Tushar Borse And Co. — Tax Consultant

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Tushar Borse And Co.

Tax Consultant

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Tushar Borse And Co.
Tushar Borse And Co. Tax Consultant
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Tushar_Borse Administrator
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Client Management

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Client Name Email PAN No. Phone Total Invoices Total Invoice Amount (₹) Financial Year Status Assigned To Actions

Task Management

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Pending Tasks

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In Progress

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Completed

Task Title Client Assigned To Priority Status Due Date Actions

Invoice Management

Invoice No. Client Name Subtotal (₹) Discount (₹) Grand Total (₹) Date Payment Approval WhatsApp Actions

Reports & Analytics

Total Invoice Amount INR 0.00
Total Paid Amount INR 0.00
Total Pending Amount INR 0.00
Total GST INR 0.00
Total Invoices 0
Total Clients 0

Staff Remarks

Remarks are attached to clients; invoice numbers list that client's active invoices in the selected financial year.

Client Name Related Invoice(s) Staff Member Remark Date Remark Time Category Remark
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Client Referral Report

Referral records are based only on the referrer confirmed during client registration.

Total Referring Clients 0
Total Referred Clients 0
Most Referrals by Client —

Financial Year-wise Referrals
Financial YearTotal Referrals
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Original Client (Referrer) Referred Client Total Referrals by Client Referral Date Financial Year
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Monthly Summary

Status Distribution

Client Remarks

Client Name PAN Number Staff Name Related Invoice(s) Category Remark Last Updated Remark Date Remark Time Actions
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My Private Notes

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Staff Management

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Client Details

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Client Notes

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Examples:
  • ITR return pending because Form 16 has not been received.
  • Aadhaar card copy is pending.
  • Bank statement for FY 2025-26 is required.
  • Client has not provided the required investment details.
  • Additional documents are required before filing the ITR.

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Invoice Details

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Final Invoice Review

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