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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
October 1, 2021 | Call Received from Client | Chandrashekar Bhole | 9867208191 | Chandrashekar Bhole | 9867208191 | Pooja Parmani | 9702011179 | USA Tax return (call received from +971503741205) | Sonali Choudhary | Pooja Parmani | View Details | USA Tax return (call received from +971503741205) | |||
October 6, 2021 | Call Received from Client | Tanvi Singh | 9987640553 | Dilip Kumar Singh | 9987640553 | Pooja Parmani | 9702011179 | For SA tax payment AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | For SA tax payment AY 21-22 | |||
October 8, 2021 | Call Received from Client | John Rodrigues | 9773180870 | Pooja Parmani | 9702011179 | Audit Report FY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Audit Report FY 20-21 | |||||
October 9, 2021 | Call Received from Client | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | 9702011179 | For Dividend income in last three years | Sonali Choudhary | Pooja Parmani | View Details | For Dividend income in last three years | |||
October 11, 2021 | Call Received from Client | Classic Group | 9821010765 | Rohini Jailkar | 2240033338 | Pooja Parmani | 9702121414 | Certified copy to be provided tomorrow. | Sonali Choudhary | Pooja Parmani | View Details | Certified copy to be provided tomorrow. | |||
October 12, 2021 | Visitor in Office | Vinit Gupta | 9821010765 | kamlakar Khandekar | 9767433958 | Pooja Parmani | Collection of classic groups IT returns Certified copy . | Sonali Choudhary | Pooja Parmani | View Details | Collection of classic groups IT returns Certified copy . | ||||
October 14, 2021 | Call Received from Client | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | 9702011179 | Please provide last three years balance sheet and P&L along with ITR Ack for AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Please provide last three years balance sheet and P&L along with ITR Ack for AY 20-21 | |||
October 14, 2021 | Call Received from Client | Honey Advisory service | 9594974435 | Sunil Rai | 9594974435 | Pooja Parmani | 9702011179 | please provide correct password GST login password | Sonali Choudhary | Pooja Parmani | View Details | please provide correct password GST login password | |||
October 20, 2021 | Call Received from Client | ashish Dhami | 9819819890 | Ashish Dhami | 9819819890 | Pooja Parmani | 9819540930 | For clarification of ITR AY 21-22 | Sonu Roy | Pooja Parmani | View Details | For clarification of ITR AY 21-22 | |||
October 21, 2021 | Call Received from Client | Honey Advisory service | 9594974435 | Ashwani Gupta | 9324444906 | Pooja Parmani | 9702011179 | GST Finalization for FY 20-21 on urgent basis | Sonali Choudhary | Pooja Parmani | View Details | GST Finalization for FY 20-21 on urgent basis | |||
October 23, 2021 | Call Received from Client | lancy saldanha | 9892367214 | Lancy Saldanha | 9892367214 | Pooja Parmani | 9702011179 | For GST tax challan | Sonu Roy | Pooja Parmani | View Details | For GST tax challan | |||
October 25, 2021 | Visitor in Office | Mehul Gandhi | 9323690271 | Mehul Gandhi | 9323690271 | Pooja Parmani | For Finalization of ITR AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | For Finalization of ITR AY 21-22 | ||||
October 29, 2021 | Call Received from Client | Rajendra Churi | 9869066512 | Rajendra Churi | 9869066512 | Pooja Parmani | 9702011179 | Income tax return status AY 21-22 | Sonu Roy | Pooja Parmani | View Details | Income tax return status AY 21-22 | |||
November 15, 2021 | Call Received from Client | Veeresh Bathigowda | 8446000344 | Veena Bathigowda | 8446000322 | Pooja Parmani | 9702011179 | Income tax return AY 21-22 | Sonu Roy | Pooja Parmani | View Details | Income tax return AY 21-22 | |||
November 20, 2021 | Call Received from Client | Radhakrishnan Sreedharan Unnithan | 9702885365 | Radhakrishnan Sreedharan Unnithan | 9702885365 | Pooja Parmani | 9702011179 | For advance payment and required documents | Sonu Roy | Pooja Parmani | View Details | For advance payment and required documents | |||
November 20, 2021 | Call Received from Client | Kamlesh Mistry | 9820250747 | Kamlesh Mistry | 9820250747 | Pooja Parmani | 9819540930 | Clarification of income tax return AY 21-22 | Sonu Roy | Pooja Parmani | View Details | Clarification of income tax return AY 21-22 | |||
November 30, 2021 | Visitor in Office | Classic Group | 9821010765 | Kamlakar | 9767433958 | Pooja Parmani | Vinit Gupta and Shalini Gupta DSC submitted for return filing | Prathamesh Tervankar | Pooja Parmani | View Details | Vinit Gupta and Shalini Gupta DSC submitted for return filing | ||||
November 30, 2021 | Visitor in Office | Hakimi CHS | 9869066512 | Rajendra Churi | 9869066512 | Pooja Parmani | Audit Report | Prathamesh Tervankar | Pooja Parmani | View Details | Audit Report | ||||
December 3, 2021 | Visitor in Office | Classic Group | 9821010765 | kamlakar | 9767433958 | Pooja Parmani | Giriraj Audit ITR and Kriti Gupta ITR sign | Prathamesh Tervankar | Pooja Parmani | View Details | Giriraj Audit ITR and Kriti Gupta ITR sign | ||||
December 3, 2021 | Visitor in Office | Shashikant Nadkarni | 9769990852 | Shashikant Nadkarni | 9769990852 | Pooja Parmani | 15CA/CB | Prathamesh Tervankar | Pooja Parmani | View Details | 15CA/CB | ||||
December 4, 2021 | Visitor in Office | The Society of N SRA DA Piedada Mazagaon | 9833366295 | Walter Dsouza | 9833366295 | Pooja Parmani | Outstanding Demand of The society of NSRA AY 17-18 | Prathamesh Tervankar | Pooja Parmani | View Details | Outstanding Demand of The society of NSRA AY 17-18 | ||||
December 6, 2021 | Visitor in Office | Hakimi CHS | 9869066512 | Rajendra Churi | 9869066512 | Pooja Parmani | Audit Report FY 2020-2021 | Prathamesh Tervankar | Pooja Parmani | View Details | Audit Report FY 2020-2021 | ||||
December 13, 2021 | Visitor in Office | Clayton Loyola | 9820427791 | Pooja Parmani | Document submitted for Audit FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Document submitted for Audit FY 20-21 | ||||||
January 21, 2022 | Call made to client - but unsuccessful | Giriraj Holding Estate Developers | 9821010765 | Rohini Jailkar | 2240033338 | Pooja Parmani | 022-48900450 | For GSTR-1 | Prathamesh Tervankar | Pooja Parmani | View Details | For GSTR-1 | |||
January 22, 2022 | Visitor in Office | The Society of N SRA DA Piedada Mazagaon | 9594613736 | Walter Desouza | 9594613736 | Pooja Parmani | Document submitted for Audit FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Document submitted for Audit 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) |