantilal kalaiya	9967353018	jayantilal kalaiya		Arvind V Estibeiro	022-28090939	visit regarding ITR		Jagravi gharat				View Details	visit regarding ITR
October 3, 2019	Visitor in Office	John Rose Society		Kishor Pandey	9820604321	Arvind V Estibeiro		visit to give voucher file of John Rose Society.		Sheetal Chavan	20			View Details	visit to give voucher file of John Rose Society.
July 15, 2021	Call Received from Client			Linet Carvalho	8169749078	Pooja Parmani	9819540930	visit to office for Audit Discussion		Sonali Choudhary	Pooja Parmani			View Details	visit to office for Audit Discussion
August 13, 2019	Call Received from Client	Victor D'Mello	8652720042	Victor D'Mello		Sonu Roy	9702121414	visit to our office for income tax return AY 2019-20		Sonu Roy				View Details	visit to our office for income tax return AY 2019-20
June 30, 2020	Call Received from Client	Ralph Dsouza	9867535452	Ralph Dsouza	9867535452	Sonu Roy	9819540939	walmart realted certification copy		Sonali Choudhary	Sonu Roy			View Details	walmart realted certification copy
August 12, 2020	Call Received from Client	Angela Mary fernandes	9820818151	Mary Angela	9820818151	Fedora Fernandes	022-35952679	wanna talk to Fedore regarding ITR AY 20-21		Aysha khan	Fedora Fernandes			View Details	wanna talk to Fedore regarding ITR AY 20-21
September 9, 2019	Visitor in Office	Harvindersingh Khurana	9819025313	Harvindersingh Khurana		Arvind V Estibeiro		Want computation of ITR AY19-20 AND to give OR.		Sheetal Chavan				View Details	Want computation of ITR AY19-20 AND to give OR.
June 17, 2020	Call Received from Client	yogendra shah	8169834522	Yogendra Shah	8169834522	Pooja Parmani	9819540930	Want to fill Form 15H for senior citizen and he receives only Dividend Income in his A/C		Aysha khan	Pooja Parmani			View Details	Want to fill Form 15H for senior citizen and he receives only Dividend Income in his A/C
July 3, 2019	Call Received from Client	Harvindersingh Khurana	9819025313	HS khurana		Arvind V Estibeiro	022-28090939	Want consultation on GST for her Daughter		Teena Jhinjhoter				View Details	Want consultation on GST for her Daughter
November 11, 2019	Visitor in Office	Jinel Gandhi		Vinu Bhai Gandhi	9323690271	Pooja Parmani		Want Discuss the Scrutiny Tax with AVE		Teena Jhinjhoter	Pooja Parmani	Resolution Pending	Dear Jinel, We have received the amount towards payment of tax wrt Scrutiny AY 12-13. Will update once paid	View Details	Want Discuss the Scrutiny Tax with AVE
July 23, 2020	Call Received from Client	Jessica John	9870221108	Dylan John	9870221108	Fedora Fernandes	9819540930	Want Full Details in GST -3B		Sonali Choudhary	Fedora Fernandes			View Details	Want Full Details in GST -3B
August 26, 2019	Call Received from Client	radhika jajodia	8976613518	radhika jajodia		Arvind V Estibeiro	9702121414	want softcopy of mutual fund investment.		Sheetal Chavan				View Details	want softcopy of mutual fund investment.
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)