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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November 23, 2021 | Call made to client - but unsuccessful | Maclean Lewis | 9619468053 | Maclean Lewis | 9619468053 | Sonu Roy | 022-48900450 | Please provide GST invoice Oct 2021 (Sale and Purchases invoice) | Sonu Roy | Sonu Roy | View Details | Please provide GST invoice Oct 2021 (Sale and Purchases invoice) | |||
July 6, 2019 | Call made to client - but unsuccessful | Edelweiss Partners(Agent Vendor) | 8976824486 | Guru Baksh Vaswani | Sonu Roy | 9702121414 | Investment in PFC and NAHI bonds | Sonu Roy | View Details | Investment in PFC and NAHI bonds | |||||
July 8, 2019 | Call Received from Client | K.N Lokhanthan | 9869227099 | Devakumari Lokanathan | Sonu Roy | 9702121414 | Income tax return will be file | Sonu Roy | View Details | Income tax return will be file | |||||
July 9, 2019 | Call Received from Client | Abhishek Chakrabarti | 9908728543 | Abhishek Chakrabarti | Arvind V Estibeiro | 9702121414 | The flat under construction was booked, but due to the time the deposit was withdrawn ... and the boulder cut the TDS And the boulder returned the amount | Sonu Roy | View Details | The flat under construction was booked, but due to the time the deposit was withdrawn ... and the boulder cut the TDS And the boulder returned the amount | |||||
February 24, 2022 | Call made to client - but unsuccessful | Franklin manickam | 9869253369 | Franklin Manickam | 9869253369 | Sonu Roy | 022-48900450 | We have prepare GSTR9 FY 20-. During this time we realised ITR wrt capital gain details is incomplete- We recommend filing revised income tax return. Revised return filing cost of Rs 1500/- | Sonu Roy | Sonu Roy | View Details | We have prepare GSTR9 FY 20-. During this time we realised ITR wrt capital gain details is incomplete- We recommend filing revised income tax return. Revised return filing cost of Rs 1500/- | |||
July 22, 2019 | Call Received from Client | Rajneesh Pachouly | 9920843435 | Rajneesh Pachouly | Sonu Roy | 9702121414 | Income tax return will be file | Sonu Roy | View Details | Income tax return will be file | |||||
July 29, 2019 | Call Received from Client | Rajkumar Rangnath | 9920315585 | Rajkumar Rangnath | Sonu Roy | 9819540930 | income Tax payment ay 2019-20 | Sonu Roy | View Details | income Tax payment ay 2019-20 | |||||
August 5, 2019 | Call made to client - but unsuccessful | Pushkar jog | 9833326740 | Pooja Sonawane | Sonu Roy | 9819540930 | Please send us following bellow for tds return of tds parties 1. Bill amount 2. Pan number 3. TDS deducted amount | Sonu Roy | View Details | Please send us following bellow for tds return of tds parties 1. Bill amount 2. Pan number 3. TDS deducted amount | |||||
December 12, 2022 | Call made to client - but unsuccessful | Noellyn Dsouza | 9820840957 | Noellyn Dsouza | 9820840957 | Sonu Roy | 022-48900450 | For ITR E Verification AY 22-23 | Sonu Roy | Sonu Roy | View Details | For ITR E Verification AY 22-23 | |||
August 17, 2019 | Call Received from Client | Rubber Publication | 0222282498 | Prachi | Sonu Roy | 9819540930 | Gratuity calculation | Sonu Roy | View Details | Gratuity calculation | |||||
April 21, 2023 | Call made to client - but unsuccessful | SHEENA GRIZOLI VIEGAS | 98211 39510 | SHEENA GRIZOLI VIEGAS | 9821139510 | Sonu Roy | 022-48900450 | We have GST liabilities sent yesterday. Please pay GST tax for GST Return Q4 FY 22-23 | Sonu Roy | Sonu Roy | View Details | We have GST liabilities sent yesterday. Please pay GST tax for GST Return Q4 FY 22-23 | |||
July 16, 2023 | Call made to client - but unsuccessful | DEEPTI VERMA | 9699480358 | DEEPTI VERMA | 9699480358 | Sonu Roy | 022-48900450 | For income tax return AY 2023-24 please reply earlier email | Sonu Roy | Sonu Roy | View Details | For income tax return AY 2023-24 please reply earlier email | |||
October 14, 2023 | Call made to client - but unsuccessful | ANANTAM STORIES LLP | 9821010765 | Vinit Kumar Gupta | 9821010765 | Sonu Roy | 022-48900450 | For GST application, Aadhaar Authentication is required for which OTP is needed.. Please provide Aadhaar OTP | Sonu Roy | Sonu Roy | View Details | For GST application, Aadhaar Authentication is required for which OTP is needed.. Please provide Aadhaar OTP | |||
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 | |||
October 22, 2019 | Call Received from Client | Honey Advisory service | Sunil Rai | 9594974435 | Sonu Roy | 9819540930 | Bifurcation for PT and TDS amount | Sonu Roy | Pooja Parmani | View Details | Bifurcation for PT and TDS amount | ||||
March 16, 2020 | Call made to client - but unsuccessful | Alok Arya | 6396226652 | Alok Arya | 6396226652 | Sonu Roy | 9702121414 | TDS tax Calculation | Sonu Roy | Sonu Roy | View Details | TDS tax Calculation | |||
June 20, 2020 | Call Received from Client | Niharika Gupta | 9823494802 | Sonu Roy | 9819540930 | Which plan used old or new for income tax return AY 20-21 | Sonu Roy | Sonu Roy | View Details | Which plan used old or new for income tax return AY 20-21 | |||||
April 10, 2021 | Call Received from Client | Nelson Rodrigues | 8779880261 | Romia Nelson Rodrigues | 8779880261 | Sonu Roy | 9819540930 | Income tax refund status AY 20-21 | Sonu Roy | Sonali Choudhary | View Details | Income tax refund status AY 20-21 | |||
August 6, 2021 | Call Received from Client | Anurag Mundra | 9029299991 | Sonu Roy | 9702011179 | Ask to Tan application status | Sonu Roy | Sonali Choudhary | View Details | Ask to Tan application status | |||||
September 17, 2021 | Call made to client - but unsuccessful | Organic India Pvt. Ltd. | 847008471/9140471271 | Nihit Srivastava | 8470084711 | Sonu Roy | 9819540930 | Please email check and reply For FDA Notice Nashik | Sonu Roy | Sonu Roy | View Details | Please email check and reply For FDA Notice Nashik | |||
May 9, 2019 | Call Received from Client | Nageshwariprasad Tiwari | 7021013053 | Sonu Roy | 9702121414 | TAN Number for TDS deduction | Sonu Roy | View Details | TAN Number for TDS deduction | ||||||
October 21, 2021 | Call made to client - but unsuccessful | Kenneth Dsouza | 9819089151 | Kenneth Xavier Dsouza | 9819089151 | Sonu Roy | 9702011179 | Noted. Kindly provide the following documents for the period April 2020- March 2021 1) Bank statement 2) Housing loan interest certificate 3) ) Form 16 4) Capital Gain Statement (including F&O if any) from your broker containing Total Profit, Total sales, Total Gain/Loss Amount | Sonu Roy | Sonu Roy | View Details | Noted. Kindly provide the following documents for the period April 2020- March 2021 1) Bank statement 2) Housing loan interest certificate 3) ) Form 16 4) Capital Gain Statement (including F&O if any) from your broker containing Total Profit, Total sales, Total Gain/Loss Amount | |||
June 8, 2019 | Call made to client - but unsuccessful | Harshsudan HUF Purecha | 9820119542 | Vaishakhi Purecha | Sonu Roy | 9702121414 | IEC code application | Sonu Roy | View Details | IEC code application | |||||
October 29, 2021 | Call Received from Client | sayyed ali masoodalam | 9821365033 | Sayyed Ali Masoodalam | 9821365033 | Sonali Choudhary | 9702011179 | For balance sheet and profit & Loss account | Sonu Roy | Sonali Choudhary | View Details | For balance sheet and profit & Loss account | |||
November 18, 2021 | Call made to client - but unsuccessful | Hem Bhatt | 9819508844 | Hem Bhatt | 9819508844 | Sonu Roy | 022-48900450 | Please provide bank statements FY 20-21for income tax return AY 21-22 | Sonu Roy | Sonu Roy | View Details | Please provide bank statements FY 20-21for income tax return 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 Response | Workflow Detail Link | Regarding (Work Type) |