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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
April 11, 2023 | Visitor in Office | Ranjeet Kaur | 9987465900 | Pooja Parmani | Gift of property from mother in law to daughter in law | Pooja Parmani | Pooja Parmani | View Details | Gift of property from mother in law to daughter in law | ||||||
April 27, 2021 | Call Received from Client | Rita William Pinto | 9987469609 | Rita Pinto | 9987469609 | Sonu Roy | 022-28090939 | Duplicate pan card application | Sonali Choudhary | Sonu Roy | View Details | Duplicate pan card application | |||
September 20, 2019 | Visitor in Office | Huseini Muckra | 9987478568 | Huseini Muckra | 9987478568 | Arvind V Estibeiro | Regarding ITR AY 19-20. Password Reset | Jagravi gharat | 20 | View Details | Regarding ITR AY 19-20. Password Reset | ||||
September 21, 2019 | Visitor in Office | Huseini Muckra | 9987478568 | Huseini Muckra | 9987478568 | Arvind V Estibeiro | regarding DSC Application. | Sheetal Chavan | 20 | View Details | regarding DSC Application. | ||||
September 23, 2019 | Visitor in Office | Huseini Muckra | 9987478568 | Huseini Muckra | 9987478568 | Arvind V Estibeiro | Regarding DSC | Jagravi gharat | Sonu Roy | View Details | Regarding DSC | ||||
July 14, 2020 | Call Received from Client | Veena Amarlal Rupani | 9987479059 | veena amarlal rupani | 9987479059 | Sonu Roy | 9819540930 | Self Assessment tax | Sonali Choudhary | Sonu Roy | View Details | Self Assessment tax | |||
June 10, 2021 | Visitor in Office | Veena Amarlal Rupani | 9987479059 | Amarlal Rupani | 9987479059 | Sonu Roy | ITR AY 2021-22 return preparation | Sonu Roy | Sonu Roy | View Details | ITR AY 2021-22 return preparation | ||||
August 3, 2021 | Visitor in Office | Veena Amarlal Rupani | 9987479059 | Amarlal Rupani | 9987479059 | Sonu Roy | ITR AY 2021-22 return preparation | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2021-22 return preparation | ||||
April 23, 2022 | Visitor in Office | Veena Amarlal Rupani | 9987479059 | Amarlal Rupani | 9987479059 | Sonu Roy | ITR Ay 2022-23 preparation | Sonali Choudhary | Sonu Roy | View Details | ITR Ay 2022-23 preparation | ||||
August 17, 2020 | Call Received from Client | Purandar Shetty | 9987508235 | Purandar Shetty | 9987508235 | Sonali Choudhary | 9819540939 | He will send document for ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | He will send document for ITR AY 20-21 | |||
August 17, 2020 | Call made to client - but unsuccessful | Purandar Shetty | 9987508235 | Purandar Shetty | 9987508235 | Sonali Choudhary | 9702121414 | Advance Payment | Sonali Choudhary | Sonali Choudhary | View Details | Advance Payment | |||
December 2, 2019 | Call made to client - but unsuccessful | Nelson Fernandes | Nelson Fernandes | 9987533790 | Aysha khan | 022-35952679 | The mails your receiving about gst-3b payments are for recording purpose. The payments are not to be done know. We will let you know the total amount for payment and even the time when the payment has to be done. | Aysha khan | Aysha khan | View Details | The mails your receiving about gst-3b payments are for recording purpose. The payments are not to be done know. We will let you know the total amount for payment and even the time when the payment has to be done. | ||||
January 18, 2020 | Call Received from Client | Nelson Fernandes | 9987533790 | Fedora Fernandes | 022-28090939 | GST-3B PAYMENT are for recording purpose | manoranjitha Soundra | Fedora Fernandes | View Details | GST-3B PAYMENT are for recording purpose | |||||
February 4, 2020 | Call Received from Client | Nelson Fernandes | 9987533790 | Fedora Fernandes | 022-28090939 | appointment to meet ave | manoranjitha Soundra | Fedora Fernandes | View Details | appointment to meet ave | |||||
February 18, 2020 | Call Received from Client | Nelson Fernandes | 9987533790 | Fedora Fernandes | 9819540930 | capital gain calculation | manoranjitha Soundra | Fedora Fernandes | View Details | capital gain calculation | |||||
August 6, 2022 | Call made to client - but unsuccessful | Nelson Fernandes | 9322233624 | karen Fonseca | 9987533790 | Sonu Roy | 022-48900450 | Please provide GST sales and purchase data for june 22 | Sonali Choudhary | Sonu Roy | View Details | Please provide GST sales and purchase data for june 22 | |||
November 7, 2019 | Call Received from Client | Dilipkumar singh | 9987640553 | dilip kumar singh | 9987640553 | Sonu Roy | 9819540930 | Asking about ITR acknowledgement | manoranjitha Soundra | Sonu Roy | View Details | Asking about ITR acknowledgement | |||
September 14, 2020 | Call Received from Client | Dilipkumar singh | 9987640553 | DK Singh | 9987640553 | Pooja Parmani | 9819540939 | Information needed for capital gain calculation | Pooja Parmani | View Details | Information needed for capital gain calculation | ||||
September 16, 2020 | Call Received from Client | Dilipkumar singh | 9987640553 | Dilip Kumar Singh | 9987640553 | Pooja Parmani | 9702011179 | Please send me the your payment request for ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Please send me the your payment request for ITR AY 20-21 | |||
October 9, 2020 | Call Received from Client | Dilipkumar singh | 9987640553 | Dilipkumar singh | 9987640553 | Pooja Parmani | 9819540930 | ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 | |||
October 10, 2020 | Call Received from Client | Pamela Singh | 9869792727 | Dilip Kumar singh | 9987640553 | Pooja Parmani | 9819540930 | Discussion of Pamela Singh ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Discussion of Pamela Singh ITR AY 20-21 | |||
March 24, 2021 | Call Received from Client | Dilipkumar singh | 9987640553 | Dilip kumar singh | 9987640553 | Pooja Parmani | 9702011179 | GST clarification and IT plan for FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | GST clarification and IT plan for FY 20-21 | |||
March 25, 2021 | Call Received from Client | Dilipkumar singh | 9987640553 | Dilip kumar singh | 9987640553 | Pooja Parmani | 9819540930 | GST clarification and IT plan for FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | GST clarification and IT plan for FY 20-21 | |||
June 8, 2021 | Call Received from Client | Dilipkumar singh | 9987640553 | Dilip kumar Singh | 9987640553 | Pooja Parmani | 022-28090939 | ITR AY 21-22 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 21-22 | |||
June 30, 2021 | Call Received from Client | Dilipkumar singh | 9987640553 | Dilip kumar Singh | 9987640553 | Pooja Parmani | 9702121414 | please check my mail for chaitanya singh Linking PAN with Aadhar | Sonali Choudhary | Pooja Parmani | View Details | please check my mail for chaitanya singh Linking PAN with Aadhar | |||
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) |