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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
September 15, 2021 | Call Received from Client | Shree Shivdham CHS. Ltd. | 8692005213 | Sushil Mishra | 8692005213 | Pooja Parmani | 9702011179 | Audit Visiting on Friday 17.09.2021 | Sonali Choudhary | Pooja Parmani | View Details | Audit Visiting on Friday 17.09.2021 | |||
September 15, 2021 | Call Received from Client | Kishor Karnik | 9664666229 | kishor karnik | 9664666229 | Pooja Parmani | 9702011179 | Audit Visiting on Friday 17.09.2021 for sonal link residency | Sonali Choudhary | Pooja Parmani | View Details | Audit Visiting on Friday 17.09.2021 for sonal link residency | |||
September 15, 2021 | Call Received from Client | Lavina Gidwani | 9820930594 | Lavina Gidwani | 9820930594 | Pooja Parmani | 9702011179 | Some query on ITR AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Some query on ITR AY 21-22 | |||
September 17, 2021 | Call Received from Client | shashank kanodia | 9167264840 | Shashank Kanodia | 9167264840 | Pooja Parmani | 9702011179 | For ITR AY 20-21 Notice | Sonali Choudhary | Pooja Parmani | View Details | For ITR AY 20-21 Notice | |||
September 17, 2021 | Call Received from Client | Vinit Gupta | 9821010765 | Vinit gupta | 9821010765 | Pooja Parmani | 9702011179 | For ITR AY 21-22 Status | Sonali Choudhary | Pooja Parmani | View Details | For ITR AY 21-22 Status | |||
September 18, 2021 | Call Received from Client | Balbir Singh | 9650591004 | Balbir singh | 9650591004 | Pooja Parmani | 9702121414 | Advance payment done and sent the document also. | Sonali Choudhary | Pooja Parmani | View Details | Advance payment done and sent the document also. | |||
September 18, 2021 | Call Received from Client | Vinit Gupta | 9821010765 | Vinit Gupta | 9821010765 | Pooja Parmani | 9819540930 | For INCOME TAX RETURNS | Sonali Choudhary | Pooja Parmani | View Details | For INCOME TAX RETURNS | |||
September 18, 2021 | Visitor in Office | Shree Shivdham CHS. Ltd. | 8692005213 | Naresh Singh | 8976551354 | Pooja Parmani | Document submitted for Audit FY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Document submitted for Audit FY 20-21 | ||||
September 21, 2021 | Call Received from Client | kishor Karnik | 9664666229 | Pooja Parmani | 9702011179 | For sonal link Audit FY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | For sonal link Audit FY 20-21 | |||||
September 21, 2021 | Call Received from Client | Francisco Menezes | 9820106430 | Francisco Menezes | 9820106430 | Pooja Parmani | 9702121414 | Remittance Abroad Consultancy | Sonali Choudhary | Pooja Parmani | View Details | Remittance Abroad Consultancy | |||
September 21, 2021 | Call Received from Client | Shree Shivdham CHS. Ltd. | 8692005213 | Sushil Mishra | 8692005213 | Pooja Parmani | 9702011179 | please provide draft balance sheet urgently | Sonali Choudhary | Pooja Parmani | View Details | please provide draft balance sheet urgently | |||
September 22, 2021 | Visitor in Office | kishor Karnik | 9664666229 | Pooja Parmani | Audit FY 20-21 for sonal link | Sonali Choudhary | Pooja Parmani | View Details | Audit FY 20-21 for sonal link | ||||||
September 23, 2021 | Call Received from Client | Ashok Grover | 9324582575 | Ashok Grover | 9324582575 | Pooja Parmani | 9819540930 | Regarding ITR AY 21-22 and documents sent to Arvind sir | Urmi Shah | Pooja Parmani | View Details | Regarding ITR AY 21-22 and documents sent to Arvind sir | |||
September 23, 2021 | Call Received from Client | Balbir Singh | 9650591004 | Balbir Singh | 9650591004 | Pooja Parmani | 9702121414 | Finalization of all three returns | Urmi Shah | Pooja Parmani | View Details | Finalization of all three returns | |||
September 24, 2021 | Call Received from Client | Deepti Verma | (969) 948-0358 | Ashutosh Chandra | 0981998035 | Pooja Parmani | 9702011179 | Regarding ITR AY 21-22 finalisation for Deepti Verma | Urmi Shah | Pooja Parmani | View Details | Regarding ITR AY 21-22 finalisation for Deepti Verma | |||
September 24, 2021 | Visitor in Office | Sheetal Prabhu | 9892120523 | Shailesh prabhu | 9892120523 | Pooja Parmani | Return finalisation for Sheetal Prabhu | Urmi Shah | Pooja Parmani | View Details | Return finalisation for Sheetal Prabhu | ||||
September 25, 2021 | Call Received from Client | Sheetal Prabhu | 9892120523 | Shailesh prabhu | 9892120523 | Pooja Parmani | 9702011179 | Some Correction in ITR AY 21-22 | Urmi Shah | Pooja Parmani | View Details | Some Correction in ITR AY 21-22 | |||
September 25, 2021 | Call Received from Client | ashish Dhami | 9819819890 | Ashish Dhami | 9819819890 | Pooja Parmani | 9702011179 | Regarding Sale Agreement | Urmi Shah | Pooja Parmani | View Details | Regarding Sale Agreement | |||
September 25, 2021 | Call Received from Client | Honey Advisory service | 9594974435 | sunil rai | 9594974455 | Pooja Parmani | 9702011179 | For GST filing | Urmi Shah | Pooja Parmani | View Details | For GST filing | |||
September 27, 2021 | Call made to client - but unsuccessful | Samridh kapur | 9673306950 | Samridh kapur | 9673306950 | Pooja Parmani | 9819540930 | Dear Sir, | Urmi Shah | Pooja Parmani | View Details | Dear Sir, | |||
September 27, 2021 | Call Received from Client | Ashok Grover | 9324582575 | Ashok Grover | 9324582575 | Pooja Parmani | 9702011179 | Opting new Scheme for ITR AY 21-22 | Urmi Shah | Pooja Parmani | View Details | Opting new Scheme for ITR AY 21-22 | |||
September 28, 2021 | Call Received from Client | Classic Group | 9821010765 | Rohini Jailkar | 2240033338 | Pooja Parmani | 9702121414 | For Director's Report | Urmi Shah | Pooja Parmani | View Details | For Director's Report | |||
September 28, 2021 | Call Received from Client | Philomena Moraes | 9867436008 | Philomena Moraes | 9867436008 | Pooja Parmani | 9702011179 | For payment of ITR AY 21-22 | Urmi Shah | Pooja Parmani | View Details | For payment of ITR AY 21-22 | |||
September 28, 2021 | Call Received from Client | Sheetal Prabhu | 9892120523 | Shailesh prabhu | 9821710282 | Pooja Parmani | 9819540930 | Regarding clarification for ITR AY 21-22 | Urmi Shah | Pooja Parmani | View Details | Regarding clarification for ITR AY 21-22 | |||
September 28, 2021 | Call Received from Client | Lorna Pareria | 8779617619 | Lorna pareria | 9820564503 | Pooja Parmani | 9702121414 | Regarding audit report FY 20-21 | Urmi Shah | Pooja Parmani | View Details | Regarding audit report 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) |