Get your trust annual filing starting at just INR 1999/- only.
Ebizfiling supports trusts with complete yearly compliance, audits, and accurate ITR filing
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Annual filing for trust means submitting yearly financial statements, audit reports, and income tax returns to the authorities. Every charitable or religious trust registered under the Income Tax Act must complete annual reporting to maintain 12A and 80G benefits. Timely filing ensures transparency, compliance, and continuity of tax exemptions. The main purpose of forming a trust is to ensure an effortless transfer of the property of the owner of the trust in the name of the beneficiaries (trustees) as per the provisions mentioned in the trust deed. All the registered trusts in India are governed by the Indian Trust Act 1882. The registered trusts in India, hence, shall have to adhere to the legal provisions of the said Act.
Annual filing applies to all charitable trusts, religious trusts, NGOs, and institutions registered under Sections 12A or 80G. It also applies to trusts receiving donations, CSR contributions, or grants. Even trusts with no activity or limited income must file returns.
Public Trust: A Public Trust is an organization created to benefit the public in general or different classes of people and is not restricted to a selected group of people. A trust created with a charitable or religious purpose shall be called a Public Charitable Trust.
Private Trust: A Private Trust is an organization which is created for the advantage of a specific person or a specific class of people.
Once a Private Trust is formed, it requires to comply with the provisions of multiple laws as mentioned below:
Indian Trust Act 1882
The Income Tax Act. 1961
Bombay Public Trust Act, 1950
Apart from this, the Private Trusts need to comply with the various provisions laid down by the State Legislation as well.
Ebizfiling helps trusts complete their annual filing on time with accurate documentation and expert CA and CS support. Our team reviews every record carefully and ensures your ITR, Form 10B filing, Form 10BB filing, and audit details are submitted correctly. We also assist with 80G and 12A registration updates when needed, so your exemption status stays active and compliant.
We manage donor records, check financial entries, and coordinate with auditors to keep your trust ready for reporting. You also get yearly reminders, fast updates, and end-to-end support. With Ebizfiling, trusts avoid penalties, maintain transparency, and stay compliant for smooth operations. For new entities, we even support Trust Registration and related compliance services to help you operate confidently. You may get in touch with our compliance manager on 09643203209or email at info@ebizfiling.com for free consultation and to know more about the services provided by us.
(All Inclusive)
Trusts crossing the income limit under the Income Tax Act must get their accounts audited and file the audit report with the department on time.
Every trust is a separate taxable entity and must file its own ITR-7 each year after completing the audit and preparing accurate financial records.
If the trust deducts TDS on salaries or payments, it must issue TDS certificates within one month of year-end to the concerned recipients.
If a trust earns income above the notified limit, it must publish its accounts in a newspaper to maintain public transparency and compliance.
Charitable trusts must file GST returns if they supply taxable goods or services. Exemption applies only for activities specifically notified.
Charitable or religious trusts must file Form 10A to claim exemption under Section 12AB and Section 80G and keep their tax benefits active.
Timely filings help your trust keep its 12A and 80G approval active, ensuring donors continue to receive tax benefits without interruption.
Clear annual reporting builds confidence among donors and supporters, helping your organization attract more contributions and long term support.
Correct and timely filing protects your trust from late fees, notices, and compliance actions from the Income Tax Department every financial year.
Proper record preparation ensures your Form 10B or 10BB audit runs smoothly, reducing errors and preventing issues during yearly scrutiny.
Annual filing helps maintain clean books, accurate donation data, and proper fund utilization, improving financial discipline across the trust.
Filing all yearly reports keeps your trust legally safe, transparent, and eligible for continued government benefits and registrations.
Complete Simple Checklist
Submit Documents
Preparing of Annual Forms
Filing of Annual Return Forms
You receive acknowledgement
We verify your trust deed, bank statements, donation records, books of accounts, and previous filings to ensure accuracy.
We check if your trust needs Form 10B or Form 10BB and prepare all audit data for smooth coordination with your auditor.
Our team prepares and files the trust’s income tax return based on verified financial statements and audit details.
We organize donor data, verify entries, and ensure records match audit reports to avoid scrutiny.
If your trust deducts TDS or falls under GST, we prepare certificates and assist with required filings.
You receive deadline reminders, filing updates, and support from a dedicated compliance manager.
We help maintain or update your registrations so your trust continues to enjoy tax exemption benefits.
Annual filing for a trust means submitting its audited accounts, income tax return, and required statutory reports to the Income Tax Department every year. It ensures compliance, transparency, and continued tax exemption.
Most charitable or religious trusts file ITR-7. This form is meant for entities claiming exemption under Sections 11, 12A, 12AB, 80G, and other related provisions.
Audit is required if the trust’s income exceeds the basic exemption limit before giving effect to Section 11 and 12 benefits. When audit is required, the trust must file Form 10B or 10BB.
Form 10B is the audit report for trusts claiming income tax exemption. It must be prepared and signed by a qualified CA and uploaded before filing ITR-7.
Form 10BB is a simplified audit report used by smaller trusts or those meeting specific criteria. It applies where audit requirements are less complex.
Late filing may lead to loss of exemption, penalties, interest, and scrutiny from the Income Tax Department. In serious cases, 12A or 80G status may also be questioned.
Yes. Even if there is no activity or income, the trust must file a nil return to remain active, compliant, and eligible for future exemptions.
Yes. Trusts must maintain proper donor records including name, PAN, address, donation amount, and purpose. This helps during audit and avoids mismatches.
If a trust provides taxable services or sells goods, GST registration and GST return filing may apply. Only activities explicitly exempted by the government are free from GST.
If a trust deducts TDS on salaries or payments, it must issue TDS certificates within one month of year-end. These must match the entries filed in TDS returns.
Some trusts generating income beyond the notified limit must publish their accounts in a local newspaper to maintain transparency and public trust.
A trust must maintain books of accounts, donation receipts, vouchers, bank statements, ledgers, expense proofs, utilisation records, and past audit reports.
Yes. Trusts must comply with the renewal or revalidation process introduced under Section 12AB. Timely filings keep exemptions active.
Yes. A trust can revise its return only if the original filing was done on time. Revised filings help correct mistakes or update audit details.
The due date depends on whether audit is required. Non-audited trusts: 31 July. Audited trusts: 31 October. Dates may change if the government extends deadlines.
If the trust receives foreign funds, it must comply with FCRA filing, maintain separate bank accounts, and submit annual returns in Form FC-4.
Trusts must keep donation receipts, PAN of donors, payment mode, and purpose of donation. Donor entries must match audit and ITR reports to avoid issues.
No. Form 10A and 10AB are for registration and revalidation. However, trusts must still file annual returns and audit reports every year without fail.
Yes. Repeated non-filing, misuse of funds, violation of trust objectives, or incorrect reporting can lead to cancellation of 12A or 80G benefits.
Ebizfiling handles document review, donor data verification, audit coordination, preparation of Form 10B or 10BB, ITR-7 filing, and compliance reminders. We ensure your trust stays legally compliant and continues to enjoy tax exemption.
Get your trust annual filing starting at just INR 1999/- only.
Ebizfiling supports trusts with complete yearly compliance, audits, and accurate ITR filing
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