Refund for Customer
| Assigned To |
Meera Mukunth |
| Status |
In Progress
|
| Created By |
Mariya George |
| Client Name | Rahul Dev |
| Due At | 11/11/2024 |
| Time Remaining | 1 Day |
| POC |
|
Task Description
A customer has requested a refund for a purchase made on October 10, 2024. The stated reasons for the refund request include potential issues such as product defect, dissatisfaction with the service, or incorrect billing.
Task Progress
Mariya George
05/11/2024 at 11:30 AM
Task Created
Meera Mukunth
09/11/2024 at 10:00 AM
Task Started
Meera Mukunth
10/11/2024 at 07:00 PM
50% Task Completed
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.
| Type | From | To | Subject | Date | |
|---|---|---|---|---|---|
| ↗ | Nithya Mohan | Alex John | Tax Filing Deadline | 20 Nov 2024 | |
| ↘ | Kevin Roy | Edwin Jacob | Financial Reporting | 20 Nov 2024 | |
| ↗ | Anjali Krishna | Anzar Rahman | Auditing | 20 Nov 2024 |
Client Information
| Name | Rahul Dev |
| Contact | 9800165111 |
| rahul@gmail.com | |
| Location | Ontario, Canada |
Employee Information
| Name | Meera Mukunth |
| Employee ID | K123TK |
| Designation | Junior Analyst |
| Contact | 7888120561 |
| meera@gmail.com |
Task Information
| Ref Number | 6G7YTK |
| Created By | Mariya George |
| Assign To | Nithya Mohan |
| Created On | 05/11/2024 |
| Due At | 11/11/2024 |
