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Durgesh Sharma
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Durgesh sharma
Bookings
ITR for Equity, Intraday and F&O traders
Order ID
CDD2944822
Date
12th Feb, 2024
Pro
Manoj Sharma
Customer
Abhilash Verma
ITR for Salaried Individuals
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Date
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Durgesh Sharma
Manager
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ITR for Equity, Intraday and F&O traders
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Date
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Durgesh Sharma
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Durgesh Sharma
Bookings
Members
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Durgesh sharma
Bookings
ITR for Equity, Intraday and F&O traders
Order ID
CDD2944822
Date
12th Feb, 2024
Pro
Manoj Sharma
Customer
Abhilash Verma
ITR for Salaried Individuals
Order ID
Date
Assigned to
Customer
Members
Durgesh Sharma
Manager
Search using AI
ITR for Equity, Intraday and F&O traders
Order ID
Date
Assigned to
Durgesh Sharma
Customer
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Let’s create a new plan
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Annual Tax Compliance
Plan title
Description
Stay on top of your advance tax obligations with timely calculations, reminders, and filings.
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Analyse Form 16 for c…
Today 11:34 AM
Can you show me a breakup of salary components and TDS as per this Form 16?
Here’s a quick summary of the attached form 16:
Basic + DA: ₹9.6L
HRA: ₹3L (₹2.4L claimed as exemption)
@
#CDD2944822
form_16_sneha.pdf
Sneha Bansal
Ask me anything
Analyse
ITR filing enquiry
Today 11:34 AM
Has the ITR filing window opened for this year?
The new ITR forms have been notified, but the e-filing utility on the income tax portal is not yet live.
@Add context
Also, are there any changes in ITR forms this year?
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Durgesh Sharma
Bookings
Members
Contacts
Plans
Durgesh sharma
Bookings
ITR for Equity, Intraday and F&O traders
Order ID
CDD2944822
Date
12th Feb, 2024
Pro
Manoj Sharma
Customer
Abhilash Verma
ITR for Salaried Individuals
Order ID
Date
Assigned to
Customer
Members
Durgesh Sharma
Manager
Search using AI
ITR for Equity, Intraday and F&O traders
Order ID
Date
Assigned to
Durgesh Sharma
Customer
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Bookings
(24)
Pros
(4)
Contacts
(52)
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(0)
Owner
Aarav Mehta
Partner
Owner
Anjali Verma
Partner
Manager
Durgesh Sharma
Chartered Accountant
Member
Bhavya Desai
Lawyer
Manager
D Naresh
Lawyer
Member
Deepa Mehta
Chartered Accountant
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Analyse
Chat
Durgesh Sharma
Bookings
Members
Contacts
Plans
Durgesh sharma
Bookings
ITR for Equity, Intraday and F&O traders
Order ID
CDD2944822
Date
12th Feb, 2024
Pro
Manoj Sharma
Customer
Abhilash Verma
ITR for Salaried Individuals
Order ID
Date
Assigned to
Customer
Members
Durgesh Sharma
Manager
Search using AI
ITR for Equity, Intraday and F&O traders
Order ID
Date
Assigned to
Durgesh Sharma
Customer
Ask Cue
Bookings
(24)
Pros
(4)
Contacts
(52)
Plans
(0)
Owner
Aarav Mehta
Partner
Owner
Anjali Verma
Partner
Manager
Durgesh Sharma
Chartered Accountant
Member
Bhavya Desai
Lawyer
Manager
D Naresh
Lawyer
Member
Deepa Mehta
Chartered Accountant
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Income Tax/ Tax Filing
Income Tax/ Tax Filing
ITR for Capital Gains from Investments
ITR for Capital Gains from Investments
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Activity
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AIS.pdf
AIS.pdf
90.2 KB
90.2 KB
•
•
Updated on 12/04/2024
Updated on 12/04/2024
You
You
RK
Rahul kumar
Rahul kumar
You
You
AIS.pdf
AIS.pdf
90.2 KB
90.2 KB
•
•
Updated on 12/04/2024
Updated on 12/04/2024
You
You
AR
AR
Rahul Kumar
Rahul Kumar
Customer
Customer
Email address
Email address
Mobile number
Mobile number
Order details
Order details
Order ID
Order ID
Placed on
Placed on
Cue
Cue
Good morning, Meera
Good morning, Meera
How can I help you today?
How can I help you today?
What can Cue do
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Income Tax/ Tax Filing
ITR for Capital Gains from Investments
Join
Activity
Files
Manage files
Upload
All Files
AIS.pdf
90.2 KB
•
Updated on 12/04/2024
You
RK
Rahul kumar
You
AR
Rahul Kumar
Customer
Email address
Mobile number
Order details
Order ID
Placed on
Cue
Good morning, Meera
How can I help you today?
What can Cue do
Summarise a booking for me
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Just add @context
No need to over explain or go digging. Just "@" files, bookings, contacts, members, or plans and Cue pulls up the information.
@
#CDD2944822
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@
#CDD2944822
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Files
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5 more
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#CDD2944822
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@
#CDD2944822
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Gemini 2.5 Flash
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Fast responses for your everyday queries
Fast responses for your everyday queries
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Built for complex cases and deep research
Built for complex cases and deep research
GPT 4.0
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Great for financial analysis and reasoning
Great for financial analysis and reasoning
Claude 3.5 Sonnet
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Claude 3.5 Sonnet
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Best for structured writing and insights
Best for structured writing and insights
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Advisory
Sales
Support
Arjun, Tax Expert
Generating summary...
Overall summary
The customer wanted help choosing the right regime based on their income and de...
Conclusions
Initial comparison shows the new regime may be more beneficial.
Final decision will be made after reviewing AIS/26AS for accuracy
Jay, Sales associate
Reviewing open leads and...
Today 12:04 PM
Do I have any leads that have been open for more than 7 days?
1 lead in ‘New’ status hasn’t been updated in 9 days:
Rahul Kumar needed help filing taxes for salary income and capital gains from mutual funds.
Okay, Which plan should I recommend him?
Based on his query, you can recommend:
Tax Filing for Salaried Individuals
Resolving unavailable slots...
Today 11:00 AM
A customer said they're trying to book a slot for ITR for Salaried Individuals, but all the days show up as unavailable. Can you check why?
It looks like the plan ITR for Salaried Individuals hasn’t been added to any Roster — so no team members are currently assigned to serve it. That’s why customers aren’t seeing any available slots.
You can fix this by adding the plan to an active Roster.
Here’s how:
👉 How to create and manage Rosters
Priya, Customer support agent
Advisory
Sales
Support
Arjun, Tax Expert
Generating summary...
Overall summary
The customer wanted help choosing the right regime based on their income and d...
Conclusions
Initial comparison shows the new regime may be more beneficial.
Final decision will be made after reviewing AIS/26AS for accuracy
Jay, Sales associate
Reviewing open leads and...
Today 12:04 PM
Do I have any leads that have been open for more than 7 days?
1 lead in ‘New’ status hasn’t been updated in 9 days:
Rahul Kumar needed help filing taxes for salary income and capital gains from mutual funds.
Okay, Which plan should I recommend him?
Based on his query, you can recommend:
Tax Filing for Salaried Individuals
Resolving unavailable slots...
Today 11:00 AM
A customer said they're trying to book a slot for ITR for Salaried Individuals, but all the days show up as unavailable. Can you check why?
It looks like the plan ITR for Salaried Individuals hasn’t been added to any Roster — so no team members are currently assigned to serve it. That’s why customers aren’t seeing any available slots.
You can fix this by adding the plan to an active Roster.
Here’s how:
👉 How to create and manage Rosters
Priya, Customer support agent
Advisory
Sales
Support
Arjun, Tax Expert
Generating summary...
Overall summary
The customer wanted help choosing the right regime based on their income and d...
Conclusions
Initial comparison shows the new regime may be more beneficial.
Final decision will be made after reviewing AIS/26AS for accuracy
Jay, Sales associate
Reviewing open leads and...
Today 12:04 PM
Do I have any leads that have been open for more than 7 days?
1 lead in ‘New’ status hasn’t been updated in 9 days:
Rahul Kumar needed help filing taxes for salary income and capital gains from mutual funds.
Okay, Which plan should I recommend him?
Based on his query, you can recommend:
Tax Filing for Salaried Individuals
Resolving unavailable slots...
Today 11:00 AM
A customer said they're trying to book a slot for ITR for Salaried Individuals, but all the days show up as unavailable. Can you check why?
It looks like the plan ITR for Salaried Individuals hasn’t been added to any Roster — so no team members are currently assigned to serve it. That’s why customers aren’t seeing any available slots.
You can fix this by adding the plan to an active Roster.
Here’s how:
👉 How to create and manage Rosters
Priya, Customer support agent
Advisory
Sales
Support
Advisory
Sales