Client Overview
| Client | Rahul Dev |
| Email ID | rahul@gmail.com |
| Phone | 9782001982 |
| DOB | 19/11/1999 |
| Address | 123 Andrew Street |
| Postal Code | NT35900 |
| Unit/Apartment No | 1234 |
| Branch | Cochin |
| Lead Source | Website |
Recent
12:12 PM
12:12 PM
04:12 PM
Here are more details about the client reply. This will appear when "View Details" is clicked.
10:12 PM
I hope this message finds you well. I am reaching out to confirm the specific tax year that needs to be filed for your account. This information is crucial to ensure accuracy in the filing process.
Please let me know at your earliest convenience. Feel free to share any additional details or documents if required.
Last Week
12:12 PM
12:12 PM
Basic Details
| Name | Rahul Dev |
| Email ID | rahul@gmail.com |
| Phone | 9782001982 |
| DOB | 19/11/1999 |
| Address | 123 Andrew Street |
| Postal Code | NT35900 |
| Unit/Apartment No | 1234 |
| Tax Year | 2023 |
| Marital Status | Married |
| Living with Spouse | No |
| Dependant Child | No |
Basic Details
| Relevant income | Lyft, Doordash |
| registered for GST | Yes |
Other Income
| Relevant income | Rental Income |
Miscellaneous
| Relevant items | NR4 Slip |
Residential Status
| Residential Status | Work Permit |
| Immigrated in 2023 | Yes |
| Income before coming to Canada in 2023 | 800000 |
| Income before coming to Canada in 2022 | 700000 |
| Income before coming to Canada in 2021 | 1000000 |
Misc. Information
| Belongs to First Nations or Indigenous people? | No |
| Were confined to a person for a period of more than 90 Days? | No |
Foreign Income
| Own Foreign Property More Than $100,000? | No |
| Do you have any Foreign Income to declare with | No |
Property Disposal
| Did you already purchased your first home in Canada? | No |
| In 2023, did you sell any of your property? | No |
| Is that property in your personal residance | No |
Property Disposal
| Did you already purchased your first home in Canada? | No |
| In 2023, did you sell any of your property? | No |
| Is that property in your personal residance | No |
- Due
- In Progress
- Completed
- Overdue
- Review
Tax Filing and Financial Reporting
Assign To: Nithya Mohan
Due On: 10/11/2024
Tax Filing and Financial Reporting
Assign To: Nithya Mohan
Due On: 10/11/2024
No tasks in progress.
No tasks in progress.
No tasks in progress.
No tasks in progress.
| Type | Remote Party | Date | Time | Duration | Recording |
|---|---|---|---|---|---|
| Muhammed Shafeeque | 18/11/2024 | 12:12 PM | 2 Min | ||
| Nithya Mohan | 17/11/2024 | 10:12 AM | 5 Min | ||
| +19814521789 | 17/11/2024 | 08:45 AM | 8 Min | ||
| +19814521789 | 15/11/2024 | 05:30 PM | 8 Min | ||
| Muhammed Shafeeque | 13/11/2024 | 04:12 PM | 30 Min | ||
| ❌ | Nithya Mohan | 10/11/2024 | 11:34 AM | Not Responded | |
| Nithya Mohan | 10/11/2024 | 09:51 AM | 4 Min |
Tax filing year and relevant deadlines - tax year is 2023
Personal Details: Marital status, number of dependents, occupation, and income sources. Client is married, with 2 dependents, and is employed full-time as a software engineer.
Whether the client prefers email, phone, or in-person meetings. Client prefers email for updates and phone calls for urgent issues.
Tax filing year and relevant deadlines - tax year is 2023
Tax filing year and relevant deadlines - tax year is 2023
| Type | From | To | Subject | Date | |
|---|---|---|---|---|---|
| Nithya Mohan | Rahul Dev | Tax Filing Reminder | 20 Nov 2024 | ||
| Edwin Jacob | Rahul Dev | Financial Report | 19 Nov 2024 | ||
| Aarav Krishna | Robin David | Auditing reportings | 20 Nov 2024 | ||
| Suhana Shana | Richard Philip | Financial Reporting Reminder | 20 Nov 2024 | ||
| Kevin Roy | Anzar Rahman | Financial Reporting Reminder | 20 Nov 2024 | ||
| Alex John | Philip Thomas | Financial Reporting Reminder | 20 Nov 2024 |
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NM
Nithya Mohan
Yes, I am Okay
20/11 -
AJ
Alex John
You: Can you tell the tax year
20/11 -
KR
Kevin Roy
You: Please check your Email
20/11 -
EJ
Edwin Jacob
Yes, I am Okay
20/11 -
ZT
Zellina Thomas
Yes, I am Okay
20/11
Yesterday
Hi, I received a notification about a missing document for my filing. Can you tell me what’s required?
11:13Yes, we need a copy of your income statement for the last fiscal year. You can upload it to the portal or email it to us.
11:30Got it! I’ll upload it shortly. Thanks for letting me know.
12:04You’re welcome! Let me know once it’s uploaded so I can proceed.
12:30