Tax Advisory for Trusts, Societies, NGOs & Institutions

Trusts, societies, NGOs and institutional organisations can face tax requirements that differ significantly from those of ordinary commercial businesses. Registration status, nature of activities, application of income, donations, grants, exemptions and regulatory conditions can all affect tax and compliance obligations.

LegaFin provides tax advisory for trusts, societies, NGOs and institutions in India, supporting purpose-driven organisations with charitable tax registrations, income tax compliance, donation and grant-related matters, tax audit preparation, GST advisory, notices and compliance reviews.

Who We Support

• Charitable & Religious Trusts
• Societies
• NGOs
• Section 8 Companies
• Co-operative Societies
• Educational Institutions
• Healthcare Institutions
• Other Non-Profit Organisations

Our Tax & Compliance Services

• Tax Registration & Compliance
• 12AB Advisory
• 80G Advisory
• Income Tax Return Compliance
• Donation & Grant-Related Tax Matters
• Tax Audit Support
• GST Advisory
• Tax Notices & Representation
• Tax Compliance Review

Tax Registration & Compliance

We support organisations in identifying and organising applicable tax registration and recurring compliance requirements based on their legal structure, activities and available information.

12AB Advisory

We assist with documentation and professional coordination relating to 12AB registration and associated compliance requirements. Registration, continuation and tax treatment remain subject to applicable law, facts and decisions of the competent tax authority.

80G Advisory

We support organisations with documentation and compliance preparation relating to 80G registration. Related requirements can also be coordinated through Charitable Tax Registration & Donation-Related Approvals.

Income Tax Return Compliance

We support preparation and review of information required for income tax return compliance, taking into account the organisation's structure, registration status, income, activities and other relevant facts. Broader requirements can be coordinated through Income Tax Advisory & Compliance.

Donation & Grant-Related Tax Matters

Donations and grants can involve tax, documentation, accounting and utilisation considerations. We help organisations review and organise relevant information and compliance documentation based on the applicable framework and funding arrangement.

Tax Audit Support

We assist with preparation and organisation of records required for tax audit or professional review. Any audit, certification, attestation or assurance function that must be performed by an appointed or specifically qualified professional remains with the appropriately qualified independent professional.

GST Advisory

GST applicability for non-profit and institutional organisations can depend on the nature of activities and transactions. We support GST-related review and compliance requirements through GST Advisory & Compliance.

Tax Notices & Representation

Where an organisation receives a tax notice or communication, we support review, documentation and response preparation within the agreed scope. Related assessment and notice matters can be coordinated through Tax Assessments, Notices & Representation. Formal or authorised representation is undertaken by appropriately qualified or authorised professionals where required.

Tax Compliance Review

A structured review can help identify apparent gaps in registrations, returns, records, donation documentation and recurring tax obligations based on the agreed scope and information made available.

Integrated Tax Support for Non-Profit & Institutional Organisations

Tax compliance is often connected with accounting, governance and regulatory documentation. Depending on the organisation, related requirements can be coordinated with Society & NGO Advisory, Section 8 Company Advisory and Accounting & Financial Support for Institutions.

LegaFin provides tax advisory, compliance preparation, documentation support and professional coordination based on the agreed scope and information made available. Eligibility for 12AB, 80G, tax exemption, deductions, GST treatment or other tax benefits depends on applicable law, facts, activities, documentation and decisions of the competent authorities. Audit, certification, attestation, legal opinions and authorised representation requiring a specifically qualified, registered or appointed professional are undertaken by appropriately authorised professionals where required. LegaFin does not guarantee registration, exemption, deduction, refund, assessment result, notice outcome, processing timeline or any particular tax or regulatory outcome.