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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
December 21, 2020 | Call made to client - but unsuccessful | Sunil Rai | 9594974435 | Fedora Fernandes | 9702011179 | GST data for Nov '20, if any | Fedora Fernandes | Fedora Fernandes | View Details | GST data for Nov '20, if any | |||||
December 21, 2020 | Call made to client - but unsuccessful | Kriti Gupta | 0222821468 | Fedora Fernandes | 9702011179 | GST data for Nov'20, if any (else kindly confirm if NIL return is to be filed) | Fedora Fernandes | Fedora Fernandes | View Details | GST data for Nov'20, if any (else kindly confirm if NIL return is to be filed) | |||||
December 22, 2020 | Call made to client - but unsuccessful | Amol Nalavde | 8281140484 | Sonu Roy | 9702011179 | Review Send Please confirm if all ok in ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | Review Send Please confirm if all ok in ITR AY 20-21 | |||||
December 22, 2020 | Call made to client - but unsuccessful | Dipti | 9515156815 | Fedora Fernandes | 9702011179 | GST challan for Nov '20 to be paid (which is due to be filed today). Kindly do so at the earliest | Fedora Fernandes | Krupali More | View Details | GST challan for Nov '20 to be paid (which is due to be filed today). Kindly do so at the earliest | |||||
December 22, 2020 | Call Received from Client | Sujata Singh | 8097076006 | Sonali Choudhary | 9819540930 | Document Sent on email please check | Sonali Choudhary | Sonali Choudhary | View Details | Document Sent on email please check | |||||
December 24, 2020 | Call made to client - but unsuccessful | Nirav Ramaiya | 9029088995 | Fedora Fernandes | 9702011179 | ITR of Manjari Ramaiya | Fedora Fernandes | Krupali More | View Details | ITR of Manjari Ramaiya | |||||
December 24, 2020 | Call Received from Client | SONALI DESAI | 9821206236 | Sonu Roy | 9702121414 | DOCUMENT SEND FOR ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | DOCUMENT SEND FOR ITR AY 20-21 | |||||
December 24, 2020 | Call made to client - but unsuccessful | Prabhakar | 9820128775 | Fedora Fernandes | 9702011179 | Capital gain/ loss report of Anjana Saxena for ITR filing | Fedora Fernandes | Fedora Fernandes | View Details | Capital gain/ loss report of Anjana Saxena for ITR filing | |||||
December 26, 2020 | Call Received from Client | surinder khurana | 7506047435 | Sonali Choudhary | 9702121414 | provide your what's app no for sending document | Sonali Choudhary | Sonali Choudhary | View Details | provide your what's app no for sending document | |||||
December 26, 2020 | Visitor in Office | VIJAY SUGANDH | 9920957677 | Sonu Roy | ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 20-21 | ||||||
December 26, 2020 | Visitor in Office | Surendra pan | 8369763610 | Sonali Choudhary | Regarding ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Regarding ITR AY 20-21 | ||||||
December 28, 2020 | Call Received from Client | Lorna Parera | 9820564503 | Sonu Roy | 9702121414 | Please Confirm audit report done or not. passbook needed | Sonali Choudhary | Sonu Roy | View Details | Please Confirm audit report done or not. passbook needed | |||||
December 28, 2020 | Call Received from Client | rashmi nanjundappa | 9892163748 | Anita Prajapati | 9702121414 | advance sent for ITR AY 20-21. please confirm the draft | Sonali Choudhary | Anita Prajapati | View Details | advance sent for ITR AY 20-21. please confirm the draft | |||||
December 29, 2020 | Call made to client - but unsuccessful | Sandeep Mukherjee | 9920527099 | Fedora Fernandes | 9702011179 | your query for details required pertaining to assets & liabilities | Fedora Fernandes | Fedora Fernandes | View Details | your query for details required pertaining to assets & liabilities | |||||
December 29, 2020 | Call Received from Client | SONALI DESAI | 9821206236 | Sonu Roy | 9702121414 | PYAMENT ISSUED PLEASE COMFIRM | Sonali Choudhary | Sonu Roy | View Details | PYAMENT ISSUED PLEASE COMFIRM | |||||
December 29, 2020 | Call Received from Client | rashmi nanjundappa | 9892163748 | Anita Prajapati | 9702121414 | For computation paper | Sonali Choudhary | Anita Prajapati | View Details | For computation paper | |||||
December 29, 2020 | Call Received from Client | kishor karnik | 9664666229 | Fedora Fernandes | 9702121414 | For ITR AY 20-21 filling | Sonali Choudhary | Fedora Fernandes | View Details | For ITR AY 20-21 filling | |||||
December 29, 2020 | Call made to client - but unsuccessful | Praveen Haridas | 8547855068 | Fedora Fernandes | 9702011179 | updated computation mailed, kindly confirm to upload | Fedora Fernandes | Fedora Fernandes | View Details | updated computation mailed, kindly confirm to upload | |||||
December 29, 2020 | Visitor in Office | siddhesh Dhume | 9820585544 | Sonali Choudhary | amount invest in share market some query about the same | Sonali Choudhary | Sonali Choudhary | View Details | amount invest in share market some query about the same | ||||||
December 29, 2020 | Call Received from Client | Supesh Jadhav | 8652274488 | Sonu Roy | 9702121414 | payment issued please start the filling for ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | payment issued please start the filling for ITR AY 20-21 | |||||
December 30, 2020 | Visitor in Office | valentine john Monteiro | 9619853113 | Sonu Roy | For ITR retune filling | Sonali Choudhary | Sonu Roy | View Details | For ITR retune filling | ||||||
January 5, 2021 | Visitor in Office | Suresh T. Bamane | 9122268121 | Sonu Roy | fORM 16 fy18-19 Collection | Sonali Choudhary | Sonu Roy | View Details | fORM 16 fy18-19 Collection | ||||||
January 5, 2021 | Call Received from Client | surinder khurana | 7506047435 | Anita Prajapati | 9819540930 | Payment made on 26-12-20 please confirm which date you send the draft for the same | Sonali Choudhary | Anita Prajapati | View Details | Payment made on 26-12-20 please confirm which date you send the draft for the same | |||||
January 6, 2021 | Call made to client - but unsuccessful | Satyen Sinha | 9867689408 | Fedora Fernandes | 9702011179 | your query pertaining to professional income | Fedora Fernandes | Fedora Fernandes | View Details | your query pertaining to professional income | |||||
January 7, 2021 | Call made to client - but unsuccessful | Manash Biswas | 9970661233 | Fedora Fernandes | 9702011179 | Kindly provide 1) Salary slip for March'2020 2) bank statement (April '19 to March '20) 3) Aadhaar card 4) PAN card 5) Income tax login password | Fedora Fernandes | Fedora Fernandes | View Details | Kindly provide 1) Salary slip for March'2020 2) bank statement (April '19 to March '20) 3) Aadhaar card 4) PAN card 5) Income tax login password | |||||
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) |