Service Details

Trust Annual Compliance Services 👇

🕉️ Trust Annual Compliance Services

Stay Legally Compliant | Maintain Transparency | Build Donor Confidence

📘 Overview

Every Registered Trust in India—whether charitable or religious—must adhere to annual compliance requirements as per the Income Tax Act, 1961, and respective State Trust Acts.

Regular compliance ensures transparency, maintains legal standing, and keeps eligibility for tax exemptions under Sections 12A and 80G.

⚙️ Our Trust Annual Compliance Services Include

1️⃣ Preparation of Annual Financial Statements

Income & Expenditure Account
Receipts & Payments Account
Balance Sheet preparation

2️⃣ Audit of Accounts (if applicable)

Statutory audit under Section 12A(b)
Audit report filing in Form 10B

3️⃣ Filing of Annual Income Tax Return

Filing under ITR-7
Ensuring compliance with charitable objectives

4️⃣ 12A & 80G Renewal Support

Assistance in renewal or modification of approval

5️⃣ Activity Report Preparation

Drafting annual report highlighting trust activities

6️⃣ FCRA & Darpan (if applicable)

Annual return filing under FCRA
NGO Darpan updation and validation

7️⃣ Maintenance of Statutory Registers

Minutes Book, Members Register, Donations Register

8️⃣ Advisory and Legal Assistance

Guidance on fund utilization
Ensuring compliance with donor and grant conditions

📄 Documents Required

✔️ Trust Deed
✔️ PAN of Trust
✔️ Registration Certificate
✔️ Previous Year’s Financial Statements
✔️ Donation Receipts and Vouchers
✔️ Bank Statements

📅 Key Due Dates

ITR-7 Filing: 31st July (Non-Audited) / 31st October (Audited)
Audit Report (Form 10B): 30th September
FCRA Annual Return (Form FC-4): 31st December

⚠️ Consequences of Non-Compliance

🚫 Loss of 12A/80G benefits
🚫 Penalty or cancellation of registration
🚫 Ineligibility for government grants or CSR funding

💡 Why Choose Us?

✅ Expert CA support for NGO & Trust compliances
✅ 100% Online Filing & Documentation
✅ Timely reminders & status updates
✅ Transparent pricing with no hidden charges