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 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 | |||
August 26, 2019 | Call made to client - but unsuccessful | Ashish Jha | 9930152055 | Ashish Jha | Teena Jhinjhoter | 9702121414 | Teena Jhinjhoter | View Details | |||||||
August 27, 2019 | Call made to client - but unsuccessful | Ashish Jha | 9930152055 | Ashish Jha | Teena Jhinjhoter | 9702121414 | Please Revert on last Email | Teena Jhinjhoter | View Details | Please Revert on last Email | |||||
September 2, 2021 | Visitor in Office | Ashley Dias | 9869864945 | Ashley Dias | 9869864945 | Sonali Choudhary | Document submitted for ITR AY 21-22 | Sonali Choudhary | Sonali Choudhary | View Details | Document submitted for ITR AY 21-22 | ||||
September 16, 2021 | Visitor in Office | Ashley Dias | 9869864945 | Ashley Dias | 9869864945 | Sonali Choudhary | For ITR AY 21-22 all document collect | Sonali Choudhary | Sonali Choudhary | View Details | For ITR AY 21-22 all document collect | ||||
January 6, 2022 | Visitor in Office | Ashley Dias | 9869864945 | Ashley Dias | 9869864945 | Sonu Roy | For TDS Notice | Prathamesh Tervankar | Sonu Roy | View Details | For TDS Notice | ||||
February 6, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok | 9930064381 | Sonu Roy | 9819540930 | 150000 is already invested, their is need to invest 100,000 ? and as per budget FY 19-20 which scheme is best for my IT Return for AY 20-21 | Teena Jhinjhoter | Sonu Roy | View Details | 150000 is already invested, their is need to invest 100,000 ? and as per budget FY 19-20 which scheme is best for my IT Return for AY 20-21 | |||
July 17, 2019 | Call Received from Client | Ashok Dash | 9930064381 | Ashok dash | Arvind V Estibeiro | 9819540930 | asking about ITR documents | Reshma Bhosale | View Details | asking about ITR documents | |||||
July 18, 2019 | Call Received from Client | Ashok Dash | 9930064381 | Ashok dash | Sonu Roy | 9819540930 | ITR | Reshma Bhosale | View Details | ITR | |||||
February 7, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | TAX planning | manoranjitha Soundra | Sonu Roy | View Details | TAX planning | |||
February 7, 2020 | Call made to client - but unsuccessful | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | tax planning (call not received) | manoranjitha Soundra | Sonu Roy | View Details | tax planning (call not received) | |||
February 28, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | MF investment of tax saving FY 19-20 | Aysha khan | Sonu Roy | View Details | MF investment of tax saving FY 19-20 | |||
March 14, 2020 | Call Received from Client | Ashok Dash | 9930064381 | ASHOK DASH | 9930064381 | Sonu Roy | 9819540930 | ADVANCE TAX CALCULATION | Jebas Nadar | Sonu Roy | View Details | ADVANCE TAX CALCULATION | |||
July 23, 2020 | Call Received from Client | Ashok Dash | 9930064381 | ashok Dash | 9930064381 | Sonu Roy | 9702121414 | compliance notice 19-20 | Jebas Nadar | Sonu Roy | View Details | compliance notice 19-20 | |||
July 24, 2020 | Call Received from Client | Ashok Dash | 9930064381 | ASHOK DASH | 9930064381 | Sonu Roy | 9819540930 | COMPLIANCE NOTICE | Jebas Nadar | Sonu Roy | View Details | COMPLIANCE NOTICE | |||
July 27, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | Compliance Notice | Sonali Choudhary | Sonu Roy | View Details | Compliance Notice | |||
August 4, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9702121414 | Compliance Notice Reply | Sonali Choudhary | Sonu Roy | View Details | Compliance Notice Reply | |||
September 1, 2020 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | ITR AY 20-21 FOR HIS WIFE | Sonali Choudhary | Sonu Roy | View Details | ITR AY 20-21 FOR HIS WIFE | |||
November 6, 2020 | Call Received from Client | Arun Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9702011179 | Compliance notice of AY 19-20 | Sonali Choudhary | Sonu Roy | View Details | Compliance notice of AY 19-20 | |||
December 8, 2021 | Call Received from Client | Ashok Dash | 9930064381 | Ashok Dash | 9930064381 | Sonu Roy | 9819540930 | ITR AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | ITR AY 21-22 | |||
July 26, 2019 | Call Received from Client | Ashok Dev | 9322231096 | ashok dev | Fedora Fernandes | 9819540930 | ITR queries | Reshma Bhosale | View Details | ITR queries | |||||
July 26, 2019 | Call made to client - but unsuccessful | Ashok Dev | 9322231096 | ashok dev | Fedora Fernandes | 9819540930 | Confirmation of ITR | Ruchita Jain | View Details | Confirmation of ITR | |||||
August 23, 2019 | Call Received from Client | Ashok Dev | 9322231096 | ashok dev | Fedora Fernandes | 9819540930 | ragarding ITR | Sheetal Chavan | View Details | ragarding ITR | |||||
September 24, 2019 | Call Received from Client | Ashok Dev | 9322231096 | Ashok dev | 8169379643 | Arvind V Estibeiro | 9819540930 | regarding e-verification of ITR AY 19-20 and he said to check TDS amount. | Jagravi gharat | 20 | View Details | regarding e-verification of ITR AY 19-20 and he said to check TDS amount. | |||
December 21, 2020 | Call Received from Client | Suman Dev | 9869442316 | Ashok Dev | 9322231096 | Sonali Choudhary | 9702011179 | some correction on suman itr and dipti husband ITR AY 20-21 Talk to AVE about same query | Sonali Choudhary | Sonali Choudhary | View Details | some correction on suman itr and dipti husband ITR AY 20-21 Talk to AVE about same query | |||
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) |