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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
November 5, 2020 | Call Received from Client | Anurag Mundra | 9029299991 | Sonu Roy | 9819540930 | GST Certificate required Please provide | Sonali Choudhary | Sonu Roy | View Details | GST Certificate required Please provide | |||||
November 5, 2020 | Call made to client - but unsuccessful | PM Arya berryNxt | 8976076066 | Sonali Choudhary | 9702011179 | Advance payment of ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Advance payment of ITR AY 20-21 | |||||
November 6, 2020 | Call Received from Client | Siddhesh Dhume | 9820585544 | Sonali Choudhary | 9702011179 | Turnover and profit percent of ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Turnover and profit percent of ITR AY 20-21 | |||||
November 17, 2020 | Visitor in Office | Christopher Gregory John | 7710005011 | Sonali Choudhary | Document Submitted for ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Document Submitted for ITR AY 20-21 | ||||||
December 12, 2020 | Call made to client - but unsuccessful | Neelima | 9892616427 | Fedora Fernandes | 9702011179 | details of mutual funds sold | Fedora Fernandes | Fedora Fernandes | View Details | details of mutual funds sold | |||||
December 12, 2020 | Call Received from Client | saket sah | 9702027569 | Fedora Fernandes | 9702121414 | Talk to AVE about pending fee | Sonali Choudhary | Fedora Fernandes | View Details | Talk to AVE about pending fee | |||||
December 14, 2020 | Call made to client - but unsuccessful | Vinayak Pawar | 9967271158 | Fedora Fernandes | 9702121414 | documents to be provided & finalization entries to be passed. Request you to kindly revert at the earliest (call made from 9619028468) | Fedora Fernandes | Fedora Fernandes | View Details | documents to be provided & finalization entries to be passed. Request you to kindly revert at the earliest (call made from 9619028468) | |||||
December 15, 2020 | Call Received from Client | Ratnesh Jain | 9322819322 | Anita Prajapati | 9819540930 | GST-3B return talk to anita Prajapati | Sonali Choudhary | Anita Prajapati | View Details | GST-3B return talk to anita Prajapati | |||||
December 15, 2020 | Visitor in Office | Sanket Surve | 9969020751 | Sonu Roy | Gift Deed Document submitted | Sonali Choudhary | Sonu Roy | View Details | Gift Deed Document submitted | ||||||
December 15, 2020 | Call made to client - but unsuccessful | Saravanan | 7338812882 | Fedora Fernandes | 9702011179 | no change in current year ITR computation. LIC pension paid Rs.10,000/- is included in the overall limit of 1.5lakhs. | Fedora Fernandes | Fedora Fernandes | View Details | no change in current year ITR computation. LIC pension paid Rs.10,000/- is included in the overall limit of 1.5lakhs. | |||||
December 15, 2020 | Call made to client - but unsuccessful | Praveen Haridas | 8547855068 | Fedora Fernandes | 9702011179 | confirmation of draft computation mailed on 10/12/2020. Request you to kindly confirm at the earliest as the due date is soon approaching. | Fedora Fernandes | Fedora Fernandes | View Details | confirmation of draft computation mailed on 10/12/2020. Request you to kindly confirm at the earliest as the due date is soon approaching. | |||||
December 16, 2020 | Call Received from Client | peter jackson | 9322019917 | Sonu Roy | 9819540930 | Please provide your email id for document send for itr ay 20-21 | Sonali Choudhary | Sonu Roy | View Details | Please provide your email id for document send for itr ay 20-21 | |||||
December 17, 2020 | Call Received from Client | sarfaraz.pothiawala | 9867222497 | Sonu Roy | 9702121414 | Please confirm the date you send the final file copy of Imtiyaz pothiawala | Sonali Choudhary | Sonu Roy | View Details | Please confirm the date you send the final file copy of Imtiyaz pothiawala | |||||
December 17, 2020 | Call Received from Client | Dilbagh Singh | 9650037372 | Sonu Roy | 9702011179 | Advance payment of itr ay 20-21 | Sonali Choudhary | Sonu Roy | View Details | Advance payment of itr ay 20-21 | |||||
December 18, 2020 | Call Received from Client | girish gokul | 9676046082 | Sonali Choudhary | 9702011179 | return filing for Girish Gokul’s mother in law | Sonali Choudhary | Sonali Choudhary | View Details | return filing for Girish Gokul’s mother in law | |||||
December 18, 2020 | Call Received from Client | NIRAJ MISTRY | 9821999600 | Fedora Fernandes | 9702011179 | document send for ITR AY 20-21 if any required please let me know | Sonali Choudhary | Fedora Fernandes | View Details | document send for ITR AY 20-21 if any required please let me know | |||||
December 18, 2020 | Call Received from Client | priya pillai | 9969969461 | Anita Prajapati | 9702121414 | talk to anita about my return | Sonali Choudhary | Anita Prajapati | View Details | talk to anita about my return | |||||
December 18, 2020 | Call Received from Client | subhabrata roy | 8879448332 | Fedora Fernandes | 9702121414 | payment conformation | Sonali Choudhary | Fedora Fernandes | View Details | payment conformation | |||||
December 18, 2020 | Visitor in Office | JAYESH SONI | 9870417752 | Sonu Roy | for father return file | Sonali Choudhary | Sonu Roy | View Details | for father return file | ||||||
December 19, 2020 | Call Received from Client | Surinder Khurana | 7506047435 | Sonu Roy | 9819540930 | which document is required for ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | which document is required for ITR AY 20-21 | |||||
December 19, 2020 | Call Received from Client | Manoj Maloo | 9820655965 | Fedora Fernandes | 9702011179 | Please provide passbook for obc bank for printing | Sonali Choudhary | Fedora Fernandes | View Details | Please provide passbook for obc bank for printing | |||||
December 19, 2020 | Call Received from Client | Sachin Ratnaparkhi | 9820442983 | Sonali Choudhary | 9702121414 | which time will come on office for return filing | Sonali Choudhary | Sonali Choudhary | View Details | which time will come on office for return filing | |||||
December 19, 2020 | Call Received from Client | Abeer nigam | 7738077101 | Sonali Choudhary | 9702121414 | Which document is required for ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Which document is required for ITR AY 20-21 | |||||
December 19, 2020 | Call Received from Client | Deepak Jorwal | 9619041647 | Fedora Fernandes | 9702121414 | Which date you come for Audit FY 19-20 | Sonali Choudhary | Fedora Fernandes | View Details | Which date you come for Audit FY 19-20 | |||||
December 19, 2020 | Call made to client - but unsuccessful | Ashwini | 7718886049 | Fedora Fernandes | 9702011179 | GST data for Nov '20, if any | Fedora Fernandes | Fedora Fernandes | View Details | GST data for Nov '20, if any | |||||
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) |