ITR Filing For NGO In Kerala

Finalize Financial Records – Close the accounts for the financial year, ensuring all transactions are properly recorded and reconciled.

Complete Statutory Audit (If Applicable) – If the NGO’s income exceeds the threshold, appoint a Chartered Accountant to audit the accounts and prepare Form 10B or Form 10BB accordingly.

Gather Essential Documents – Collect the NGO’s PAN, registration certificates (12A/12AB, 80G, and FCRA if applicable), audited financial statements, Form 26AS, donation details, and bank statements.

Select the Correct ITR Form – Most NGOs file ITR-7 under Sections 139(4A), 139(4B), 139(4C), or 139(4D), based on their activities.

Access the Income Tax e-Filing Portal – Log in using the NGO’s PAN and registered credentials.

Complete the ITR Form – Accurately enter income details, exemptions, and other required information.

Upload Audit Reports and Supporting Documents – Submit the audit report along with any necessary attachments electronically.

Verify the Return – Perform e-verification using Aadhaar OTP, Digital Signature Certificate (DSC), or Electronic Verification Code (EVC).

File Before the Deadline – Submit the return on time to avoid penalties and preserve tax exemptions.

Retain Acknowledgment – Save the ITR-V acknowledgment receipt for future reference and compliance verification.