Charitable Trusts, NGOs, and Societies operate with a mission to serve the community — but they must also comply with Income Tax regulations. Proper filing ensures continued tax exemptions and smooth functioning.

At Ar Rahman Accounting Service, we provide expert Income Tax Filing and Compliance services for Trusts and Societies, ensuring accurate reporting and full legal compliance.

Legal Framework for Trust & Society Taxation

Income tax compliance for trusts and societies is governed under the Income Tax Act, particularly:

• Section 11 & 12 – Income exemption provisions

• Section 12A / 12AB – Registration requirements

• Section 80G – Donation tax benefits

• Section 13 – Conditions for exemption

Proper compliance is essential to retain tax-exempt status.

Who Needs to File ITR?

Trusts and Societies must file Income Tax Return if:

• They are registered under Section 12A / 12AB

• Their income exceeds the basic exemption limit

• They receive donations (including corpus donations)

• They wish to claim tax exemptions

• They are required to undergo audit

Even if income is fully exempt, filing ITR is generally mandatory.

Applicable ITR Form

✔ ITR-7 – Applicable for Trusts, Societies, NGOs, and charitable institutions

Our experts ensure correct form selection and accurate filing.

Our Services for Trusts & Societies Include

✔ Income computation as per exemption rules
✔ Audit coordination (if applicable)
✔ Preparation of financial statements
✔ Filing of ITR-7
✔ 12A / 12AB compliance support
✔ 80G compliance guidance
✔ Advisory on application of income rules (85% rule)
✔ Notice handling and representation

We ensure your institution remains compliant and continues to enjoy tax benefits.

Documents Required

• PAN Card of Trust/Society

• Registration certificate (Trust Deed / Society Registration)

• 12A / 12AB certificate

• 80G certificate (if applicable)

• Financial statements (Income & Expenditure, Balance Sheet)

• Donation details

• Bank statements

• Audit report (if required)

Our team provides a detailed checklist based on your registration type.

Importance of Proper Income Tax Filing

• Maintain tax-exempt status

• Avoid penalties and cancellation of registration

• Ensure donor confidence

• Maintain legal transparency

• Smooth grant and funding approvals

Non-compliance may result in loss of exemption benefits.

Why Choose Ar Rahman Accounting Service?

Specialized Knowledge in Trust Taxation
Accurate Exemption Calculations
Timely ITR Filing & Audit Support
Transparent & Affordable Services
Complete Compliance Assistance

We help trusts and societies focus on their social mission while we manage their tax compliance.

Stay Compliant & Continue Serving Society

Ensure your Trust or Society fulfills all Income Tax requirements without stress.

📞 Contact Ar Rahman Accounting Service today for reliable Income Tax Filing for Trusts & Societies.