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 13, 2020 | Visitor in Office | SHIVNATH SURVE | 9969020751 | Shivnath Surve | 9969020751 | Sonu Roy | Gift deed Document submitted | Sonali Choudhary | Sonu Roy | View Details | Gift deed Document submitted | ||||
December 15, 2020 | Visitor in Office | Sanket Surve | 9969020751 | Sonu Roy | Gift Deed Document submitted | Sonali Choudhary | Sonu Roy | View Details | Gift Deed Document submitted | ||||||
January 2, 2021 | Call Received from Client | SHIVNATH SURVE | 9969020751 | Shivnath Surve | 9969020751 | Sonu Roy | 9702011179 | please send final draft for gift deed | Sonali Choudhary | Sonu Roy | View Details | please send final draft for gift deed | |||
January 30, 2021 | Visitor in Office | SHIVNATH SURVE | 9969020751 | Shivnath surve | 9969020751 | Sonu Roy | Gift deed | Prathamesh Tervankar | Sonu Roy | View Details | Gift deed | ||||
January 30, 2021 | Visitor in Office | SHIVNATH SURVE | 9969020751 | Shivnath surve | 9969020751 | Sonu Roy | Gift deed | Prathamesh Tervankar | Sonu Roy | View Details | Gift deed | ||||
February 8, 2021 | Call Received from Client | SHIVNATH SURVE | 9969020751 | Shivnath surve | 9969020751 | Sonu Roy | 9702011179 | Document send Gift deed | Prathamesh Tervankar | Sonu Roy | View Details | Document send Gift deed | |||
February 10, 2021 | Visitor in Office | SHIVNATH SURVE | 9969020751 | shivnath surve | 9969020751 | Sonu Roy | Gift deed | Prathamesh Tervankar | Sonu Roy | View Details | Gift deed | ||||
July 9, 2022 | Visitor in Office | SHIVNATH SURVE | 9969020751 | Shivnath Surve | 9969020751 | Sonali Choudhary | for filing ITR AY 22-23 shivnath surve and anagha surve | Sonali Choudhary | Sonali Choudhary | View Details | for filing ITR AY 22-23 shivnath surve and anagha surve | ||||
August 10, 2020 | Visitor in Office | Dattatray M Shirgaonkar | 9969018974 | Fedora Fernandes | ITR AY 2020-21 | Sonali Choudhary | Fedora Fernandes | View Details | ITR AY 2020-21 | ||||||
August 12, 2020 | Call Received from Client | Dattatray M Shrigaonkar | 9969018974 | Dattatray M Shirgaonkar | 9969018974 | Fedora Fernandes | 9702121414 | ITR AY 2020-21 Deduction Regarding Query | Sonali Choudhary | Fedora Fernandes | View Details | ITR AY 2020-21 Deduction Regarding Query | |||
August 12, 2020 | Call made to client - but unsuccessful | Dattatray M Shrigaonkar | 9969018974 | Dattatray | 9969018974 | Fedora Fernandes | 9819540930 | call received pertaining to ITR clarification | Fedora Fernandes | Fedora Fernandes | View Details | call received pertaining to ITR clarification | |||
October 14, 2020 | Call Received from Client | Dattatray M Shrigaonkar | 9969018974 | Dattatray Shrigaonkar | 9969018974 | Sonali Choudhary | 022-28090939 | ITR AY 20-21 Query Return Filed but Talk To AVE Sir | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 20-21 Query Return Filed but Talk To AVE Sir | |||
December 9, 2019 | Call Received from Client | Anil Dutta | 9968443209 | Anil kumar dutta | 9968443209 | Sonu Roy | 022-28090939 | Defective in ITR FY 18-19 | Jeeva Mani | Sonu Roy | Resolution Pending | Notice u/s 139(9) is not reflecting on Income Tax site. Kindly forward the mail received by you from the Income tax department with regards to the same. | View Details | Defective in ITR FY 18-19 | |
June 22, 2020 | Call Received from Client | Nikita Dutta | 9968443209 | Pooja Parmani | 9819540930 | Bank Statement | Sonali Choudhary | Pooja Parmani | View Details | Bank Statement | |||||
October 3, 2020 | Call Received from Client | Nikita Dutta | 9968443209 | Nikita Dutta | 9968443209 | Anita Prajapati | 9819540930 | query on gst 3b Talk to Anita | Sonali Choudhary | Anita Prajapati | View Details | query on gst 3b Talk to Anita | |||
November 10, 2020 | Call Received from Client | Nikita Dutta | 9968443209 | Nikita Dutta | 9968443209 | Anita Prajapati | 9702121414 | GST 3B oct invoice | Sonali Choudhary | Anita Prajapati | View Details | GST 3B oct invoice | |||
December 21, 2020 | Call Received from Client | Anil Dutta | 9968443209 | Anil Dutta | 9968443209 | Sonali Choudhary | 9702011179 | Payment issued for ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Payment issued for ITR AY 20-21 | |||
August 14, 2021 | Visitor in Office | Anil Joshi | 9968443209 | Anil Joshi | 9968443209 | Sonali Choudhary | Income tax return preparation ITR AY 21-22 | Sonali Choudhary | Sonali Choudhary | View Details | Income tax return preparation ITR AY 21-22 | ||||
July 3, 2020 | Call made to client - but unsuccessful | Amit Kapoor | 9968296893 | Amit Kapoor | 9968296893 | Sonali Choudhary | 9819540930 | ITR AY 2020-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 | |||
July 8, 2020 | Call made to client - but unsuccessful | Amit Kapoor | 9968296893 | Amit Kapoor | 9968296893 | Sonu Roy | 9819540930 | salary sleep | Sonali Choudhary | Sonu Roy | View Details | salary sleep | |||
July 20, 2020 | Call Received from Client | Amit Kapoor | 9968296893 | Amit Kapoor | 9968296893 | Sonu Roy | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
July 20, 2020 | Call Received from Client | Amit Kapoor | 9968296893 | Amit Kapoor | 9968296893 | Sonu Roy | 022-28090939 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
August 28, 2020 | Call made to client - but unsuccessful | Arnold Fernandes | 9967940725 | Arnold | 9967940725 | Fedora Fernandes | 9819540930 | Form 16 to be provided & payment of ITR fee | Fedora Fernandes | Fedora Fernandes | View Details | Form 16 to be provided & payment of ITR fee | |||
September 3, 2020 | Call made to client - but unsuccessful | Arnold Fernandes | 9967940725 | Arnold Fernandes | 9967940725 | Aysha khan | 9702011179 | E-verification of ITR AY 20-21 | Aysha khan | Aysha khan | View Details | E-verification of ITR AY 20-21 | |||
November 21, 2019 | Call Received from Client | satish bangera | 9967845592 | satish bangera | 9967845594 | Teena Jhinjhoter | 9819540930 | till now refund not received | manoranjitha Soundra | Teena Jhinjhoter | View Details | till now refund not received | |||
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) |