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Trust Annual Compliance

Keep your registered trust compliant to protect its status, tax exemptions and donor confidence.

Overview

Keep your trust compliant and exempt

A registered trust must maintain annual compliance to retain its legal status and its tax exemptions. Staying compliant protects the trust and the interests of its beneficiaries and donors.

Compliance usually includes maintaining books of accounts, getting the accounts audited where required, filing the Income Tax Return along with Form 10B, and renewing 12A and 80G registrations. Public trusts in some states also file with the Charity Commissioner.

Our experts handle the accounting, audit coordination and filings for your trust.

Why It Helps

Key Benefits

💰

Retain Exemptions

Keep your 12A and 80G benefits active.

Legal Standing

Maintain a valid and recognised trust.

🤝

Donor Trust

Clean records build donor confidence.

🏦

Grant Eligibility

Stay eligible for grants and CSR funding.

📋

Transparency

Maintain accurate financial records.

😊

Peace of Mind

We take care of every deadline.

Included

What Is Included

How It Works

Process

1

Consultation

We review your trust and its obligations.

2

Documentation

We collect accounts, donation and registration records.

3

Prepare Filings

We prepare the audit, return and renewals.

4

File Returns

We file with the Income Tax Department and authorities.

FAQ

Frequently Asked Questions

What annual compliance does a trust need?
A trust must maintain accounts, get audited where required, file its Income Tax Return with Form 10B, and renew 12A and 80G.
When is an audit required for a trust?
An audit is generally required where the income exceeds the basic exemption limit, and the report is filed in Form 10B.
Do 12A and 80G need renewal?
Yes. Under the current rules these registrations must be renewed periodically to keep the exemptions valid.
Is Charity Commissioner filing needed?
Public trusts in certain states must also file with the Charity Commissioner, and we guide you based on your state.

Ready to File Your Trust Compliance?

Talk to our experts today. Your first consultation is free.

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