Trust/Society ITR.
We prepare and file ITR-7 for charitable and religious trusts, societies and section 8 companies registered for income-tax exemption, with the audit report in Form 10B or 10BB. Exemption depends on applying income to the objects within the rules, so we review registration and donation approval, application of funds, accumulation and donor reporting before the return is filed.
Typically 7–12 working days after audited accounts are ready; donor records, foreign contributions and accumulation claims drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Trusts and societies registered under section 12AB of the 1961 Act (section 332 of the 2025 Act)
- Section 8 companies with income-tax exemption
- Organisations approved to issue donation receipts that donors can claim as a deduction
- Educational, medical and research institutions filing under the exemption provisions
What you receive at the end.
- 01Review note on registration status and renewal dates
- 02Computation of income and its application
- 03Audit report in Form 10B or 10BB, coordinated with the auditor
- 04Filed ITR-7 with acknowledgement
- 05Statement of donations and donor certificates, where applicable
Trust/Society ITR, step by step.
Typically 7–12 working days after audited accounts are ready; donor records, foreign contributions and accumulation claims drive the time.
- 1
Registration check
We confirm that the registration and donation approval are valid for the year and note renewal dates, since both are time-bound.
- 2
Accounts and application
We review the accounts to confirm that income has been applied to the objects in the required proportion, and identify corpus donations and any accumulation.
- 3
Audit report
We coordinate the audit report in Form 10B or 10BB, which is filed on the e-filing portal before the return, along with any accumulation statement.
- 4
Donation reporting
Where the organisation holds donation approval, we prepare the annual statement of donations in Form 10BD and the donor certificates in Form 10BE.
- 5
File the return
We file ITR-7, verified by the authorised trustee or principal officer, and follow it through processing.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Trust deed, memorandum or bye-laws, and registration and approval certificates
- Audited accounts, including the income and expenditure account
- Donor-wise records, including corpus and any foreign contributions
- Details of application of income and any accumulation
- Investment details, to confirm they are in permitted modes
- TDS certificates and bank statements
- PAN of the organisation and its trustees
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Trust/Society ITR.
Ready to discuss Trust/Society ITR?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.