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 22, 2019 | Call Received from Client | Surekha Jog | Aashwari Samarthi | 9975110873 | Arvind V Estibeiro | 9702121414 | Please conform SA Tax | Teena Jhinjhoter | Pooja Parmani | View Details | Please conform SA Tax | ||||
March 12, 2020 | Call made to client - but unsuccessful | Sheetal Desai | 9975083923 | Sheetal Desai | 9975083923 | Sonu Roy | 9819540930 | Regarding Aadhar card | Jeeva Mani | Sonu Roy | View Details | Regarding Aadhar card | |||
July 10, 2023 | Call made to client - but unsuccessful | Piyush Pratim Das | 9971530802 | Piyush Das | 9971530802 | VAISHALI SHAILESH KULKARNI | 022-48900450 | ITR filing process, I need OTP to file your ITR and also for everification. Call me ASAP | VAISHALI SHAILESH KULKARNI | VAISHALI SHAILESH KULKARNI | View Details | ITR filing process, I need OTP to file your ITR and also for everification. Call me ASAP | |||
June 5, 2021 | Call Received from Client | Manash Biswas | 9971049898 | Sonu Roy | 9702121414 | please provide old MF Investment performance | Sonali Choudhary | Sonu Roy | View Details | please provide old MF Investment performance | |||||
December 24, 2021 | Call made to client - but unsuccessful | Ashwini Koshti | 9971008558 | Ashwini Koshti | 9971008558 | Sonu Roy | 022-48900450 | ITR AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | ITR AY 21-22 | |||
July 8, 2023 | Call made to client - but unsuccessful | Ashwini Koshti | 9971008558 | Ashwini Koshti | 9971008558 | PREETI ESTIBEIRO | 022-48900450 | ITR FILING AY 23-24 | PREETI ESTIBEIRO | Sonu Roy | View Details | ITR FILING AY 23-24 | |||
January 7, 2021 | Call made to client - but unsuccessful | Manash Biswas | 9970661233 | Fedora Fernandes | 9702011179 | Kindly provide 1) Salary slip for March'2020 2) bank statement (April '19 to March '20) 3) Aadhaar card 4) PAN card 5) Income tax login password | Fedora Fernandes | Fedora Fernandes | View Details | Kindly provide 1) Salary slip for March'2020 2) bank statement (April '19 to March '20) 3) Aadhaar card 4) PAN card 5) Income tax login password | |||||
February 19, 2022 | Call made to client - but unsuccessful | Parikshit Jadhav | 9970167557 | Parikshit Jadhav | 9970167557 | Sonali Choudhary | 022-48900450 | Advance payment for ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | Advance payment for ITR AY 21-22 | |||
March 19, 2024 | Call made to client - but unsuccessful | Sunita Suresh Jadhav | 9221651726 | Parikshit Jadhav | 9970167557 | Sonu Roy | 022-48900450 | Advance payment for TDS return of property purchase | Sonu Roy | Sonu Roy | View Details | Advance payment for TDS return of property purchase | |||
October 7, 2020 | Call made to client - but unsuccessful | Allwyn Rodrigues | 9970080138 | Allwyn Rodrigues | 9970080138 | Sonali Choudhary | 9702011179 | please check the review form and Conform the same | Sonali Choudhary | Sonali Choudhary | View Details | please check the review form and Conform the same | |||
December 18, 2020 | Call Received from Client | priya pillai | 9969969461 | Anita Prajapati | 9702121414 | talk to anita about my return | Sonali Choudhary | Anita Prajapati | View Details | talk to anita about my return | |||||
March 12, 2021 | Call Received from Client | Holy Name High School | 9665318429 | Priya Pillai | 9969969461 | Anita Prajapati | 9702011179 | TDS Challan sent for KG and Primary | Prathamesh Tervankar | Anita Prajapati | View Details | TDS Challan sent for KG and Primary | |||
September 18, 2021 | Call Received from Client | Hemachandran Chellappen Pillai | 9969969461 | Priya Pillai | 9969969461 | Anita Prajapati | 9819540930 | Income tax return status AY 21-22 and New return of Jagdish Mishra and Sanjay Deva | Sonu Roy | Anita Prajapati | View Details | Income tax return status AY 21-22 and New return of Jagdish Mishra and Sanjay Deva | |||
June 22, 2023 | Call made to client - but unsuccessful | HEMACHANDRAN CHELLAPEN PILLAI | 9969969461 | Hemachandran Pillai | 9969969461 | VAISHALI SHAILESH KULKARNI | 022-48900450 | your ITR AY 2023-24 | VAISHALI SHAILESH KULKARNI | Sonu Roy | View Details | your ITR AY 2023-24 | |||
December 20, 2019 | Call Received from Client | sonal tater | 9969834186 | Fedora Fernandes | 022-28090939 | GST LOG ID PASSWORD | manoranjitha Soundra | Fedora Fernandes | View Details | GST LOG ID PASSWORD | |||||
December 21, 2019 | Call Received from Client | sonal tater | 9969834186 | Fedora Fernandes | 022-28090939 | return to be filed by as /payment for the same return to be filed by as | manoranjitha Soundra | Fedora Fernandes | View Details | return to be filed by as /payment for the same return to be filed by as | |||||
March 30, 2021 | Call made to client - but unsuccessful | Ravi Kanna | 9969777975 | Ravi Kanna | 9969777975 | Sonu Roy | 9702011179 | Advance fee for Compliance notice AY 20-21 and some discussed on the same | Sonali Choudhary | Sonu Roy | View Details | Advance fee for Compliance notice AY 20-21 and some discussed on the same | |||
May 4, 2022 | Call made to client - but unsuccessful | Ronnie Seymour | 9969742588 | Ronnie Seymour | 9969742588 | Sonu Roy | 9819540930 | For Advance Payment for ITR AY 2022-23 | Sonali Choudhary | Sonu Roy | View Details | For Advance Payment for ITR AY 2022-23 | |||
November 2, 2022 | Call Received from Client | Ronnie Seymour | 9969742588 | Ronnie Seymour | 9969742588 | Sonali Choudhary | 022-48900450 | Please provide below details | Sonali Choudhary | Sonali Choudhary | View Details | Please provide below details | |||
October 21, 2019 | Visitor in Office | Sonal Link Residency | Sanjay Parab | 9969741321 | Teena Jhinjhoter | Sent by Kishor karnik to submit Sign copy of Audit Ay 19-20 , Appointment latter & Cheques of sonal Link & Bimbisar Nagar And Sanjay Parab want status of his Sigma TDS paid or not | Teena Jhinjhoter | Pooja Parmani | View Details | Sent by Kishor karnik to submit Sign copy of Audit Ay 19-20 , Appointment latter & Cheques of sonal Link & Bimbisar Nagar And Sanjay Parab want status of his Sigma TDS paid or not | |||||
June 29, 2020 | Call Received from Client | Suresh Nikam | 9969729288 | Suresh Nikam | 9969729288 | Sonu Roy | 9702121414 | ITR AY 2020-21 AND Advance Our fees | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 AND Advance Our fees | |||
July 8, 2020 | Call made to client - but unsuccessful | Suresh Nikam | 9969729288 | Suresh Nikam | 9969729288 | Aysha khan | 9819540930 | Payment for ITR AY 20-21 | Aysha khan | Aysha khan | View Details | Payment for ITR AY 20-21 | |||
July 16, 2021 | Visitor in Office | Prabhakar Kulkarni | 9969703354 | Prabhakar kulkarni | 9969703354 | Sonali Choudhary | advance fee for ITR AY 21-22 to paid | Sonali Choudhary | Sonali Choudhary | View Details | advance fee for ITR AY 21-22 to paid | ||||
July 30, 2021 | Call Received from Client | Prabhakar Kulkarni | 9969703354 | Prabhakar kulkarni | 9969703354 | Sonu Roy | 9702011179 | computation understanding for AY 21-22 | Sonali Choudhary | Sonu Roy | View Details | computation understanding for AY 21-22 | |||
December 24, 2021 | Call made to client - but unsuccessful | Abhinav Jha | 9969616969 | Abhinav jha | 9969616969 | Sonali Choudhary | 022-48900450 | Final computation sent on 22-12-21 please confirm then we will file your return before 31-12-2021 | Prathamesh Tervankar | Sonali Choudhary | View Details | Final computation sent on 22-12-21 please confirm then we will file your return before 31-12-2021 | |||
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) |