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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October 19, 2021 | Call made to client - but unsuccessful | Mainak Kanjilal | 9811249640 | Mainak Kanjilal | 9811249640 | Sonu Roy | 9702011179 | For advance payment of Income tax return AY 21-22 | Sonu Roy | Sonu Roy | View Details | For advance payment of Income tax return AY 21-22 | |||
October 27, 2021 | Call made to client - but unsuccessful | Pankaj Agnihotri | 7045069980 | Pankaj Agnihotri | 7045069980 | Sonu Roy | 9702011179 | For Advance payment of ITR AY 21-22 | Sonu Roy | Sonu Roy | View Details | For Advance payment of ITR AY 21-22 | |||
June 12, 2019 | Call Received from Client | Pradip Shah | 9820201923 | Gift deed and income tax returnd | Sonu Roy | 022-28090939 | Gift deed and income tax return AY 2019-20 ....pradip shah will come 4:00 clock | Sonu Roy | View Details | Gift deed and income tax return AY 2019-20 ....pradip shah will come 4:00 clock | |||||
November 17, 2021 | Call Received from Client | Mallinath Hoogar | 9930038562 | Mallinath Hoogar | 9930038562 | Sonali Choudhary | 9819540930 | Income tax return AY 21-22 filing status | Sonu Roy | Sonali Choudhary | View Details | Income tax return AY 21-22 filing status | |||
November 20, 2021 | Call Received from Client | sunil shedge | 9892570286 | Sunil Shedge | 9892570286 | Sonu Roy | 9819540930 | For income tax return filing status AY 21-22 | Sonu Roy | Sonu Roy | View Details | For income tax return filing status AY 21-22 | |||
June 22, 2019 | Visitor in Office | Augustine Fernandes | 9821863774 | Augustine Fernandes | Arvind V Estibeiro | Income tax return AY 2019-20 | Sonu Roy | View Details | Income tax return AY 2019-20 | ||||||
November 26, 2021 | Call made to client - but unsuccessful | Alphreda Antony | 9821178982 | Alphreda Antony | 9821178982 | Sonu Roy | 022-48900450 | For advance payment of Income tax return AY 21-22 and required documents | Sonu Roy | Sonu Roy | View Details | For advance payment of Income tax return AY 21-22 and required documents | |||
June 25, 2019 | Visitor in Office | Rubber Publication | 9920106929 | Bhupendra Master | Arvind V Estibeiro | TDS From 16 FY 2018-19 | Sonu Roy | View Details | TDS From 16 FY 2018-19 | ||||||
June 27, 2019 | Call made to client - but unsuccessful | Sagar Jadhav | 7710820678 | mrs jadhav | Sonu Roy | 9702121414 | Aadhaar OTP for income tax return | Sonu Roy | View Details | Aadhaar OTP for income tax return | |||||
July 6, 2019 | Call Received from Client | Anuj Thakur | 9833418919 | Anuj Thakur | Sonu Roy | 9819540930 | Immediate Income Tax Return for Visa Purpose | Sonu Roy | View Details | Immediate Income Tax Return for Visa Purpose | |||||
May 5, 2022 | Call made to client - but unsuccessful | Melvin Noronha | +971508728734 | Melvin Noronha | 1508728734 | Sonu Roy | 022-48900450 | For TDS 26QB return and advance payment | Sonu Roy | Sonu Roy | View Details | For TDS 26QB return and advance payment | |||
July 22, 2019 | Call Received from Client | Nand Singh | 8800303336 | Nand Singh | Arvind V Estibeiro | 9702121414 | Balance sheet | Sonu Roy | View Details | Balance sheet | |||||
July 12, 2022 | Call made to client - but unsuccessful | Devakumari Lokanathan | 9869227099 | Devakumari Lokanathan | 9869227099 | Sonu Roy | 022-48900450 | for advance payment of income tax return AY 22-23 | Sonu Roy | Sonu Roy | View Details | for advance payment of income tax return AY 22-23 | |||
October 19, 2022 | Call made to client - but unsuccessful | Pushkar jog | 9822659277 | Pushkar Jog | 9822659277 | Sonu Roy | 022-48900450 | Please provide following below documents for 15ca/cb 1. Loan agreement with financier 2. Which bank account was loan amount received for trf to UK – Please provide bank statement Please do today because of tomorrow till 31.10.2022 Diwali holidays | Sonu Roy | Sonu Roy | View Details | Please provide following below documents for 15ca/cb 1. Loan agreement with financier 2. Which bank account was loan amount received for trf to UK – Please provide bank statement Please do today because of tomorrow till 31.10.2022 Diwali holidays | |||
January 19, 2023 | Call made to client - but unsuccessful | Vishal Raval | 9022690353 | Vishal Raval | 9022690353 | Sonu Roy | 022-48900450 | Your self and Parimal Raval | Sonu Roy | Sonu Roy | View Details | Your self and Parimal Raval | |||
August 13, 2019 | Call Received from Client | Victor D'Mello | 8652720042 | Victor D'Mello | Sonu Roy | 9702121414 | visit to our office for income tax return AY 2019-20 | Sonu Roy | View Details | visit to our office for income tax return AY 2019-20 | |||||
February 25, 2023 | Call made to client - but unsuccessful | MANISH MARUTI AHER | 9819836665 | MANISH MARUTI AHER | 9819836665 | Sonu Roy | 022-48900450 | Please send me the pages of the passport for all the following years reflecting the dates of entering and leaving India - Full pages 01.04.2013 to 31.03.2018 | Sonu Roy | Sonu Roy | View Details | Please send me the pages of the passport for all the following years reflecting the dates of entering and leaving India - Full pages 01.04.2013 to 31.03.2018 | |||
September 21, 2023 | Call made to client - but unsuccessful | SHRISHTI JITENDRA TRIVEDI | 7666212414 | SHRISHTI JITENDRA TRIVEDI | 7666212414 | Sonu Roy | 022-48900450 | You have received an OTP on your mobile and email for DIR 3KYC. Please provide the Both OTP for DIR 3 KYC | Sonu Roy | Sonu Roy | View Details | You have received an OTP on your mobile and email for DIR 3KYC. Please provide the Both OTP for DIR 3 KYC | |||
December 1, 2023 | Call made to client - but unsuccessful | Sandeep Mukherjee | 9920527099 | Sandeep Mukherjee | 9920527099 | Sonu Roy | 022-48900450 | Please provide SBI home loan interest certificate open password | Sonu Roy | Sonu Roy | View Details | Please provide SBI home loan interest certificate open password | |||
April 15, 2024 | Call made to client - but unsuccessful | MAHADEO GNANASAGAR NAIG | 09148908095 | MAHADEO GNANASAGAR NAIG | 0914890809 | Sonu Roy | 022-48900450 | To check for TDS defaults, we will need the user ID and password for the TDS site. Therefore, please share the TDS site’s user ID and password with us so that we can perform the necessary checks | Sonu Roy | Sonu Roy | View Details | To check for TDS defaults, we will need the user ID and password for the TDS site. Therefore, please share the TDS site’s user ID and password with us so that we can perform the necessary checks | |||
August 30, 2019 | Call made to client - but unsuccessful | AS Prasad | 9920843112 | Prasad As | Sonu Roy | 9702121414 | Since you have incurred a loss I will need the following Information: Agreement Value of all the Properties (including advances paid) in your name | Sonu Roy | View Details | Since you have incurred a loss I will need the following Information: Agreement Value of all the Properties (including advances paid) in your name | |||||
September 10, 2019 | Call made to client - but unsuccessful | Manan Shukla | 9004104481 | Manan Shukla | 9004104481 | Sonu Roy | First Choice | Income tax return AY 2019-20 | Sonu Roy | View Details | Income tax return AY 2019-20 | ||||
October 21, 2019 | Call made to client - but unsuccessful | Annpurnatraders | 9834929469 | K S Prasad | 8551060454 | Sonu Roy | 022-35952679 | OTP for GST Return Sep 2019 | Sonu Roy | Sonu Roy | View Details | OTP for GST Return Sep 2019 | |||
March 12, 2020 | Call made to client - but unsuccessful | Cogh. Com | 8291155005 | Jimit Purecha | 8879023518 | Sonu Roy | 9819540930 | Ask to port address registration as per pan | Sonu Roy | Sonu Roy | View Details | Ask to port address registration as per pan | |||
August 7, 2020 | Call made to client - but unsuccessful | Sagar kandari | 9766374180 | Sagar Kandari | 8104082094 | Sonu Roy | 9702121414 | Advance payment for income tax return AY 20-21 | Sonu Roy | Sonu Roy | View Details | Advance payment for income tax return AY 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) |