Client Call/Visit Log Report

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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)
March 22, 2024Call made to client - but unsuccessfulNAMRATA DSOUZA9833558985NAMRATA DSOUZA9833558985Sonu Roy022-48900450

We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS'

Sonu RoySonu Roy

We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS'
March 22, 2024Call made to client - but unsuccessfulABHIJEET DSOUZA9930066264ABHIJEET DSOUZA9930066264Sonu Roy022-48900450

We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS'

Sonu RoySonu Roy

We have requested the mutual fund statement from the AMC. You will receive an email containing the mutual fund statement, where the PDF open password is your PAN number in 'CAPS'
March 26, 2024Call made to client - but unsuccessfulHAKIMI BLDG NO 1 CO-OPERATIVE HOUSING SOCIETY LIMITED9869066512hakimi bldg9869066512Krishna Gangwani022-48900450

income tax returns shows salaries paid during the year. we need data month wise, from April 23 to Feb 24 list of employees and salary paid to them.
Data we need for calculation of filling of Professional Tax ( PTRC), March 31st being the last date.

Krishna GangwaniKrishna Gangwani

income tax returns shows salaries paid during the year. we need data month wise, from April 23 to Feb 24 list of employees and salary paid to them.
Data we need for calculation of filling of Professional Tax ( PTRC), March 31st being the last date.
March 26, 2024Call made to client - but unsuccessfulSRI ANNAPURNA TRADERS9834929469sri annapurna9834929469Krishna Gangwani022-48900450

we need data month wise, from April 23 to Feb 24 list of employees and salary paid to them.
Data we need for calculation of filling of Professional Tax ( PTRC), March 31st being the last date

Krishna GangwaniKrishna Gangwani

we need data month wise, from April 23 to Feb 24 list of employees and salary paid to them.
Data we need for calculation of filling of Professional Tax ( PTRC), March 31st being the last date
March 30, 2024Call made to client - but unsuccessfulBRIGHTPOINT INFOTECH PRIVATE LIMITED9819180552Harsha Chandiramani9819180552Asmita Ghadi022-48900450

I called you at 12:33 PM to talk about the PTRC payment.

Asmita GhadiAsmita Ghadi

I called you at 12:33 PM to talk about the PTRC payment.
April 6, 2024Call made to client - but unsuccessfulPUSHKAR SUHAS JOG9822659277PUSHKAR SUHAS JOG9822659277Sonu Roy022-48900450

I called you at 10:45 AM and 12:29 PM, but received no answer. Moreover, we need to meet with the officer on Monday. Please let me know

Sonu RoySonu Roy

I called you at 10:45 AM and 12:29 PM, but received no answer. Moreover, we need to meet with the officer on Monday. Please let me know
April 15, 2024Call made to client - but unsuccessfulMAHADEO GNANASAGAR NAIG09148908095MAHADEO GNANASAGAR NAIG0914890809Sonu Roy022-48900450

To check for TDS defaults, we will need the user ID and password for the TDS site. Therefore, please share the TDS site’s user ID and password with us so that we can perform the necessary checks

Sonu RoySonu Roy

To check for TDS defaults, we will need the user ID and password for the TDS site. Therefore, please share the TDS site’s user ID and password with us so that we can perform the necessary checks
April 30, 2024Call made to client - but unsuccessfulBharat Kavade9987694674bharat kavade9987694674Krishna Gangwani022-48900450

for payment of fee, day being last day of the month, we yet have to file GST 3B for march, unless challan is paid off we cant move ahead for filling.
in earlier mail i had mentioned steps to pay challan

Krishna GangwaniKrishna Gangwani

for payment of fee, day being last day of the month, we yet have to file GST 3B for march, unless challan is paid off we cant move ahead for filling.
in earlier mail i had mentioned steps to pay challan
May 13, 2024Call made to client - but unsuccessfulMANJU JAGMOHAN PANT9867580025Sumit Pant9867580025Sonu Roy022-48900450

The advance payment for linking the Aadhaar with the PAN. Additionally, your mom's name on the Aadhaar card is Manju Pant, while on the PAN card, it is Manju Jagmohan Pant, which does not match. We will to link the PAN with Aadhaar. If the linking fails, you will need to change the name on the Aadhaar card to match that on the PAN card

Sonu RoySonu Roy

The advance payment for linking the Aadhaar with the PAN. Additionally, your mom's name on the Aadhaar card is Manju Pant, while on the PAN card, it is Manju Jagmohan Pant, which does not match. We will to link the PAN with Aadhaar. If the linking fails, you will need to change the name on the Aadhaar card to match that on the PAN card
May 13, 2024Call made to client - but unsuccessfulRam Devram Pawar8169895588Bhushan8169895588Anupama Hattangadi022-48900450

itr

Anupama HattangadiAnupama Hattangadi

itr
May 13, 2024Call made to client - but unsuccessfulAMAZON WATREAT8928957583amazon watreat8928957583Anupama Hattangadi022-48900450

Called for filing 26Q return. Challan for Rs 100 is sent. Please pay and share the receipt, since we have to upload and date is nearing i.e. 15th May. 2024

Anupama HattangadiAnupama Hattangadi

Called for filing 26Q return. Challan for Rs 100 is sent. Please pay and share the receipt, since we have to upload and date is nearing i.e. 15th May. 2024
May 14, 2024Call made to client - but unsuccessfulRam Devram Pawar8169895588ram Pawar8169895588Anupama Hattangadi022-48900450

Called twice to reset the password on IT site which is required to proceed to ITR filing. If not password is reset IT returns cannot be filed

Anupama HattangadiAnupama Hattangadi

Called twice to reset the password on IT site which is required to proceed to ITR filing. If not password is reset IT returns cannot be filed
 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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