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Trusts

Expert CA-assisted ITR-7 filing for Charitable Trusts, Religious Trusts, and NGOs, ensuring strict compliance with Section 11/12 exemptions and accumulation rules.

Target Audience & Scope

Intended For:

Charitable Trusts, Religious Trusts, NGOs, Section 8 Companies, Educational Institutions, Medical Institutions

Common Tax Challenges We Resolve:
  • •Navigating the complex 85% application of income rule to successfully claim tax exemptions under Section 11
  • •Filing Form 10 or Form 9A correctly to accumulate unspent income without losing tax-exempt status
  • •Treatment and reporting of anonymous donations (Section 115BBC) versus specific corpus donations
  • •Ensuring timely compliance with the new audit report requirements (Form 10B/10BB) prior to filing the return
  • •Reconciling TDS on fixed deposits and voluntary contributions with the Annual Information Statement (AIS)

Inclusions

  • Detailed computation of trust income and validation of the mandatory 85% application requirement
  • Accurate classification and tax treatment of corpus donations, general donations, and anonymous contributions
  • Reconciliation of TDS, bank interest, and AIS/TIS data to prevent department scrutiny
  • Guidance on filing statutory accumulation forms (Form 9A/Form 10\) if the trust falls short of the application threshold
  • Preparation and secure e-filing of ITR-7 by a certified tax professional using the trustee's DSC

Exclusions

  • Filing of statutory Audit Reports (Form 10B or 10BB) under the Income Tax Act (available as a custom add-on)
  • New applications or provisional/final renewals for Section 12A/12AB and 80G registrations
  • Foreign Contribution Regulation Act (FCRA) compliance or returns
  • Routine monthly bookkeeping, maintenance of donor registers, or issuing 80G certificates to donors

Our Assisted Filing Process

Simple, secure, and expert-led from upload to final submission.

1
Document Upload

Securely share your trust deed, audited financials (if applicable), bank statements, and donation records.

2
Expert Computation

A dedicated CA validates your Section 11/12 exemptions, calculates the application of income, and drafts the computation.

3
Verification & E-Filing

Following trustee approval, we securely file your ITR-7 using the authorized signatory's DSC.

Select Your Plan

Trusts Plan

₹2,499 Inclusive of GST
Expert CA-assisted ITR-7 filing for NGOs and Charitable Trusts. Ensure compliance with Section 11/12 exemptions, the 85% application rule, and secure accurate TDS reconciliations.
Secure Assisted Filing: One-ITR is an independent portal. All documents and data uploads are protected under strict security guidelines.

FAQs for Tax Filing

Quick answers about e-filing timelines, document submissions, and tax refund protocols.