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) |
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January 7, 2021 | Call made to client - but unsuccessful | Shrishti Trivedi | 7666212414 | Fedora Fernandes | 9702011179 | confirmation of your's & mom's computation mailed & previous year ITR filing fee | Fedora Fernandes | Fedora Fernandes | View Details | confirmation of your's & mom's computation mailed & previous year ITR filing fee | |||||
January 9, 2021 | Call made to client - but unsuccessful | Satish Sawant | 9967631975 | Fedora Fernandes | 9819540930 | we have received your Form 16. As per advance mails sent, request you to transfer Rs. 1500/- for ITR filing fee. Once received, we shall do the needful | Fedora Fernandes | Fedora Fernandes | View Details | we have received your Form 16. As per advance mails sent, request you to transfer Rs. 1500/- for ITR filing fee. Once received, we shall do the needful | |||||
January 9, 2021 | Call made to client - but unsuccessful | Saket Sah | 9819227569 | Fedora Fernandes | 9819540930 | kindly let us know if you want us to file Yogini's return for AY 20-21 | Fedora Fernandes | Fedora Fernandes | View Details | kindly let us know if you want us to file Yogini's return for AY 20-21 | |||||
January 9, 2021 | Call Received from Client | Sunil Rai | 9594974435 | Pooja Parmani | 022-28090939 | Query about sent the review form talk to pooja parmani | Sonali Choudhary | Pooja Parmani | View Details | Query about sent the review form talk to pooja parmani | |||||
January 9, 2021 | Call Received from Client | Wasim Siddiqui | 9594974435 | Pooja Parmani | 022-28090939 | Query about sent the review form talk to pooja parmani. About the same | Sonali Choudhary | Pooja Parmani | View Details | Query about sent the review form talk to pooja parmani. About the same | |||||
January 12, 2021 | Call made to client - but unsuccessful | Ritesh Parakkal | 7702777321 | Sonu Roy | 9819540930 | Advance payment for POA and please also provide father pan card on +77027773218 | Sonali Choudhary | Sonu Roy | View Details | Advance payment for POA and please also provide father pan card on +77027773218 | |||||
January 14, 2021 | Call made to client - but unsuccessful | Bob Theodor | 9820867965 | Sonu Roy | 9702011179 | Please confirm Mdutch Audit FY 19-20 Complete or not ? | Sonali Choudhary | Sonu Roy | View Details | Please confirm Mdutch Audit FY 19-20 Complete or not ? | |||||
January 19, 2021 | Call made to client - but unsuccessful | balkrishna soni | 9892923878 | Sonali Choudhary | 9702011179 | for E-verification of ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | for E-verification of ITR AY 20-21 | |||||
January 25, 2021 | Call made to client - but unsuccessful | Sujata Singh | 8097076006 | Fedora Fernandes | 9702121414 | TDS of SJ healthcare & SJ dental. As checked today, the full amount Rs.341906 (net of TDS) is reflecting online. Will file the revised return to show bifurcation of TDS (SJ healthcare & dental) as updated online. Post which we shall call for e-verification. | Fedora Fernandes | Fedora Fernandes | View Details | TDS of SJ healthcare & SJ dental. As checked today, the full amount Rs.341906 (net of TDS) is reflecting online. Will file the revised return to show bifurcation of TDS (SJ healthcare & dental) as updated online. Post which we shall call for e-verification. | |||||
January 25, 2021 | Call Received from Client | John Rodrigues | 9773180870 | Pooja Parmani | 9702011179 | Submissions of Charitable trust Account | Prathamesh Tervankar | Pooja Parmani | View Details | Submissions of Charitable trust Account | |||||
January 27, 2021 | Call Received from Client | Satishkumar ramani | 9821245160 | Sonali Choudhary | 9819540930 | Please check refund status for komal ramani ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | Please check refund status for komal ramani ITR AY 20-21 | |||||
January 27, 2021 | Call Received from Client | JASMIN | 9892233674 | Sonu Roy | 9819540930 | TDS 26 Q FY 19-20 All Quarter | Prathamesh Tervankar | Sonu Roy | View Details | TDS 26 Q FY 19-20 All Quarter | |||||
January 27, 2021 | Call made to client - but unsuccessful | Ritesh Parakkal | 8086433769 | Sonali Choudhary | 9702011179 | please check POA draft and confirm .(sent on 27.01.2021) | Sonali Choudhary | Sonali Choudhary | View Details | please check POA draft and confirm .(sent on 27.01.2021) | |||||
January 28, 2021 | Call Received from Client | Vashakhi Purecha | 9820119542 | Sonu Roy | 9819540930 | Pan card process done or not second huf closure already talk to Ave so | Mihir Patel | Sonu Roy | View Details | Pan card process done or not second huf closure already talk to Ave so | |||||
January 29, 2021 | Call Received from Client | Ashwani gupta | 9324444906 | Fedora Fernandes | 9819540930 | GST -3B regarding reconciliation sent on email | Prathamesh Tervankar | Fedora Fernandes | View Details | GST -3B regarding reconciliation sent on email | |||||
February 3, 2021 | Call made to client - but unsuccessful | Sonal Goel | 9811157508 | Sonali Choudhary | 9702011179 | please provide pf amount and advance payment for form 15 G | Shivam Gupta | Sonali Choudhary | View Details | please provide pf amount and advance payment for form 15 G | |||||
February 4, 2021 | Visitor in Office | Neena shah | 9820772760 | Sonali Choudhary | For ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | For ITR AY 20-21 | ||||||
February 4, 2021 | Call made to client - but unsuccessful | Preethi Noronha | 7715885265 | Fedora Fernandes | 9702011179 | your email received for TDS on purchase of property. List of documents required have been mailed separately. Also, our fee for the same would be Rs. 1500/- If there is more than one purchaser, fees would accordingly be applicable for filing the TDS return | Fedora Fernandes | Fedora Fernandes | View Details | your email received for TDS on purchase of property. List of documents required have been mailed separately. Also, our fee for the same would be Rs. 1500/- If there is more than one purchaser, fees would accordingly be applicable for filing the TDS return | |||||
February 8, 2021 | Call Received from Client | achyat auti | 9833952955 | Anita Prajapati | 9702011179 | some query about GST 3B jan 21 invoice | Shivam Gupta | Anita Prajapati | View Details | some query about GST 3B jan 21 invoice | |||||
February 9, 2021 | Call Received from Client | rajeev agrwal | 9029029053 | Pooja Parmani | 9702011179 | ITR AY 2020-21 | Shivam Gupta | Pooja Parmani | View Details | ITR AY 2020-21 | |||||
February 12, 2021 | Call Received from Client | rajeev agrawal | 9029029053 | Pooja Parmani | 9819540930 | Some query about the computation sent for ITR AY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Some query about the computation sent for ITR AY 20-21 | |||||
February 13, 2021 | Call Received from Client | rajani subramanian | 9821668462 | Anita Prajapati | 9819540930 | Mismatch Bank details for suraj subramanian | Prathamesh Tervankar | Anita Prajapati | View Details | Mismatch Bank details for suraj subramanian | |||||
February 15, 2021 | Call Received from Client | John Rodrigues | 9773180870 | Pooja Parmani | 9702011179 | Audit AY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Audit AY 20-21 | |||||
February 15, 2021 | Call Received from Client | sadhna | 8097599990 | Anita Prajapati | 9702011179 | PLEASE CHECK GST 3B JANE 21 PURCHASE AND SALE INVOICE SENT | Shivam Gupta | Anita Prajapati | View Details | PLEASE CHECK GST 3B JANE 21 PURCHASE AND SALE INVOICE SENT | |||||
February 16, 2021 | Visitor in Office | JAYAN MENON | 9821645880 | Sonu Roy | arrears calculations FY 20-21 | Shivam Gupta | Sonu Roy | View Details | arrears calculations FY 20-21 | ||||||
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) |