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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
June 24, 2019 | Call Received from Client | Vishal Raval | 9022690353 | Vishal | Arvind V Estibeiro | 9702121414 | GST 3 B May'19 | Teena Jhinjhoter | View Details | GST 3 B May'19 | |||||
December 6, 2021 | Call made to client - but unsuccessful | vishakha mhatre | 9819582322 | Vishakha Mhatre | 9819582322 | Sonali Choudhary | 022-48900450 | For ITR AY 21-22 | Sonali Choudhary | Sonali Choudhary | View Details | For ITR AY 21-22 | |||
July 17, 2019 | Visitor in Office | Vishaka Mahtre | 9819582322 | vishaka mahtre | Arvind V Estibeiro | ITR | Reshma Bhosale | View Details | ITR | ||||||
March 6, 2020 | Call Received from Client | Vishaka Mahtre | 9819582322 | vishaka | 9819582322 | Jeeva Mani | 9819540930 | please check my aadhaar and PAN card is link to IT site | Teena Jhinjhoter | Jeeva Mani | Resolved | Your PAN is linked to Aadhaar Number 633344828023 | View Details | please check my aadhaar and PAN card is link to IT site | |
September 3, 2020 | Call made to client - but unsuccessful | Vipul Meherishi | 9818866013 | Vipul | 9818866013 | Fedora Fernandes | 9819540930 | awaiting your reply on the draft ITR computation mailed on 2nd Sep '20. Kindly do revert at the earliest | Fedora Fernandes | Fedora Fernandes | View Details | awaiting your reply on the draft ITR computation mailed on 2nd Sep '20. Kindly do revert at the earliest | |||
August 1, 2019 | Visitor in Office | Mehul Gandhi | 9323690271 | vinubhai gandhi | Fedora Fernandes | ITR | Reshma Bhosale | View Details | ITR | ||||||
August 1, 2019 | Visitor in Office | Mehul Gandhi | 9323690271 | vinubhai gandhi | Arvind V Estibeiro | ITR | Reshma Bhosale | View Details | ITR | ||||||
June 30, 2020 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Teena Jhinjhoter | 022-28090939 | ITR AY 2020-21 | Sonali Choudhary | Teena Jhinjhoter | View Details | ITR AY 2020-21 | |||
August 1, 2020 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Sonu Roy | 9819540939 | jinel Gandhi ITR AY 20-21 Regarding | Sonali Choudhary | Sonu Roy | View Details | jinel Gandhi ITR AY 20-21 Regarding | |||
August 25, 2020 | Visitor in Office | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Pooja Parmani | ITR AY 2020-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 | ||||
September 17, 2020 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Pooja Parmani | 9702121414 | TDS on Total security For Jinal gandhi | Sonali Choudhary | Pooja Parmani | View Details | TDS on Total security For Jinal gandhi | |||
September 18, 2020 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Pooja Parmani | 9702121414 | TDS on total security of jinel gandhi please update me . | Sonali Choudhary | Pooja Parmani | View Details | TDS on total security of jinel gandhi please update me . | |||
March 6, 2021 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Pooja Parmani | 9702121414 | which time meet to pooja parmani about bank statement sent . | Sonali Choudhary | Pooja Parmani | View Details | which time meet to pooja parmani about bank statement sent . | |||
July 5, 2021 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Pooja Parmani | 9702011179 | Talk to pooja parmani about jinel gandhi | Sonali Choudhary | Pooja Parmani | View Details | Talk to pooja parmani about jinel gandhi | |||
November 8, 2019 | Visitor in Office | Jinel Gandhi | Vinu Bhai Gandhi | 9323690271 | Pooja Parmani | Scrutiny Tax | Teena Jhinjhoter | Pooja Parmani | Resolution Pending | Dear Jinel, We recommend to pay the taxes as per assessment order passed to close this at earliest. Thank you | View Details | Scrutiny Tax | |||
November 11, 2019 | Visitor in Office | Jinel Gandhi | Vinu Bhai Gandhi | 9323690271 | Pooja Parmani | Want Discuss the Scrutiny Tax with AVE | Teena Jhinjhoter | Pooja Parmani | Resolution Pending | Dear Jinel, | View Details | Want Discuss the Scrutiny Tax with AVE | |||
November 18, 2019 | Visitor in Office | vaishakhi Purecha | Vinu Bhai Gandhi | 9323690271 | Sonu Roy | MF Investment 's Account Statement Submit & inform to AVE to Call Vaishaki Regarding MF Redemption on 9820119542 | Teena Jhinjhoter | Sonu Roy | View Details | MF Investment 's Account Statement Submit & inform to AVE to Call Vaishaki Regarding MF Redemption on 9820119542 | |||||
February 24, 2020 | Visitor in Office | vinu bhai gandhi | 9323690271 | Sonu Roy | to submit notice copy &to check Aadhar& pan of JINEL &Mehul gandhi updated o income tan site | manoranjitha Soundra | Sonu Roy | View Details | to submit notice copy &to check Aadhar& pan of JINEL &Mehul gandhi updated o income tan site | ||||||
March 2, 2020 | Visitor in Office | Vinu bhai Gandhi | 9323690271 | Teena Jhinjhoter | Took Receipt copy of Jinal Gandhi and vaishakhi | Rushabh Sheth | Teena Jhinjhoter | View Details | Took Receipt copy of Jinal Gandhi and vaishakhi | ||||||
August 11, 2020 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinu bhai gandhi | 9323690271 | Pooja Parmani | 9819540939 | ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 | |||
November 22, 2019 | Call Received from Client | vinu bhai | 9323090271 | Sonu Roy | 9702011179 | Asking about tax return rate come second time | manoranjitha Soundra | Sonu Roy | View Details | Asking about tax return rate come second time | |||||
December 3, 2019 | Visitor in Office | Harsh Sudan Purecha | vinu bhai | 9323090271 | Sonu Roy | BANK STATEMENT FOR NSDL | manoranjitha Soundra | Sonu Roy | View Details | BANK STATEMENT FOR NSDL | |||||
December 3, 2019 | Visitor in Office | Harsh Sudan Purecha | vinu bhai | 9323090271 | Sonu Roy | BANK STATEMENT FOR NSDL | manoranjitha Soundra | Sonu Roy | View Details | BANK STATEMENT FOR NSDL | |||||
December 3, 2019 | Visitor in Office | Harsh Sudan Purecha | vinu bhai | 9323090271 | Sonu Roy | BANK STATEMENT FOR NSDL | manoranjitha Soundra | Sonu Roy | View Details | BANK STATEMENT FOR NSDL | |||||
December 3, 2019 | Visitor in Office | Harsh Sudan Purecha | vinu bhai | 9323090271 | Sonu Roy | BANK STATEMENT FOR NSDL | manoranjitha Soundra | Sonu Roy | View Details | BANK STATEMENT FOR NSDL | |||||
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) |