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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)
November 1, 2021Call Received from ClientDeepika Rathod9769447160Deepika Rathod9769447160Sonali Choudhary9702011179

Revised calculation AY 21-22

Sonu RoySonali Choudhary

Revised calculation AY 21-22
November 19, 2021Call made to client - but unsuccessfulAnand Belchapada9769785982Anand Belchapada9769785982Sonu Roy9819540930

Income tax return AY 21-22 filing status

Sonu RoySonu Roy

Income tax return AY 21-22 filing status
November 24, 2021Call made to client - but unsuccessfulMainak Kanjilal9811249640Mainak Kanjilal9811249640Sonu Roy022-48900450

Please Confirm for income tax return upload AY 21-22

Sonu RoySonu Roy

Please Confirm for income tax return upload AY 21-22
December 2, 2021Call made to client - but unsuccessfulPRAGATI KRISHNARAY KEDAR8779593002PRAGATI KRISHNARAY KEDAR8779593002Sonu Roy022-48900450

Please provide following below documents for income tax return AY 21-22
1. Form 16 Part B FY 20-21
2. Income tax site password
3. Salary Slip March 2021

Sonu RoySonu Roy

Please provide following below documents for income tax return AY 21-22
1. Form 16 Part B FY 20-21
2. Income tax site password
3. Salary Slip March 2021
July 4, 2019Call Received from ClientVijay Kumar Manjunath Naik8108112949Vijay Kumar M naikSonu Roy9819540930

ITR AY 2019-20

Sonu Roy

ITR AY 2019-20
July 24, 2022Visitor in OfficeRamachandran N.V9545787279Ramachandran N.V9545787279Sonu Roy

for income tax return AY 22-23

Sonu RoySonu Roy

for income tax return AY 22-23
August 31, 2022Call made to client - but unsuccessfulPushpa Dasgupta9820426660Pushpa Dasgupta9820426660Sonu Roy022-48900450

In order to arrive at the Capital Gains and exemptions etc I will need the following information:

Details of Property Sold (Provide expected values if not yet sold)

1 Sale Agreement value of property sold - Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page.

2 Date of sale agreement

3 Address of Property Sold: (Along with Pin Code)

4. Please scan and send me Registration Receipt (Registration Pauti)

5. No. of joint holders and their names with PAN Numbers

6. Any TDS deducted by the buyers- if yes - attach TDS certificate - if they have given you

Purchase Details of Old Property Sold

1.Number of old properties sold

2. Old Purchase Agreement value of property/ies: Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page.

2 Date of Old purchase agreement/s

3 Address of Old Property : (Along with Pin Code)

4. Please scan and send me Registration Receipt (Registration Pauti) [This may not be available if the property is very old/ancestral property]

5. Stamp duty amount and Registration Amount paid at the time of old purchase [This may not be available if the property is very old/ancestral property]

6. No. of joint holders and their names

7. Have you incurred any cost towards improvement (like civil works, plastering, paintings etc) of the property? If yes - amounts and date (this will reduce your taxable gains )

New Property Purchased - (if any) before or after the above sale - details needed

1 Purchase Agreement value of new property. Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page.

2 Date of purchase agreement

3 Address of Property Purchased: (Along with Pin Code)

4. Please scan and send me Registration Receipt (Registration Pauti)

5. Stamp duty amount and Registration Amount paid

6. No. of joint holders and their names with PAN Numbers

7. Did you deduct TDS - Yes or No?

Sonu RoySonu Roy

In order to arrive at the Capital Gains and exemptions etc I will need the following information:

Details of Property Sold (Provide expected values if not yet sold)

1 Sale Agreement value of property sold - Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page.

2 Date of sale agreement

3 Address of Property Sold: (Along with Pin Code)

4. Please scan and send me Registration Receipt (Registration Pauti)

5. No. of joint holders and their names with PAN Numbers

6. Any TDS deducted by the buyers- if yes - attach TDS certificate - if they have given you

Purchase Details of Old Property Sold

1.Number of old properties sold

2. Old Purchase Agreement value of property/ies: Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page.

2 Date of Old purchase agreement/s

3 Address of Old Property : (Along with Pin Code)

4. Please scan and send me Registration Receipt (Registration Pauti) [This may not be available if the property is very old/ancestral property]

5. Stamp duty amount and Registration Amount paid at the time of old purchase [This may not be available if the property is very old/ancestral property]

6. No. of joint holders and their names

7. Have you incurred any cost towards improvement (like civil works, plastering, paintings etc) of the property? If yes - amounts and date (this will reduce your taxable gains )

New Property Purchased - (if any) before or after the above sale - details needed

1 Purchase Agreement value of new property. Please provide only pages containing: Amount Page, Date page, Sellers Names page, Buyers names page and Property Address page.

2 Date of purchase agreement

3 Address of Property Purchased: (Along with Pin Code)

4. Please scan and send me Registration Receipt (Registration Pauti)

5. Stamp duty amount and Registration Amount paid

6. No. of joint holders and their names with PAN Numbers

7. Did you deduct TDS - Yes or No?
November 16, 2022Call made to client - but unsuccessfulMANISHA WALIA9769073361MANISHA WALIA9769073361Sonu Roy022-48900450

Income tax return AY 2021-22

Sonu RoySonu Roy

Income tax return AY 2021-22
December 28, 2022Call made to client - but unsuccessfulSandesh Shetty9167904798Sandesh Shetty9167904798Sonu Roy022-48900450

for advance payment of income tax return AY22-23
Last date 31.12.2022

Sonu RoySonu Roy

for advance payment of income tax return AY22-23
Last date 31.12.2022
February 16, 2023Call made to client - but unsuccessfulSATYEN SINHA9867689408SATYEN SINHA9867689408Sonu Roy022-48900450

Reminder for advance payment of income tax update return AY 2021-22

Sonu RoySonu Roy

Reminder for advance payment of income tax update return AY 2021-22
September 5, 2023Call made to client - but unsuccessfulAVO WELLNESS PRIVATE LIMITED9833952955Achyut Auti9833952955Sonu Roy022-48900450

For audit FY 2022-23. Please provide bank statement 01.04.2022 to 31.03.2023. If you made tally Please provide tally backup

Sonu RoySonu Roy

For audit FY 2022-23. Please provide bank statement 01.04.2022 to 31.03.2023. If you made tally Please provide tally backup
October 31, 2023Call made to client - but unsuccessfulHAULEVO TECH SOLUTIONS PRIVATE LIMITED9833761807HENDERSON CLEMENTE9833761807Sonu Roy022-48900450

We have sent you the balance sheet and P&L account for HAULEVO TECH SOLUTIONS PRIVATE LIMITED for your signature. Please sign and send it back so that I can file the ITR (Income Tax Return).

Sonu RoySonu Roy

We have sent you the balance sheet and P&L account for HAULEVO TECH SOLUTIONS PRIVATE LIMITED for your signature. Please sign and send it back so that I can file the ITR (Income Tax Return).
December 30, 2023Call made to client - but unsuccessfulSAVIO GABRIEL DSOUZA9821325989SAVIO GABRIEL DSOUZA9821325989Sonu Roy022-48900450

For advance payment and required documents of income tax return AY 23-24

Sonu RoySonu Roy

For advance payment and required documents of income tax return AY 23-24
March 22, 2024Call made to client - but unsuccessfulABHIJEET DSOUZA9930066264ABHIJEET DSOUZA9930066264Sonu Roy022-48900450

We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS'

Sonu RoySonu Roy

We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS'
August 30, 2019Call made to client - but unsuccessfulIshwar Chand9445408570Ishwar ChandSonu Roy9702121414

Please provide us form 16 part B AY 2019-20 (FY 2018-19)

Sonu Roy

Please provide us form 16 part B AY 2019-20 (FY 2018-19)
September 17, 2019Call made to client - but unsuccessfulShamsunder Panjwani9322150717Shamsunder Dharamdas Panjwani9322150717Sonu Roy9702121414

Email id change in income tax site

Sonu RoySonu Roy

Email id change in income tax site
July 27, 2020Call made to client - but unsuccessfulSusmitaa Bhattacharya9833855059Susmitaa Bhattacharya.9833855059Sonu Roy9819540930

Advance payment

Sonu RoySonu Roy

Advance payment
August 26, 2021Call made to client - but unsuccessfulNinad Malvankar7977740830Ninad Malvankar7977740830Sonu Roy9702011179

Income tax site password for income tax return AY 21-22

Sonu RoySonu Roy

Income tax site password for income tax return AY 21-22
September 18, 2021Call Received from ClientHemachandran Chellappen Pillai9969969461Priya Pillai9969969461Anita Prajapati9819540930

Income tax return status AY 21-22 and New return of Jagdish Mishra and Sanjay Deva

Sonu RoyAnita Prajapati

Income tax return status AY 21-22 and New return of Jagdish Mishra and Sanjay Deva
April 30, 2019Nikita Dutta9833377175Pooja Parmani9819540930

Cash manage

Sonu Roy

Cash manage
October 15, 2021Call made to client - but unsuccessfulPrashant Chilap9004841426Prashant CHilap9004841426Sonu Roy9702011179

For Verify of HUF Formation deed

Sonu RoySonu Roy

For Verify of HUF Formation deed
June 12, 2019Call Received from ClientAnupama Hattangdi9867942888ITR AY 2019-20Sonu Roy022-28090939

ITR AY 2019-20 document requirement

Sonu Roy

ITR AY 2019-20 document requirement
November 20, 2021Call Received from ClientRadhakrishnan Sreedharan Unnithan9702885365Radhakrishnan Sreedharan Unnithan9702885365Pooja Parmani9702011179

For advance payment and required documents

Sonu RoyPooja Parmani

For advance payment and required documents
November 24, 2021Call made to client - but unsuccessfulOrganic India Pvt. Ltd.847008471/9140471271Nihit Srivastava9140471271Sonu Roy022-48900450

For Reply to FDS notice Nashik and pending payment amount Rs 11938/-

Sonu RoySonu Roy

For Reply to FDS notice Nashik and pending payment amount Rs 11938/-
June 27, 2019Call Received from ClientVishal Raval9022690353Vishal RavalSonu Roy9819540930

Duplicate pan card application

Sonu Roy

Duplicate pan card application
 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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