Client Call/Visit Log Report

Displaying 51 - 75 of 4,768

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)
December 20, 2019	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9702011179	GST-3B NOV 19		manoranjitha Soundra	Pooja Parmani	Resolution Pending	Tried reaching you twice. but your phone switched off You my let me know if need to discuss. Will call you back.	View Details	GST-3B NOV 19
January 6, 2020	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9819540930	GST-3B		manoranjitha Soundra	Pooja Parmani	Resolution Pending	As discussed you may send us a consolidated list from July 2017 till Nov 2019 w r t missing invoices based on the data shared by us . The due date for filing these missing invoices is 10th Jan 2020. The invoices on which you choose not to pay GST may also be sent along with above. GST liability wrt societies are not covered under exempt list as per GST rules for the security / housekeeping services rendered.	View Details	GST-3B
January 6, 2020	Call Received from Client	Valentine John Monteiro	9619853113	Om Sai Two Wheelers	9619853113	Pooja Parmani	9819540930	Mail Send		Aysha khan	Pooja Parmani	Resolution Pending	Will go through and let you know if anything needed further.	View Details	Mail Send
January 9, 2020	Call Received from Client			Swapna	9819180552	Pooja Parmani	9819540930	TDS Lowest Deduction		Jeeva Mani	Pooja Parmani	Resolution Pending	Aware you need the certificate before year end. Do let me know after your telecon. Will be taken up accordingly by concerned.	View Details	TDS Lowest Deduction
January 16, 2020	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9819540930	GST-3B		manoranjitha Soundra	Pooja Parmani	Resolution Pending	As discussed will take up Dec 2019 returns first. Will send you calculations with challan by EOD. Will be including Atharvas invoices this month. The invoice number will remain the same. But the dates will be changed to period pertaining after 31.03.2019 Since the GST and Income Tax filings for FY 18-19 are done - As per our telecon you have confirmed that Atharva has no issue if the dates are shifted to after 31st March 2019	View Details	GST-3B
January 16, 2020	Call Received from Client	Om Sai Two Wheelers Pvt. Ltd.	9619853113	Valentine Monteiro	9619853113	Pooja Parmani	022-28090939	Reaching Office in 10 mins		Aysha khan	Pooja Parmani	Resolution Pending	Dear Sangram, As discussed will take up Dec 2019 returns first. Will send you calculations with challan by EOD. Will be including Atharvas invoices this month. The invoice number will remain the same. But the dates will be changed to period pertaining after 31.03.2019 Since the GST and Income Tax filings for FY 18-19 are done - As per our telecon you have confirmed that Atharva has no issue if the dates are shifted to after 31st March 2019	View Details	Reaching Office in 10 mins
January 29, 2020	Call Received from Client			Moiz Harneshwala	9892453048	Pooja Parmani	9702121414	Account finalisation and Billing for Audit AY 19-20		Aysha khan	Pooja Parmani	Resolution Pending	Will send the Audit reports along with bill before 5th Feb .	View Details	Account finalisation and Billing for Audit AY 19-20
February 4, 2020	Call Received from Client	sangram more	8451848861	Sangram More	8451848861	Pooja Parmani	9819540930	Regarding GST, please refer the E-mail sent by sangram more before you call him		Aysha khan	Pooja Parmani	Resolution Pending	Spoke to Tata Power and have mailed them. tried reaching you but no answer. pl revert as convenient.	View Details	Regarding GST, please refer the E-mail sent by sangram more before you call him
February 15, 2020	Call Received from Client			john rose society	2228661489	Pooja Parmani	9702121414	Asking sinking fund &refunds		manoranjitha Soundra	Pooja Parmani	Resolution Pending	Tried calling , but no answer . you may reach me today / tom anytime before 6 pm. 9819540930	View Details	Asking sinking fund &refunds
February 15, 2020	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9702121414	Asking about GST -PAPER &credit legder		manoranjitha Soundra	Pooja Parmani	Resolution Pending	wrt Apna Sahakari Request you to send across hard copies of ledger mentioning the branch name at the top with respective invoices as per the list sent in previous mails.	View Details	Asking about GST -PAPER &credit legder
February 15, 2020	Call Received from Client	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani	022-28090939	MAIL SENT PLEASE CHECK		manoranjitha Soundra	Pooja Parmani	Resolution Pending	Documents handed over on your personal visit today wrt visit at Income Tax. Regarding : tally back up Om sai autoworld: On completion of all cash / bank entries upto 31.3.2019 pl send us updated back up.	View Details	MAIL SENT PLEASE CHECK
March 4, 2020	Call Received from Client			Adhesh	2240033338	Pooja Parmani	9702121414	Refund re-issue of AY 18-19 of Kriti Gupta & Classic Mercantile LLP		Jeeva Mani	Pooja Parmani	Resolution Pending	Please call me once visit at Department .Will co-ordinate with ITO/ assistant accordingly.	View Details	Refund re-issue of AY 18-19 of Kriti Gupta & Classic Mercantile LLP
March 4, 2020	Call Received from Client	sangram more	8451848861	Sangram More	8451848861	Pooja Parmani	9819540930	Asking about GSTR-1 Feb 2020		Jeeva Mani	Pooja Parmani	Resolution Pending	working on same. in process. will be filed tomorrow	View Details	Asking about GSTR-1 Feb 2020
March 11, 2020	Call Received from Client			Swapna Nair	9819180552	Pooja Parmani	9702121414	LLP Formation&TDS Work		Jebas Nadar	Pooja Parmani	Resolution Pending	Application submitted. Await approval of Officer. Will update once receive a revert from Dept.	View Details	LLP Formation&TDS Work
March 12, 2020	Call Received from Client			Sanjay Agarwal	9224180198	Pooja Parmani	9702121414	Asking about GST Notice		Jeeva Mani	Pooja Parmani	Resolution Pending	We are in process of drafting a reply with submissions. Will send for your signatures tomorrow . On receiving the letter from us - Please print it on letter head of Devsardevi and then sign - scan us. Will be submitting the response to Dept. tom.	View Details	Asking about GST Notice
April 30, 2019		Nikita Dutta	9833377175			Pooja Parmani	9819540930	Cash manage		Sonu Roy				View Details	Cash manage
April 30, 2019		Nikita Dutta	9833377175			Teena Jhinjhoter	9819540930	Cash Manage		Teena Jhinjhoter				View Details	Cash Manage
May 2, 2019		Abdulkarimashaikh	8778120278			Sonu Roy	9819540930	ITR AY 19-20		Teena Jhinjhoter				View Details	ITR AY 19-20
May 3, 2019		Bhalchandra Kashinath	9869956299			arvindtest	9702011179	Notary of MOU & PD		Teena Jhinjhoter				View Details	Notary of MOU & PD
May 4, 2019		Onganic india	9140471271			Sonu Roy	9819540939	PT Return		Teena Jhinjhoter				View Details	PT Return
May 4, 2019			9167266684				9819540939	Sales Tax Number for new company						View Details	Sales Tax Number for new company
May 4, 2019			9167266684				9819540939	Sales Tax Number for new company						View Details	Sales Tax Number for new company
May 4, 2019			9167266684				9819540939	Sales Tax Number for new company						View Details	Sales Tax Number for new company
May 6, 2019		lancy saldanha	8779296529			Pooja Parmani	9819540930	GST		Teena Jhinjhoter				View Details	GST
May 6, 2019		Sona Tarun Lalwani	8655653656			Santosh Ram	9702121414	Email for ITR Review checked by Sona Madam & want to discuss about the same		Teena Jhinjhoter				View Details	Email for ITR Review checked by Sona Madam & want to discuss about the same
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)