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 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 ResponseWorkflow Detail Link Regarding (Work Type)
January 9, 2020Call Received from ClientSwapna9819180552Pooja Parmani9819540930

TDS Lowest Deduction

Jeeva ManiPooja ParmaniResolution Pending

Aware you need the certificate before year end. Do let me know after your telecon. Will be taken up accordingly by concerned.

TDS Lowest Deduction
August 27, 2020Visitor in Officesuvarna Malpekar9833936103Suvarna Malpekar9833936103Sonali Choudhary

ITR AY 20-21

Sonali ChoudharySonali Choudhary

ITR AY 20-21
August 29, 2020Call Received from Clientsuvarna Malpekar9833936103Suvarna Malpekar9833936103Sonu Roy9819540939

Outstanding Demand

Aysha khanSonu Roy

Outstanding Demand
October 22, 2020Call Received from Clientsuvarna Malpekar9833936103Suvarna Malpekar9833936103Sonu Roy9819540930

Outstanding demand

Sonali ChoudharySonu Roy

Outstanding demand
August 18, 2021Call made to client - but unsuccessfulsuvarna Malpekar9833936103suvarna Malpekar9833936103Sonali Choudhary9819540930

Advance payment for ITR AY 21-22

Prathamesh TervankarSonali Choudhary

Advance payment for ITR AY 21-22
September 25, 2020Call made to client - but unsuccessfulSuvarna Dalawayi8500380785Suvarna Dalawayi8500380785Sonali Choudhary9702011179

Payment and review reply For ITR AY 20-21

Sonali ChoudharySonali Choudhary

Payment and review reply For ITR AY 20-21
June 12, 2019Call Received from Clientsuvarna Malpekar9833936103suvarnaTeena Jhinjhoter9819540939

ITR AY 19-20

ITR AY 19-20
July 27, 2020Call made to client - but unsuccessfulSusmitaa Bhattacharya9833855059Susmitaa Bhattacharya.9833855059Sonu Roy9819540930

Advance payment

Sonu RoySonu Roy

Advance payment
August 2, 2019Call made to client - but unsuccessfulSusmitaa Bhattacharya9833855059SusmitaaFedora Fernandes9819540930

Kindly confirm the ITR draft computation which was mailed on 31st July.

Fedora Fernandes

Kindly confirm the ITR draft computation which was mailed on 31st July.
August 19, 2019Call Received from ClientSushil Wakde9920311472Sushil wakdeArvind V Estibeiro9819540930

asking regarding investment in 2bhk flat by selling 1bhk flat

Jagravi gharat

asking regarding investment in 2bhk flat by selling 1bhk flat
December 9, 2019Call Received from ClientSushil Wakde9920311472Sushil wakde9920311472Sonu Roy022-28090939

Asking about MF investment

manoranjitha SoundraSonu Roy

Asking about MF investment
December 9, 2019Call Received from ClientSushil Wakde9920311472Sushil wakde9920311472Sonu Roy022-28090939

Asking about MF investment

manoranjitha SoundraSonu RoyResolution Pending

We have drop Mutual fund investment form today and sign form and inform to us .we will collect mutual fund investment form

Asking about MF investment
March 15, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Pooja Parmani9702011179

Consultancy about new property purchase talk to pooja parmani

Sonali ChoudharyPooja Parmani

Consultancy about new property purchase talk to pooja parmani
March 16, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

Mutual Fund Investment

Prathamesh TervankarSonu Roy

Mutual Fund Investment
April 5, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

Mutual Fund Investment

Prathamesh TervankarSonu Roy

Mutual Fund Investment
June 19, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

which document required for angel broking account opening please let me know.

Sonali ChoudharySonu Roy

which document required for angel broking account opening please let me know.
February 27, 2024Call made to client - but unsuccessfulSUSHIL PREMCHAND WAKDE9920311472SUSHIL PREMCHAND WAKDE9920311472Sonu Roy022-48900450

Please share NPS contribution statement 01.04.2022 to 31.03.2023

Sonu RoySonu Roy

Please share NPS contribution statement 01.04.2022 to 31.03.2023
September 2, 2021Call Received from ClientSushil mishra8692005213Pooja Parmani9702011179

For Society Audit

Sonali ChoudharyPooja Parmani

For Society Audit
September 15, 2021Call Received from ClientShree Shivdham CHS. Ltd.8692005213Sushil Mishra8692005213Pooja Parmani9702011179

Audit Visiting on Friday 17.09.2021

Sonali ChoudharyPooja Parmani

Audit Visiting on Friday 17.09.2021
September 21, 2021Call Received from ClientShree Shivdham CHS. Ltd.8692005213Sushil Mishra8692005213Pooja Parmani9702011179

please provide draft balance sheet urgently

Sonali ChoudharyPooja Parmani

please provide draft balance sheet urgently
September 16, 2022Visitor in OfficeAnurag Mundra9029299991Sushil Gupta7844902405Sonali Choudhary

As Discussed Digital Signature Given to Sushil Gupta

Sonali ChoudharySonali Choudhary

As Discussed Digital Signature Given to Sushil Gupta
April 11, 2022Call made to client - but unsuccessfulSushant Khandekar9854825641Sushant Khandekar9854825641Sonali Choudhary022-48900450

For No liability to pay tax in ITR AY 21-22

Sonali ChoudharySonali Choudhary

For No liability to pay tax in ITR AY 21-22
July 1, 2019Call Received from ClientSuryanarayana Pallela8985896073SuryanaryanaSonu Roy9819540939

ITR AY 19-20

Teena Jhinjhoter

ITR AY 19-20
December 29, 2023Call made to client - but unsuccessfulSURYANARAYANA VENKATA PALLELA8985896073SURYANARAYANA VENKATA PALLELA8985896073Sonu Roy022-48900450

Compliance notice AY 2023-24

Sonu RoySonu Roy

Compliance notice AY 2023-24
July 14, 2021Call Received from ClientSuryanarayana Pallela8985896073Pooja Parmani9702011179

Tax computation understanding for AY 21-22

Sonali ChoudharyPooja Parmani

Tax computation understanding for AY 21-22
 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 ResponseWorkflow Detail Link Regarding (Work Type)
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