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How many contacts signed up in April?
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Your workspace had 52 new contacts sign up in April. Here's the breakdown:
31 contacts came in through the Quicko Pro marketplace, after discovering your advisory profile or service listings
21 contacts signed up directly via your storefront and shared links.
Out of these, 34 contacts made at least one purchase.
This tool uses AI to generate responses, so some information may be inaccurate.
Search
Generate
Analyse
Chat
AR
CC
How many contacts signed up in April?
Cue overview
Open in
Cue
Your workspace had 52 new contacts sign up in April. Here's the breakdown:
31 contacts came in through the Quicko Pro marketplace, after discovering your advisory profile or service listings
21 contacts signed up directly via your storefront and shared links.
Out of these, 34 contacts made at least one purchase.
This tool uses AI to generate responses, so some information may be inaccurate.
Search
Generate
Analyse
Chat
AR
CC
How many contacts signed up in April?
Cue overview
Open in
Cue
Your workspace had 52 new contacts sign up in April. Here's the breakdown:
31 contacts came in through the Quicko Pro marketplace, after discovering your advisory profile or service listings
21 contacts signed up directly via your storefront and shared links.
Out of these, 34 contacts made at least one purchase.
This tool uses AI to generate responses, so some information may be inaccurate.
Search
AR
CC
How many contacts signed up in April?
Cue overview
Open in
Cue
Your workspace had 52 new contacts sign up in April. Here's the breakdown:
31 contacts came in through the Quicko Pro marketplace, after discovering your advisory profile or service listings
21 contacts signed up directly via your storefront and shared links.
Out of these, 34 contacts made at least one purchase.
This tool uses AI to generate responses, so some information may be inaccurate.
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Annual Tax Compliance
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Stay on top of your advance tax obligations with timely calculations, reminders, and filings.
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Today 03:00 PM
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)
Special Allowances: ₹3.6L
Total Salary (Gross): ₹16.2L
Standard Deduction: ₹50,000
TDS by Employer: ₹1.75L (matches Form 26AS)
All components align with standard reporting and no discrepancies noted within Form 16. Would you like me to check if the HRA exemption claimed matches rent receipts.
@
#CDD2944822
form_16_sneha.pdf
Sneha Bansal
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Income Tax
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Income Tax
ITR filing window f…
Today 11:34 AM
Has the ITR filing window opened for FY 2025-26?
The new ITR forms have been notified, but the e-filing utility on the income tax portal is not yet live.
Got it. Is there any change in ITR forms this year?
Yes, there are a few updates—especially around reporting foreign assets, exempt incomes, and crypto-related disclosures.
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AIS.pdf
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Updated on 12/04/2024
Updated on 12/04/2024
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Rahul kumar
Rahul kumar
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AIS.pdf
AIS.pdf
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Updated on 12/04/2024
Updated on 12/04/2024
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Rahul Kumar
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Advisory
Sales
Support
Arjun, Tax Expert
Meeting summary
The meeting's primary goal was to decide between the old and new regimes for the customer.
Arjun reviewed Form 16, explained the pros and cons of both, and recommended sharing AIS/26AS to confirm income and TDS details before finalizing.
Conclusions
Initial comparison shows the new regime may be more beneficial.
Final decision will be made after reviewing AIS/26AS for accuracy
Advisor has requested the customer to share AIS/26AS promptly
Jaya, 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
Meeting summary
The meeting's primary goal was to decide between the old and new regimes for the customer.
Arjun reviewed Form 16, explained the pros and cons of both, and recommended sharing AIS/26AS to confirm income and TDS details before finalizing.
Conclusions
Initial comparison shows the new regime may be more beneficial.
Final decision will be made after reviewing AIS/26AS for accuracy
Advisor has requested the customer to share AIS/26AS promptly
Jaya, 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
Meeting summary
The meeting's primary goal was to decide between the old and new regimes for the customer.
Arjun reviewed Form 16, explained the pros and cons of both, and recommended sharing AIS/26AS to confirm income and TDS details before finalizing.
Conclusions
Initial comparison shows the new regime may be more beneficial.
Final decision will be made after reviewing AIS/26AS for accuracy
Advisor has requested the customer to share AIS/26AS promptly
Jaya, 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