NGO & Trust Services

Complete NGO, Trust & Non-Profit Compliance Solutions

Tax Mantra Advisors & Associates provides comprehensive professional services to Trusts, NGOs, Societies, Section 8 Companies and other non-profit organizations.

We assist organizations from their initial registration and tax-exemption applications through accounting, audit, annual compliance, donor-related requirements, statutory filings and ongoing advisory.

Our objective is to help non-profit organizations maintain proper governance, financial discipline and regulatory compliance, allowing them to focus on their social and charitable objectives.

Our NGO & Trust Services

1. Trust Registration

We provide assistance with the establishment and registration of charitable and public trusts.

Our services include:

• Trust deed drafting support

• Trust registration assistance

• Objectives and activities structuring

• Trustee-related documentation

• Registration process support

• PAN and related registrations

• Post-registration compliance guidance

2. NGO & Society Registration

We assist organizations with establishing suitable non-profit structures, including:

• Society registration

• NGO registration support

• Governing body documentation

• Memorandum and rules/by-laws

• Registration documentation

• PAN application

• Post-registration compliance

3. Section 8 Company Registration

We assist in setting up non-profit organizations under the Companies Act through the Section 8 company structure.

Services include:

• Incorporation assistance

• Name and object-related guidance

• MOA & AOA support

• Digital Signature Certificate (DSC)

• Director-related documentation

• Incorporation filings

• Post-incorporation compliance

4. 12AB Registration

We provide assistance with applications relating to 12AB registration for eligible charitable and religious institutions.

Our services include:

• Eligibility review

• Application preparation

• Document compilation

• Online application support

• Clarification and query response

• Registration-related compliance guidance

5. 80G Registration

We assist eligible organizations with 80G registration, enabling them to meet the applicable requirements for providing tax-benefit-related donation documentation to eligible donors.

Our support includes:

• Eligibility assessment

• Application preparation

• Documentation

• Filing assistance

• Query/clarification support

• Compliance guidance

6. NGO Annual Compliance

We provide ongoing compliance support to help NGOs and charitable institutions maintain their statutory obligations.

Services may include:

• Annual income tax return filing

• Financial statement preparation

• Audit coordination

• Annual reports

• Trust/Society compliance

• Section 8 company compliance

• Donor-related documentation

• Statutory record maintenance

7. NGO Accounting & Bookkeeping

Proper accounting is essential for maintaining transparency and demonstrating appropriate utilization of funds.

Our accounting services include:

• Day-to-day bookkeeping

• Cash and bank accounting

• Donation accounting

• Grant accounting

• Expense classification

• Ledger maintenance

• Bank reconciliation

• Income & expenditure statements

• Balance Sheet

• Receipts & payments statements

• Fund-wise accounting

• Utilization-related records

8. NGO Audit & Financial Compliance

We assist organizations with audit and financial compliance requirements applicable to their structure and activities.

Our support may include:

• Preparation of financial records

• Audit coordination

• Ledger scrutiny

• Bank reconciliation

• Income and expenditure review

• Supporting schedules

• Audit documentation

• Compliance review

9. Income Tax Services for NGOs & Trusts

We provide specialized tax compliance support for non-profit organizations, including:

• Income tax return filing

• Tax computation

• Tax exemption-related advisory

• 12AB compliance

• 80G compliance

• Donation-related records

• Tax notices

• Assessment proceedings

• Rectification and compliance support

10. FCRA Compliance

For organizations receiving or intending to receive eligible foreign contributions, we provide assistance relating to applicable FCRA registration, renewal and compliance requirements.

Services may include:

• FCRA registration assistance

• Renewal support

• FCRA-related documentation

• Annual return compliance

• Foreign contribution accounting

• Utilization records

• FCRA compliance review

• Regulatory correspondence support

11. NGO Grant & Donation Compliance

We assist organizations in maintaining proper records relating to grants and donations.

Our services include:

• Donation accounting

• Grant accounting

• Donor records

• Utilization documentation

• Fund-wise accounting

• Supporting schedules

• Financial reporting

• Reconciliation of funds received and utilized

12. NGO Tax & Regulatory Advisory

We provide ongoing advisory support on matters such as:

• Charitable activity classification

• Tax exemption requirements

• Application of income

• Accumulation of income

• Donation compliance

• Related-party transactions

• Governance requirements

• Financial controls

• Regulatory compliance

13. NGO Notices & Assessments

If an NGO, Trust, Society or Section 8 Company receives a notice or faces an assessment, we assist with:

• Notice review

• Issue identification

• Documentation

• Reconciliation

• Preparation of submissions

• Response filing

• Assessment support

• Further compliance and advisory

14. NGO Compliance Health Check

Our compliance review helps identify potential gaps in an organization's tax, accounting and regulatory records.

We can review:

• Registration documents

• PAN and tax registrations

• 12AB/80G status

• Income tax returns

• Accounting records

• Audit reports

• Donation records

• Grant utilization

• FCRA compliance, where applicable

• Annual statutory filings

• Governance records

Organizations We Serve

We provide professional services to:

• Charitable Trusts

• Public Trusts

• Private Trusts

• NGOs

• Societies

• Section 8 Companies

• Charitable Institutions

• Educational Institutions

• Religious Institutions

• Social Welfare Organizations

• Foundations

• Healthcare & Medical Charities

• Community Development Organizations

• Skill Development Organizations

• Other eligible non-profit organizations

Why Choose Tax Mantra Advisors & Associates?

End-to-End NGO Support
From registration and tax exemptions to accounting, audit and ongoing compliance.

Specialized Non-Profit Understanding
We understand that NGOs and charitable organizations have different accounting, taxation and compliance requirements.

Compliance-Focused Approach
We help organizations maintain appropriate records and meet applicable statutory requirements.

Accounting & Tax Integration
Accounting, audit and taxation can be coordinated to maintain consistent and reliable financial records.

Professional & Confidential
We handle organizational, financial and donor-related information with professional care.

Our NGO Compliance Approach

Structure → Register → Obtain Applicable Approvals → Maintain Accounts → Comply → Review → Report

We help organizations build a structured compliance framework so that their charitable and social objectives can be pursued with greater financial and regulatory confidence.

Build Your Organization With the Right Compliance Foundation

Whether you are starting an NGO, registering a Trust or Society, forming a Section 8 Company, applying for 12AB/80G, managing FCRA compliance, filing returns, maintaining accounts or handling tax notices, Tax Mantra Advisors & Associates can provide professional support.

Tax Mantra Advisors & Associates
Professional Expertise. Practical Solutions. Trusted Guidance.