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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
August 11, 2021 | Call Received from Client | Lorna Pareria | 8779617619 | bandra john paul | 8779617619 | Pooja Parmani | 9702011179 | Audit FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Audit FY 20-21 | |||
August 13, 2021 | Visitor in Office | Mehul Gandhi | 9323690271 | Mehul Gandhi | 9323690271 | Pooja Parmani | Pass book submitted for IT Return preparation AY 21-22 | Prathamesh Tervankar | Pooja Parmani | View Details | Pass book submitted for IT Return preparation AY 21-22 | ||||
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 . | Sonali Choudhary | Pooja Parmani | View Details | Visit in next week for Audit FY 20-21 for below . | |||
August 16, 2021 | Call Received from Client | Samantha Saxena | 9560311545 | Samantha Saxena | 9560311545 | Pooja Parmani | 9819540930 | Outstanding payment to be checked by both. | Prathamesh Tervankar | Pooja Parmani | View Details | Outstanding payment to be checked by both. | |||
August 17, 2021 | Call Received from Client | Shivin Tikoo | 9702011179 | Pooja Parmani | 9819540930 | Discuses about ITR AY 21-22 | Prathamesh Tervankar | Pooja Parmani | View Details | Discuses about ITR AY 21-22 | |||||
August 24, 2021 | Call Received from Client | Honey Advisory service | 9594974435 | Ashwani Gupta | 9324444906 | Pooja Parmani | 9819540930 | GST tax payment and please check my mail and revert ASAP | Sonali Choudhary | Pooja Parmani | View Details | GST tax payment and please check my mail and revert ASAP | |||
August 24, 2021 | Call Received from Client | Wendy Estevens | 9819522166 | Wendy Estevens | 9819522166 | Pooja Parmani | 9702011179 | Some Query about IT returns | Sonali Choudhary | Pooja Parmani | View Details | Some Query about IT returns | |||
August 24, 2021 | Call Received from Client | Puneet chopra HUF | 9819194252 | Puneet chopra | 9819194252 | Pooja Parmani | 9702011179 | For Huf tax return and TDS return | Sonali Choudhary | Pooja Parmani | View Details | For Huf tax return and TDS return | |||
August 25, 2021 | Call Received from Client | Honey Advisory service | 9594974435 | Ashwani Gupta | 9594974435 | Pooja Parmani | 9819540930 | GST tax payment for FY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | GST tax payment for FY 20-21 | |||
August 25, 2021 | Call made to client - but unsuccessful | Sagar Kishor Karnik | 9821166227 | Sagar Kishor Karnik | 9821166227 | Pooja Parmani | 9819540930 | for investment for capital gain amount tax saving | Sonu Roy | Pooja Parmani | View Details | for investment for capital gain amount tax saving | |||
August 26, 2021 | Call Received from Client | Honey Advisory service | 9594974435 | Sunil Rai | 9594974435 | Pooja Parmani | 9819540930 | GST Consultancy | Sonali Choudhary | Pooja Parmani | View Details | GST Consultancy | |||
August 27, 2021 | Call Received from Client | Nitin saxena | 9560311545 | Nitin Saxena | 9560311545 | Pooja Parmani | 9702121414 | Some query on review for itr ay 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Some query on review for itr ay 21-22 | |||
August 27, 2021 | Call Received from Client | Joyline Mascarenhas | 9819550160 | Hersh Dsouza | 9819550160 | Pooja Parmani | 9702011179 | understanding of itr review | Sonali Choudhary | Pooja Parmani | View Details | understanding of itr review | |||
August 28, 2021 | Call Received from Client | Giriraj Holding Estate Developers | 9821010765 | Rohini Jailkar | 2240033338 | Pooja Parmani | 9702121414 | For IT plan is Conformation & send all Balance sheet, computation , P & L | Sonali Choudhary | Pooja Parmani | View Details | For IT plan is Conformation & send all Balance sheet, computation , P & L | |||
August 28, 2021 | Call Received from Client | Rajesh kapur | 9673306950 | Rajesh Kapur | 9673306950 | Pooja Parmani | 022-28090939 | For Samridh kapur Advance fee | Sonali Choudhary | Pooja Parmani | View Details | For Samridh kapur Advance fee | |||
August 30, 2021 | Call Received from Client | The Society of N SRA DA Piedada Mazagaon | 9833366295 | Walter Desouza | 9594613736 | Pooja Parmani | 9819540930 | please check my mail and revert and kindly call back to understand some points. | Sonali Choudhary | Pooja Parmani | View Details | please check my mail and revert and kindly call back to understand some points. | |||
September 1, 2021 | Call Received from Client | Ani Sports Foundation | 9967574310 | Rupali Dsouza | 9967574310 | Pooja Parmani | 9819540930 | trust ITR AY 21-22 status | Sonali Choudhary | Pooja Parmani | View Details | trust ITR AY 21-22 status | |||
September 1, 2021 | Visitor in Office | Jinel Gandhi (vinubhai) | 9323690271 | Jinel Gandhi | 9323690271 | Pooja Parmani | for finalization of ITR AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | for finalization of ITR AY 21-22 | ||||
September 2, 2021 | Call Received from Client | Sushil mishra | 8692005213 | Pooja Parmani | 9702011179 | For Society Audit | Sonali Choudhary | Pooja Parmani | View Details | For Society Audit | |||||
September 4, 2021 | Call Received from Client | Wendy Estevens | 9819522166 | Wendy Estevens | 9819522166 | Pooja Parmani | 9702011179 | need to discuses some points in review of itr ay 21-22 | Sonali Choudhary | Pooja Parmani | View Details | need to discuses some points in review of itr ay 21-22 | |||
September 6, 2021 | Visitor in Office | vicky mehra | 9890282296 | Vicky Mehra | 9890282296 | Pooja Parmani | profila coscare llp document submitted to office | Sonali Choudhary | Pooja Parmani | View Details | profila coscare llp document submitted to office | ||||
September 6, 2021 | Call Received from Client | Classic Group | 9821010765 | Rohini Jailkar | 9821010765 | Pooja Parmani | 9702121414 | Need to discuss IT plan AY 21-22 for classic group | Sonali Choudhary | Pooja Parmani | View Details | Need to discuss IT plan AY 21-22 for classic group | |||
September 7, 2021 | Call Received from Client | Neena Agarwal | 9702172209 | Ramesh Aggarwal | 9702172209 | Pooja Parmani | 9702011179 | For IT returns status | Sonali Choudhary | Pooja Parmani | View Details | For IT returns status | |||
September 8, 2021 | Call Received from Client | Ramesh Muthuswamy | 9686077044 | Ramesh Muthuswamy | 9686077044 | Pooja Parmani | 022-28090939 | For IT return status | Sonali Choudhary | Pooja Parmani | View Details | For IT return status | |||
September 9, 2021 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9819540930 | some query on review for itr ay 21-22 | Sonali Choudhary | Pooja Parmani | View Details | some query on review for itr ay 21-22 | |||
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) |