Matters Related to Will

CRN*

Ticket ID*

Client Name

Email

Send Email to Client

Send Requirements for Will

Will Type*

Joint Will
Single Will by Male
Single Will by Female

Estimated Fees for Will Preparation (untitled)

State in Which the declarant of the will currently resides

CRN Work Type*

CR Incharge*

's Email*

CRN Cancelled*

Yes
No

Select Reason for cancellation*

Income below exemption - advised not required to file
No reply from client
Fees issue/No Reply to advance fees email
Mistake in calculations - hence client does not want to proceed
Advance not received
CR Given by mistake
Duplicate CR
Other Reason

Reason for cancellation*

IF Duplicate CR then mention ORIGINAL CRN here

Path in Which all data is saved*

Attach Copy of Final Will*

\\Estibeirohpsvr\Winman\Winman_Data\Tax Data\GstData\E-returns

Total Amount Recd*

Amount Received Mode*

Cash
Other than Cash

Paper Cash vch No.*

Cash Receipt Vch No {:80} SIGNED BY AVE?*

Yes
No

Reason for Cash Vch Not signed*

Amount Received includes paid on behalf of others?*

Yes
No
Yes - advance received

Details of other client amount*

CRN	Client Name	Other Client amount

Tally Rcpt Vch No.*

If Recevied twice - then write both voucher numbers

Bill amount*

Any other Charges to be recovered from Client?*

No other Charge
Cheque Bounce Charges
Other

Total of Other Charges*

Other Charges Vch No.*

Total Bill*

Tally Sales Voucher Number*

Payment status*

Total Paid Amount*

Discount, if any

Difference

Balance Due

Untitled Date

Client ko Tally Receipt kabhi bheja?-wo date select karo

Tally Ledger - ALt +B Status*

All Clear
Credit Balance
Debit Balance

Amount of *

Send Another amount to client

Yes
No

Amount to be requested from Client*

Close Ticket*

Close
Do not close

Tally Owner*

Estibeiro And Associates
Olivia Estibeiro
Taxsense Solutions
Preeti Estibeiro

Tally Sales Vch no*

Reverse Sales Journal Vch No, (for cancelled CRN)*

Note if any

Drafting of Will

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