80G / 12A Registration & Certificate

Tax Exemptions for Non-Profit Organisations

12A registration exempts trusts and NGOs from income tax. 80G enables donors to claim tax deduction on contributions. Both are essential for non-profit organisations.

What is 12A Registration?

12A registration is a one-time registration granted by the Income Tax Department to trusts and other not-for-profit organisations. The purpose is to be exempted from the payment of income tax. Section 8 Companies, Trusts and NGOs which have obtained 12A registration enjoy exemption from paying income tax on their surplus income.

Eligibility for 12A

  • • Charitable purpose: relief to poor, education, medical relief, environment preservation
  • • No profit motive in activities
  • • Trade/commerce receipts less than 20% of total receipts
  • • Not applicable for Private or Family Trusts

12A Benefits

  • • Income free from Income Tax
  • • Accumulation benefits (up to 15%)
  • • One-time registration, no renewal needed
  • • Eligibility for domestic and international grants

What is 80G?

Contributions made to certain relief funds and charitable institutions can be claimed as a deduction under Section 80G. This deduction can be claimed by any taxpayer – individuals, company, firm or any other person. Donors can reduce tax liability by up to 10% for 50% of the amount donated.

80G Eligibility Criteria

  • • Separation of Business & Charity
  • • No misuse of donations
  • • No religious activity for particular caste/creed
  • • Proper accounting maintained
  • • Registered under Societies Act 1860 or Section 25 Companies Act

Documents for 80G (Form 10G)

  • • Registration Certificate, MOA/Trust Deed
  • • NOC from proprietor of registered office
  • • PAN Card, utility bills
  • • Proof of welfare activities, Progress Report
  • • Statement of accounts, List of contributors
  • • 12A registration copy

Note: From FY 2017-18, cash donations exceeding Rs 2,000 are not allowed as deduction. Donations above Rs 2,000 must be made via cheque/draft.

Documents for 12A Registration

  • • Self-certified copy of trust deed or establishment document
  • • Registration copy from ROC/Registrar of Societies/Public Trusts
  • • Documents for adoption/modification of objectives
  • • Annual financial statements for 3 preceding years
  • • Note on activities conducted

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