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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December 6, 2023 | Call made to client - but unsuccessful | Vilas Pradhan | +1(843)992-7663 | Vilas Pradhan | 8439927663 | Sonu Roy | 9819540930 | The documents needed for the POA (Power of Attorney) along with advance payment | Sonu Roy | Sonu Roy | View Details | The documents needed for the POA (Power of Attorney) along with advance payment | |||
December 9, 2023 | Call made to client - but unsuccessful | JAYA SUBHASH NULU | 9819473405 | jaya nulu | 9819473405 | Asmita Ghadi | 022-48900450 | The client is saying that they have sent the payment, but it doesn't appear to have been deposited in our bank. ( Amt 43500) ( I have call today 2 times but client not received) | Asmita Ghadi | Asmita Ghadi | View Details | The client is saying that they have sent the payment, but it doesn't appear to have been deposited in our bank. ( Amt 43500) ( I have call today 2 times but client not received) | |||
December 9, 2023 | Call made to client - but unsuccessful | PROFILA COSCARE LLP | 7506693293 | Manju Kataria | 7506693293 | Sonu Roy | 022-48900450 | Its time to file your GSTR1 Returns. This is a request to kindly send me the GST3B data as soon as possible Sales and Purchase data for the Month of November | Sonu Roy | Sonu Roy | View Details | Its time to file your GSTR1 Returns. This is a request to kindly send me the GST3B data as soon as possible Sales and Purchase data for the Month of November | |||
December 15, 2023 | Call made to client - but unsuccessful | PUSHKAR SUHAS JOG | 9822659277 | Bhavesha Khilosia | 9892896774 | Sonu Roy | 022-48900450 | I had called for the pending documents of Audit FY 22-23 for Pushkar Sir and Surekha Madam. And now, I have sent a reminder again to you via email. | Sonu Roy | Sonu Roy | View Details | I had called for the pending documents of Audit FY 22-23 for Pushkar Sir and Surekha Madam. And now, I have sent a reminder again to you via email. | |||
December 22, 2023 | Visitor in Office | Nikki Nichani | 9886692717 | Nikki nichani | 9886692717 | Asmita Ghadi | I called the client to discuss filing income tax return for the assessment year 2023-24, but the client did not receive the call. | Asmita Ghadi | Sonu Roy | View Details | I called the client to discuss filing income tax return for the assessment year 2023-24, but the client did not receive the call. | ||||
December 22, 2023 | Call made to client - but unsuccessful | Nikki Nichani | 9886692717 | nikki nichani | 9886692717 | Asmita Ghadi | 022-48900450 | I called the client to discuss filing income tax return for the assessment year 2023-24, but the client did not receive the call. | Asmita Ghadi | Sonu Roy | View Details | I called the client to discuss filing income tax return for the assessment year 2023-24, but the client did not receive the call. | |||
December 26, 2023 | Call made to client - but unsuccessful | IVAN RONALD NORONHA | 8454871086 | IVAN RONALD NORONHA | 6899716676 | Sonu Roy | 9819540930 | We are calling you on +96899716676 for the OTP, because we need to update your profile on the Income Tax site. The OTP will be come to +96899716676 and [email protected]. When you are available to provide the OTP, only then will I send the request for the OTP from the Income Tax site. | Sonu Roy | Sonu Roy | View Details | We are calling you on +96899716676 for the OTP, because we need to update your profile on the Income Tax site. The OTP will be come to +96899716676 and [email protected]. When you are available to provide the OTP, only then will I send the request for the OTP from the Income Tax site. | |||
December 26, 2023 | Call made to client - but unsuccessful | Ravjeet Bedi | 7044003540 | Ravjeet Bedi | 7469674201 | Sonu Roy | 9819540930 | For advance payment of income tax return AY 23-24 | Sonu Roy | Sonu Roy | View Details | For advance payment of income tax return AY 23-24 | |||
December 29, 2023 | Call made to client - but unsuccessful | JAYA SUBHASH NULU | 9819473405 | Jaya Subhash Nulu | 9819473405 | Asmita Ghadi | 022-48900450 | The client is saying that they have sent the payment, but it doesn't appear to have been deposited in our bank. ( Amt 43500) ( I have call today 2 times but client not received) | Asmita Ghadi | Asmita Ghadi | View Details | The client is saying that they have sent the payment, but it doesn't appear to have been deposited in our bank. ( Amt 43500) ( I have call today 2 times but client not received) | |||
December 29, 2023 | Call made to client - but unsuccessful | SURYANARAYANA VENKATA PALLELA | 8985896073 | SURYANARAYANA VENKATA PALLELA | 8985896073 | Sonu Roy | 022-48900450 | Compliance notice AY 2023-24 | Sonu Roy | Sonu Roy | View Details | Compliance notice AY 2023-24 | |||
December 30, 2023 | Call made to client - but unsuccessful | SAVIO GABRIEL DSOUZA | 9821325989 | SAVIO GABRIEL DSOUZA | 9821325989 | Sonu Roy | 022-48900450 | For advance payment and required documents of income tax return AY 23-24 | Sonu Roy | Sonu Roy | View Details | For advance payment and required documents of income tax return AY 23-24 | |||
January 3, 2024 | Call made to client - but unsuccessful | Haresh Sonigara | 9920142408 | haresh Sonigara | 9920142408 | Krishna Gangwani | 022-48900450 | call for outstanding demand for AY 19-20 . demand for Rs 48540/ found correct. call for follow up and transfer of funds | Krishna Gangwani | Krishna Gangwani | View Details | call for outstanding demand for AY 19-20 . demand for Rs 48540/ found correct. call for follow up and transfer of funds | |||
January 20, 2024 | Call made to client - but unsuccessful | LANCY LOUIS SALDANHA | 9892367214 | Lancy Saldanha | 9892367214 | Asmita Ghadi | 022-48900450 | The last date for filing GSTR 1 was January 10th. We reminded you twice, but you still haven't emailed the sales and purchase bills. Due to the missed deadline, a late fee will be applicable. | Asmita Ghadi | Asmita Ghadi | View Details | The last date for filing GSTR 1 was January 10th. We reminded you twice, but you still haven't emailed the sales and purchase bills. Due to the missed deadline, a late fee will be applicable. | |||
January 23, 2024 | Call made to client - but unsuccessful | RADALT ELECTRICAL INDUSTRIES LIMITED | 9820669341 | Dilip Rajan | 9820669341 | Sonu Roy | 022-48900450 | Request for old payment | Sonu Roy | Sonu Roy | View Details | Request for old payment | |||
January 27, 2024 | Call made to client - but unsuccessful | Bhupendra Master | 09920106929 | bhupendra Master | 9920106929 | Krishna Gangwani | 022-48900450 | this is regarding outstanding demand of 5 years for Ms Farida Bharucha | Krishna Gangwani | Krishna Gangwani | View Details | this is regarding outstanding demand of 5 years for Ms Farida Bharucha | |||
January 29, 2024 | Call made to client - but unsuccessful | LANCY LOUIS SALDANHA | 9892367214 | Lancy Saldanha | 9892367214 | Asmita Ghadi | 022-48900450 | outstanding dues for GST filings from September 2023 till December 2023, Dues payable Rs. 6000/- if u already paid please send snapshot. | Asmita Ghadi | Asmita Ghadi | View Details | outstanding dues for GST filings from September 2023 till December 2023, Dues payable Rs. 6000/- if u already paid please send snapshot. | |||
February 1, 2024 | Call made to client - but unsuccessful | CHETAN GIRIJAKANT NAVALKAR | 9967570150 | CHETAN GIRIJAKANT NAVALKAR | 9967570150 | Sonu Roy | 022-48900450 | For IT Compliance Notice AY 2023-24, | Sonu Roy | Sonu Roy | View Details | For IT Compliance Notice AY 2023-24, | |||
February 8, 2024 | Call made to client - but unsuccessful | MAHASWETA DUBEY | 9820300941 | MAHASWETA DUBEY | 9820300941 | Sonu Roy | 022-48900450 | For investing in NPS and Mutual Funds | Sonu Roy | Sonu Roy | View Details | For investing in NPS and Mutual Funds | |||
February 13, 2024 | Call made to client - but unsuccessful | LANCY LOUIS SALDANHA | 9892367214 | Lancy Saldanha | 9892367214 | Asmita Ghadi | 022-48900450 | We have called you twice regarding the outstanding amount, but you have not responded. Please let us know by when you will be able to pay the outstanding amount of Rs 6000/-. | Asmita Ghadi | Asmita Ghadi | View Details | We have called you twice regarding the outstanding amount, but you have not responded. Please let us know by when you will be able to pay the outstanding amount of Rs 6000/-. | |||
February 20, 2024 | Call made to client - but unsuccessful | SHEENA GRIZOLI VIEGAS | 98211 39510 | Sheena Viegas | 9821139510 | Asmita Ghadi | 022-48900450 | I need to discuss the email you sent on February 19. I want to know for sure what the issue is regarding the payment. For that, I tried calling three times, but you didn't pick up | Asmita Ghadi | Asmita Ghadi | View Details | I need to discuss the email you sent on February 19. I want to know for sure what the issue is regarding the payment. For that, I tried calling three times, but you didn't pick up | |||
February 27, 2024 | Call made to client - but unsuccessful | SUSHIL PREMCHAND WAKDE | 9920311472 | SUSHIL PREMCHAND WAKDE | 9920311472 | Sonu Roy | 022-48900450 | Please share NPS contribution statement 01.04.2022 to 31.03.2023 | Sonu Roy | Sonu Roy | View Details | Please share NPS contribution statement 01.04.2022 to 31.03.2023 | |||
March 7, 2024 | Call made to client - but unsuccessful | Reyana Rupani | 9987479059 | Amarlal Rupani | 0843379681 | Sonu Roy | 022-48900450 | Please provide Scanned copy of following below documents 1. Pan card | Sonu Roy | Sonu Roy | View Details | Please provide Scanned copy of following below documents 1. Pan card | |||
March 13, 2024 | Call made to client - but unsuccessful | Hardik Darji | 9699610825 | Hardik Darji | 9699610825 | Sonu Roy | 022-48900450 | Please provide revised invoice for payment | Sonu Roy | Sonu Roy | View Details | Please provide revised invoice for payment | |||
March 15, 2024 | Call made to client - but unsuccessful | PRADEEP BHASKAR CHURI | 9515156815 | pradeep | 9515156815 | Krishna Gangwani | 022-48900450 | no data recd feb 24 twice called on 14/3/24 and 15/3/24 | Krishna Gangwani | Krishna Gangwani | View Details | no data recd feb 24 twice called on 14/3/24 and 15/3/24 | |||
March 19, 2024 | Call made to client - but unsuccessful | Sunita Suresh Jadhav | 9221651726 | Parikshit Jadhav | 9970167557 | Sonu Roy | 022-48900450 | Advance payment for TDS return of property purchase | Sonu Roy | Sonu Roy | View Details | Advance payment for TDS return of property purchase | |||
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) |