- Name & Address of the Trust
- Name and Address and Aadhar Card of the trustees
- PAN Card of the Trust
- Audit Report prepared by CA (Including Audit report, Income and Expenditure Statement, Balance sheet, Contribution Calculation etc.)
- Affidavit of the trustees
- Membership certificate of the CA issued by ICAI
- Other Documents, if any
- Corpus certificate, if any
1
Complete Simple Checklist
2
Submit Documents
3
Preparing of Annual Forms
4
Filing of Annual Return Forms
5
You receive acknowledgement
The due date of Income Tax Return filing of trust for, whose accounts are not required to be audited is 31st July. While for the trusts whose accounts are required to be audited, the due date to file ITR filing would be 31st October.
A trust is an agreement between parties, whereby one party holds an asset for the benefit of another party. A trust can be a Charitable Trust or Non Charitable Trust. Whereas a Society is a collection of persons, who come together for the initiating any literary, scientific or charitable purpose. Purpose of the both, Society and the Trust may be the same, but organizational structure is different in both the cases.
Yes, CA Agrawal’s packages for Trust Annual Return Filing fees are inclusive of the government fees.