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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)
December 31, 2021Call made to client - but unsuccessfulShilpa shetty9768138008Shilpa shetty9768138008Prathamesh Tervankar022-48900450

ITR AY 21-22

Prathamesh TervankarPrathamesh Tervankar

ITR AY 21-22
January 12, 2022Visitor in OfficeAVO WELLNESS PRIVATE LIMITED9833952955Sagar Bhambid8237578413Anita Prajapati

For DSC

Prathamesh TervankarAnita Prajapati

For DSC
January 29, 2022Call made to client - but unsuccessfulMahima Attawar9920907671Pravin Attawar9820459420Sonali Choudhary022-48900450

Refund status

Prathamesh TervankarSonali Choudhary

Refund status
February 15, 2022Call made to client - but unsuccessfulArun Nayalkar8879502033Arun Nayalkar8879502033Sonali Choudhary022-48900450

Outstanding Demand AY 16-17

Prathamesh TervankarSonali Choudhary

Outstanding Demand AY 16-17
March 11, 2022Visitor in OfficeSakharam Londhe9869392554Pooja Parmani

Consultancy

Prathamesh TervankarPooja Parmani

Consultancy
June 17, 2022Call made to client - but unsuccessfulJayanti pathare9820591090Jayanti Pathare9820591090Sonu Roy022-48900450

Advance Payment for Income Tax return 2022-23

Prathamesh TervankarSonu Roy

Advance Payment for Income Tax return 2022-23
January 25, 2021Call Received from ClientJohn Rodrigues9773180870Pooja Parmani9702011179

Submissions of Charitable trust Account

Prathamesh TervankarPooja Parmani

Submissions of Charitable trust Account
February 1, 2021Call Received from ClientOrganic india7080800338Nihit Shrivastav7080800338Sonu Roy9702011179

Required document for PT notice FY 17-18 sent on 27-01-2021

Prathamesh TervankarSonu Roy

Required document for PT notice FY 17-18 sent on 27-01-2021
February 4, 2021Visitor in OfficeRajendra Churi9869066512Rajendra Churi9869066512Pooja Parmani

Audit FY 19-20 for Hakimi

Prathamesh TervankarPooja Parmani

Audit FY 19-20 for Hakimi
February 8, 2021Call Received from ClientNirav Ramaiya9029088995Nirav Ramaiya9029088995Pooja Parmani9819540930

Audit Report FY 19-20

Prathamesh TervankarPooja Parmani

Audit Report FY 19-20
February 10, 2021Call Received from ClientHonda India Power Products Ltd9769755142Nilesh patel9869419191Sonu Roy9819540930

VAT Ledger confirmation

Prathamesh TervankarSonu Roy

VAT Ledger confirmation
February 12, 2021Call Received from ClientVinit Gupta9821010765vinit Gupta9821010765Pooja Parmani9819540930

consultancy

Prathamesh TervankarPooja Parmani

consultancy
February 17, 2021Call Received from ClientLorna Pareria8779617619bandra john paul8779617619Pooja Parmani9819540930

Audit report FY 19-20

Prathamesh TervankarPooja Parmani

Audit report FY 19-20
February 25, 2021Call Received from ClientRajendra Churi9869066512Rajendra churi9869066512Pooja Parmani9702011179

GST-3B for JAN 21

Prathamesh TervankarPooja Parmani

GST-3B for JAN 21
March 1, 2021Call Received from ClientPriyanka Vengurlekar8879104044priyanka Vengurlekar8879104044Sonu Roy022-28090939

Gumasta Deceleration

Prathamesh TervankarSonu Roy

Gumasta Deceleration
March 3, 2021Visitor in OfficeMahesh Shetty9323231873Mahesh Shetty9323231873Pooja Parmani

Tax Consultancy

Prathamesh TervankarPooja Parmani

Tax Consultancy
March 8, 2021Call Received from ClientIshwar Chand9445408570Ishwar chand9445408570Sonali Choudhary022-28090939

Please provide last 3 years ITR copy

Prathamesh TervankarSonali Choudhary

Please provide last 3 years ITR copy
March 11, 2021Call Received from Clientkavita pantula9819008673Kavita Pantula9819008673Pooja Parmani9702011179

Document sent on WhatsApp for Income tax Notice AY 14-15 please check and confirm if any required

Prathamesh TervankarPooja Parmani

Document sent on WhatsApp for Income tax Notice AY 14-15 please check and confirm if any required
March 13, 2021Call Received from ClientNirav Ramaiya9029088995Nirav Ramaiya9029088995Pooja Parmani9819540930

Audit FY 19-20

Prathamesh TervankarPooja Parmani

Audit FY 19-20
March 18, 2021Visitor in OfficeNishith Goradia9320060070Nishith Goradia9320060070Sonali Choudhary

LUT Application

Prathamesh TervankarSonali Choudhary

LUT Application
March 23, 2021Call Received from ClientDISHIT SHETTY9323231873kuber chemist and super mart9323231873Pooja Parmani9702011179

PT Registration

Prathamesh TervankarPooja Parmani

PT Registration
March 25, 2021Call Received from ClientSurinder Khurana7506047435Sonali Choudhary9819540930

Check refund status

Prathamesh TervankarSonali Choudhary

Check refund status
March 27, 2021Visitor in OfficeAnnie jacob9769492959Pooja Parmani

Consultancy about income tax return

Prathamesh TervankarPooja Parmani

Consultancy about income tax return
April 1, 2021Call Received from ClientRohit Singh7219048642Anita Prajapati9819540930

Revised ITR FY 19-20

Prathamesh TervankarAnita Prajapati

Revised ITR FY 19-20
April 5, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

Mutual Fund Investment

Prathamesh TervankarSonu Roy

Mutual Fund Investment
 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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