logicwayadvisiors

Trust / NGO Tax Filing

Income Tax Filing for Trusts and NGOs is a mandatory annual compliance under the Income Tax Act for charitable, religious, and non-profit organizations. Timely and accurate filing with the Income Tax Department of India ensures continued tax exemption benefits and regulatory compliance.

Trusts and NGOs must comply with specific provisions such as Sections 12A/12AB and 80G, making professional tax filing essential.

Entroll Now

Trust / NGO Tax Filing

Who Needs to File Trust / NGO ITR?

  • Public & Private Charitable Trusts

  • Religious Trusts

  • Societies

  • Section 8 Companies (NGOs)

  • NGOs registered under 12A / 12AB

  • Organizations claiming exemption under Section 80G

Important: Even if there is no income or activity, filing of ITR is mandatory to retain exemption status.

Benefits of Proper Trust / NGO Tax Filing

  • Mandatory legal compliance

  • Retention of tax-exempt status

  • Avoid penalties and cancellation of registration

  • Proper reporting of donations and expenses

  • Transparency for donors and authorities

  • Smooth audits and assessments

Documents Required

  • PAN card of the Trust / NGO

  • Trust Deed / Registration Certificate

  • 12A / 12AB & 80G approval certificates

  • Financial statements (Receipts & Payments, Income & Expenditure, Balance Sheet)

  • Donation records and donor details

  • Bank statements

  • Audit Report (Form 10B, if applicable)

  • Previous year ITR

Trust / NGO Tax Filing Process

  1. Review financial records and exemption eligibility

  2. Verify compliance with 12A / 12AB and 80G conditions

  3. Compute income as per applicable provisions

  4. Prepare applicable ITR form (ITR-7)

  5. Upload audit report (if applicable)

  6. File return electronically

  7. Complete e-verification and provide acknowledgment

Why Choose Logicway Advisors?

We provide specialized tax compliance services for Trusts and NGOs:

  • Expert handling of exemption-based returns

  • Accurate preparation of ITR-7

  • Timely filing before due dates

  • Assistance with audits, notices, and scrutiny

  • End-to-end NGO compliance support

Protect Your Exempt Status with Proper Filing

Ensure your Trust or NGO remains compliant and tax-exempt. Contact Logicway Advisors today for reliable, accurate, and hassle-free Trust / NGO tax filing services.