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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
January 13, 2020 | Visitor in Office | Pradeep Chavan | 9224040557 | Pradeep | 9224040557 | Jeeva Mani | Status of ITR AY 2019-20 | Teena Jhinjhoter | Jeeva Mani | View Details | Status of ITR AY 2019-20 | ||||
January 22, 2020 | Call made to client - but unsuccessful | Snehal | 9819447882 | Teena Jhinjhoter | 022-28090939 | Pending Invoice of TDS | Teena Jhinjhoter | Sonu Roy | View Details | Pending Invoice of TDS | |||||
January 27, 2020 | Call Received from Client | ANNIE JACOB | 9769492959 | Pooja Parmani | 9819540930 | Tax Saving MF Investment For AY 20-21 | Teena Jhinjhoter | Pooja Parmani | View Details | Tax Saving MF Investment For AY 20-21 | |||||
January 28, 2020 | Call Received from Client | Pushkar jog | 9822659277 | Pushkar Jog | 9822659277 | Sonu Roy | 9819540930 | Client want to Visit | Teena Jhinjhoter | Sonu Roy | View Details | Client want to Visit | |||
January 29, 2020 | Call made to client - but unsuccessful | Sony Sewani | 9820208539 | Teena Jhinjhoter | 9819540930 | Details required for GST No. Application & for capital gain calculation. We mailed for details on [email protected] and also tried to reach on 9820208539 but there was no response. Kindly provide another contact on which you will be reachable | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Details required for GST No. Application & for capital gain calculation. We mailed for details on [email protected] and also tried to reach on 9820208539 but there was no response. Kindly provide another contact on which you will be reachable | |||||
January 31, 2020 | Call made to client - but unsuccessful | Nitin | 8850907805 | Teena Jhinjhoter | 9819540930 | Reminder for TDS Data Q-3 Fy 19-20 | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Reminder for TDS Data Q-3 Fy 19-20 | |||||
February 6, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok | 9930064381 | Sonu Roy | 9819540930 | 150000 is already invested, their is need to invest 100,000 ? and as per budget FY 19-20 which scheme is best for my IT Return for AY 20-21 | Teena Jhinjhoter | Sonu Roy | View Details | 150000 is already invested, their is need to invest 100,000 ? and as per budget FY 19-20 which scheme is best for my IT Return for AY 20-21 | |||
February 10, 2020 | Visitor in Office | shalini kamble | 9220540636 | Saurabh kamble | 9768049598 | Pooja Parmani | Tax planning | Teena Jhinjhoter | Pooja Parmani | View Details | Tax planning | ||||
February 29, 2020 | Visitor in Office | Rupani | 0000000000 | Sonu Roy | To verify his PAN and Aadhar card is link to IT site | Teena Jhinjhoter | Sonu Roy | View Details | To verify his PAN and Aadhar card is link to IT site | ||||||
May 18, 2019 | Visitor in Office | Pradeep Churi | 9820354803 | Arvind V Estibeiro | Teena Jhinjhoter | View Details | |||||||||
May 27, 2019 | Call made to client - but unsuccessful | Shristi Trivedi | 7666212414 | Teena Jhinjhoter | 9819540930 | DSC for Form 11 | Teena Jhinjhoter | View Details | DSC for Form 11 | ||||||
June 1, 2019 | Call Received from Client | Sandeep Kundu | 8850134855 | SK Kundu | Sonu Roy | 9819540930 | ITR AY 19-20 | Teena Jhinjhoter | View Details | ITR AY 19-20 | |||||
June 10, 2019 | Visitor in Office | Saurabh Kamble | 9768049598 | saurabh | Arvind V Estibeiro | ITR AY 19-20 & Business Advice | Teena Jhinjhoter | View Details | ITR AY 19-20 & Business Advice | ||||||
June 14, 2019 | Visitor in Office | Anil Joshi | 9892475737 | Yogesh | Arvind V Estibeiro | ITR AY 19-20 | Teena Jhinjhoter | View Details | ITR AY 19-20 | ||||||
June 26, 2019 | Visitor in Office | Augustine Fernandes | 9821863774 | Marry | Arvind V Estibeiro | PAN card correction & ITR Ay 19-20 of merry Abrham | Teena Jhinjhoter | View Details | PAN card correction & ITR Ay 19-20 of merry Abrham | ||||||
July 1, 2019 | Visitor in Office | Arati Desai | 9773670907 | Arti | Arvind V Estibeiro | ITR Ay 19-20 | Teena Jhinjhoter | View Details | ITR Ay 19-20 | ||||||
July 3, 2019 | Call Received from Client | Harvindersingh Khurana | 9819025313 | HS khurana | Arvind V Estibeiro | 022-28090939 | Payment is already done please file my Return ASAP | Teena Jhinjhoter | View Details | Payment is already done please file my Return ASAP | |||||
July 6, 2019 | Visitor in Office | jason D'osuza | 8828341561 | Jason | Sonu Roy | Investment in SIP & Liquid Fund | Teena Jhinjhoter | View Details | Investment in SIP & Liquid Fund | ||||||
July 29, 2019 | Call made to client - but unsuccessful | Jayesh soni | 9870417752 | Jayesh soni | Arvind V Estibeiro | 9819540930 | ITR filing | Teena Jhinjhoter | View Details | ITR filing | |||||
August 17, 2019 | Call made to client - but unsuccessful | Priyanka Nalawade | 9930088387 | Priyanka | Teena Jhinjhoter | 9702121414 | ITR Fees | Teena Jhinjhoter | View Details | ITR Fees | |||||
August 24, 2019 | Call made to client - but unsuccessful | Radhakrishan Reddy | 9652247164 | R Reddy | Teena Jhinjhoter | 9702121414 | Teena Jhinjhoter | View Details | |||||||
August 28, 2019 | Call Received from Client | Franklin manickam | 9869253369 | Franklin | Sonu Roy | 9702121414 | MY ITR FILE OR NOT | Teena Jhinjhoter | View Details | MY ITR FILE OR NOT | |||||
October 19, 2019 | Call made to client - but unsuccessful | Colonel Guard Force | Sangram More | 8451848861 | Teena Jhinjhoter | 022-35952679 | Please send us soft copy of bank Statement of Apana Sahakari Bank A/c For Audit AY 19-20 (From 01-10-2018 To 31-03-2019) | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Please send us soft copy of bank Statement of Apana Sahakari Bank A/c For Audit AY 19-20 (From 01-10-2018 To 31-03-2019) | ||||
October 30, 2019 | Visitor in Office | Sanjay Agarwal | Sanjay | 9224180198 | Arvind V Estibeiro | Audit Finalization Ay 19-20 | Teena Jhinjhoter | Sonu Roy | View Details | Audit Finalization Ay 19-20 | |||||
November 2, 2019 | Call Received from Client | John Rose Society | Franklin | 9869253369 | Sonu Roy | 9819540930 | Chq of Society Maintenance is ready please collect Today | Teena Jhinjhoter | Sonu Roy | View Details | Chq of Society Maintenance is ready please collect Today | ||||
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) |