All ServicesFinancial Advisory

Saarthiom Advisory Dispatch

Tax Exemption (12AB / 80G)

Get tax-exempt status for your NGO or trust

By Saarthiom Advisory TeamFree Consultation Available
4 Step Process5 Eligibility Criteria

Section 12AB registration is essential for trusts, societies, and Section 8 companies to claim exemption on income used for charitable purposes. Section 80G registration allows donors to your organization to claim tax deductions on their contributions.

The new regime (effective April 2021) requires all existing and new organizations to apply for provisional and then permanent 12AB and 80G registration through the Income Tax portal.

Saarthiom handles the complete application process for both registrations, ensuring proper documentation, compliance with CBDT guidelines, and timely filing to avoid delays.

Get tax-exempt status for your NGO or trust

— Saarthiom Advisory

Eligibility — Who Qualifies?

Registered Trust, Society, or Section 8 Company
Engaged in charitable or religious activities
Proper books of accounts maintained
Activities aligned with the stated objects of the trust
No commercial activities (or within permissible limits)

How It Works — Step by Step

01

Review

We review your trust deed and activities to ensure 12AB/80G eligibility.

02

Form Preparation

Form 10A (provisional) or Form 10AB (permanent) is prepared.

03

Portal Filing

Application is filed on the Income Tax e-filing portal.

04

Certificate Issuance

Registration certificate is issued by the jurisdictional CIT(Exemption).

Documents Required

Trust deed / Society registration certificate / MOA
PAN Card of the trust / organization
Aadhaar of trustees / managing committee members
Audited financial statements (last 3 years, if applicable)
Details of activities carried out
Bank account statements

Begin Your Free Consultation

Our advisors will evaluate your eligibility and guide you through every step at zero cost.

© 2026 Saarthiom Advisory Pvt Ltd