Charitable & Tax Exemption Advisory

Advising charitable organisations on tax exemptions

Trusts and Non Profit Advisory

Charitable & Tax Exemption Advisory

Overview

Charitable and non-profit organisations are required to obtain and maintain various tax registrations and approvals to avail tax exemptions, facilitate donor benefits and ensure continued regulatory compliance. We assist trusts, societies and Section 8 companies in obtaining registrations under the Income-tax Act, 2025, advising on eligibility for tax exemptions, donor incentives and ongoing compliance requirements. Our objective is to help institutions preserve their tax-exempt status while enabling them to focus on their charitable objectives

Scope of Services

Our Charitable & Tax Exemption Advisory services include:

  • Advisory on tax exemption provisions applicable to charitable and religious institutions under the Income-tax Act, 2025.
  • Registration, renewal, modification and surrender of registrations under the Income-tax Act, 2025.
  • Advisory on eligibility for tax exemptions and compliance with prescribed conditions.
  • Advisory and assistance in obtaining donor benefit registrations.
  • Structuring of corpus donations, endowment funds and other charitable contributions.
  • Review of trust activities and governing documents to ensure continued eligibility for tax exemptions.
  • Advisory on taxation of charitable institutions, voluntary contributions, corpus donations and business activities.
  • Assistance in preparation and filing of statutory applications, declarations and supporting documentation.
  • Ongoing tax compliance and advisory for trusts, societies and Section 8 companies.
  • Representation before income-tax authorities in connection with registrations, assessments and other proceedings affecting charitable institutions.

Our Approach

We recognise that obtaining registration is only the first step towards maintaining tax-exempt status. Our approach focuses on understanding the institution's charitable objectives, governance structure and operational activities to ensure continued compliance with statutory requirements. We work closely with trustees and management to establish robust compliance processes, identify potential tax risks and provide practical solutions that support the long-term sustainability of the organisation.

Key Benefits

  • Comprehensive advisory on tax exemption provisions applicable to charitable organisations.
  • Timely assistance in obtaining and maintaining statutory registrations.
  • Enhanced eligibility for tax exemptions and donor benefits.
  • Well-structured governance and documentation supporting regulatory compliance.
  • Reduced risk of cancellation of registrations and tax disputes.
  • Ongoing advisory to address changes in tax laws and regulatory requirements.
  • Experienced representation before income-tax authorities.