Trust & Societies ITR Filing Services

Compliance-driven tax filing for NGOs, Trusts & Societies with a focus on exemptions and transparency.

This is a specialized tax service that involves complex compliance under the Income Tax Act, exemptions under Section 11 & 12, and linkage with registrations like 12A/80G & FCRA.

Why Trust & Society ITR Filing Matters

Unlike businesses, Trusts, Societies, and NGOs operate with the objective of promoting charitable, educational, religious, or social causes. Even though their purpose is non-profit, filing Income Tax Returns is mandatory under the Income Tax Act.

Proper ITR filing ensures:

  • Eligibility for tax exemptions under Sections 11 & 12
  • Smooth donor compliance (mandatory for those availing 80G benefits)
  • Transparency in utilization of donations and grants
  • Audit readiness for government review and foreign contributions
  • Continued recognition as a genuine non-profit organization

At FinnovateAI, we simplify the filing process, ensuring your organization is compliant, audit-proof, and donor-ready.

Our Trust & Societies ITR Filing Services

  • Preparation & Filing of ITR-7 - For trusts, societies, NGOs, and other non-profits
  • Exemption Computation - Claim tax exemptions under Section 11, 12, and related provisions
  • Audit Support (Form 10B/10BB) - Compliance with statutory audit requirements
  • 80G/12A Integration - Filing aligned with donation and exemption status
  • Corpus Fund & Grant Accounting - Ensuring correct disclosures in return
  • FCRA-linked Reporting - Alignment with foreign contribution disclosures (if applicable)
  • Representation in Assessments - End-to-end support in case of scrutiny or queries
  • Advisory for Future Compliance - Ensure smooth renewals of exemptions and registrations

Why Choose FinnovateAI?

  • Specialized Expertise in NGO/Trust Taxation - Experienced in handling complex non-profit structures
  • End-to-End Compliance - From audit to filing, everything under one roof
  • Donor & Grant Transparency - Reporting aligned with donor expectations and statutory needs
  • Secure, Confidential & Tech-Enabled - Digital-first filing with robust data protection
  • Beyond Filing - Advisory Approach - Guidance on planning utilization to retain exemptions

Our Process

  • Data Collection - Donation records, expense details, audit reports, registration certificates
  • Exemption Review - Verify applicability of Section 11, 12, 80G, and FCRA
  • Computation & Draft Filing - Prepare ITR-7 with proper disclosures
  • Audit Integration - Link audit reports (Form 10B/10BB) where required
  • Filing & Post-Filing Support - File return and provide support during assessments or donor verification

Who Needs It?

  • Charitable & Religious Trusts
  • Societies registered under Societies Act, 1860
  • Section 8 Companies (NGOs under Companies Act)
  • Educational Institutions, Hospitals, Research Institutes
  • Foundations & Welfare NGOs
 
     
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