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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March 30, 2021 | Visitor in Office | Annie jacob | 9769492959 | Sonali Choudhary | ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 20-21 | ||||||
March 31, 2021 | Call Received from Client | Rohit Singh | 7219048642 | Anita Prajapati | 9819540930 | Compliance Notice AY 20-21 | Sonali Choudhary | Anita Prajapati | View Details | Compliance Notice AY 20-21 | |||||
April 1, 2021 | Call Received from Client | bhalchandra Palav | 9869956299 | Sonu Roy | 9702011179 | New GST Number for regular scheme | Prathamesh Tervankar | Sonu Roy | View Details | New GST Number for regular scheme | |||||
April 1, 2021 | Call Received from Client | Rohit Singh | 7219048642 | Anita Prajapati | 9819540930 | Revised ITR FY 19-20 | Prathamesh Tervankar | Anita Prajapati | View Details | Revised ITR FY 19-20 | |||||
April 3, 2021 | Call Received from Client | vaishakhi purecha | 9820119542 | Sonu Roy | 9702121414 | ITR last three years | Prathamesh Tervankar | Sonu Roy | View Details | ITR last three years | |||||
April 3, 2021 | Visitor in Office | Yash Gupta | 7208948644 | Sonu Roy | please transfer Salary for jan and feb 21 | Sonali Choudhary | Sonu Roy | View Details | please transfer Salary for jan and feb 21 | ||||||
April 3, 2021 | Visitor in Office | Vijay Kumar Chauhan | 9619513936 | Anita Prajapati | Audit Report FY 19-20 | Prathamesh Tervankar | Anita Prajapati | View Details | Audit Report FY 19-20 | ||||||
April 13, 2021 | Call Received from Client | Achyut Auti | 9833952955 | Pooja Parmani | 9702011179 | GSTR-1 For January-2021 to March-2021 of AVO Wellness Private Limited. | Sonali Choudhary | Pooja Parmani | View Details | GSTR-1 For January-2021 to March-2021 of AVO Wellness Private Limited. | |||||
April 16, 2021 | Call Received from Client | Sujata Singh | 8097076006 | Sonali Choudhary | 022-28090939 | please check some amount credited to my current account. Please check and let me know | Sonali Choudhary | Sonali Choudhary | View Details | please check some amount credited to my current account. Please check and let me know | |||||
May 11, 2021 | Call Received from Client | Ramesh Aggarwal | 9702172209 | Pooja Parmani | 9702121414 | Consultancy on capital gain investment and valuation of property | Sonali Choudhary | Pooja Parmani | View Details | Consultancy on capital gain investment and valuation of property | |||||
May 20, 2021 | Call Received from Client | Chandrakant Mahale | 9869453978 | Pooja Parmani | 9819540930 | Service tax notice FY 2015-16 and 2016-17 | Sonali Choudhary | Pooja Parmani | View Details | Service tax notice FY 2015-16 and 2016-17 | |||||
May 20, 2021 | Call Received from Client | Shobha Singh | 8068105151 | Pooja Parmani | 9702121414 | Classic group tally data issue resolved | Sonali Choudhary | Pooja Parmani | View Details | Classic group tally data issue resolved | |||||
May 24, 2021 | Call Received from Client | Ram pandey | 9867328152 | Pooja Parmani | 9819540930 | to check if any notice / intimation available online on Income tax under pan | Sonali Choudhary | Pooja Parmani | View Details | to check if any notice / intimation available online on Income tax under pan | |||||
May 31, 2021 | Call Received from Client | Chandrakant Mahale | 9869453978 | Pooja Parmani | 9819540930 | Acknowledgement number for service tax return filed | Sonali Choudhary | Pooja Parmani | View Details | Acknowledgement number for service tax return filed | |||||
June 5, 2021 | Call Received from Client | Manash Biswas | 9971049898 | Sonu Roy | 9702121414 | please provide old MF Investment performance | Sonali Choudhary | Sonu Roy | View Details | please provide old MF Investment performance | |||||
July 14, 2021 | Call Received from Client | Suryanarayana Pallela | 8985896073 | Pooja Parmani | 9702011179 | Tax computation understanding for AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | Tax computation understanding for AY 21-22 | |||||
July 15, 2021 | Call Received from Client | Linet Carvalho | 8169749078 | Pooja Parmani | 9819540930 | visit to office for Audit Discussion | Sonali Choudhary | Pooja Parmani | View Details | visit to office for Audit Discussion | |||||
July 16, 2021 | Visitor in Office | Ewart Rebello | 9821621661 | Sonali Choudhary | Details submitted for preparation of ITR AY 21-22 | Sonali Choudhary | Sonali Choudhary | View Details | Details submitted for preparation of ITR AY 21-22 | ||||||
August 6, 2021 | Call Received from Client | Anurag Mundra | 9029299991 | Sonu Roy | 9702011179 | Ask to Tan application status | Sonu Roy | Sonali Choudhary | View Details | Ask to Tan application status | |||||
August 17, 2021 | Call Received from Client | Shivin Tikoo | 9702011179 | Pooja Parmani | 9819540930 | Discuses about ITR AY 21-22 | Prathamesh Tervankar | Pooja Parmani | View Details | Discuses about ITR AY 21-22 | |||||
August 18, 2021 | Call made to client - but unsuccessful | Beaula shu | 9004088872 | Sonali Choudhary | 9819540930 | Advance payment for ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | Advance payment for ITR AY 21-22 | |||||
September 2, 2021 | Call Received from Client | Sushil mishra | 8692005213 | Pooja Parmani | 9702011179 | For Society Audit | Sonali Choudhary | Pooja Parmani | View Details | For Society Audit | |||||
September 4, 2021 | Visitor in Office | Anuradha Vijay Pawaskar | 9869501742 | Sonali Choudhary | finalization of three returns AY 21-22 | Sonali Choudhary | Sonali Choudhary | View Details | finalization of three returns AY 21-22 | ||||||
September 15, 2021 | Call made to client - but unsuccessful | Parul Siddharth Karki | 9953360077 | Sonu Roy | 9702011179 | Need to discuss on ITR AY 21-22 | Sonali Choudhary | Sonu Roy | View Details | Need to discuss on ITR AY 21-22 | |||||
September 21, 2021 | Call made to client - but unsuccessful | Parul Siddharth Karki | 9953360077 | Sonu Roy | 9702011179 | please confirm the tax challan you paid or not ? If you paid that please share the challan then we proceed for filing return | Sonali Choudhary | Sonu Roy | View Details | please confirm the tax challan you paid or not ? If you paid that please share the challan then we proceed for filing return | |||||
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) |