Private family trust due date

This query is : Resolved 

08 September 2025 what is the due date for filing of income tax returns of a pvt family trust?
itr form no.?
the trust has been formed on 31/3/2025
documents reqd
what is the bascis exemption limit for trust

08 September 2025 The due date for filing the income tax return for a private family trust for FY 2024–25 (AY 2025–26) is 15th September 2025 if its accounts are not required to be audited; if audit is required, the due date is 31st October 2025. The appropriate ITR form is generally ITR-5 for private trusts, unless it falls under specific sections that require ITR-7. For a trust formed on 31/3/2025, the documentation includes the trust deed, PAN card, financial statements, bank statements, registration certificate (if applicable), and audit report (if required). The basic exemption limit for a trust is ₹2,50,000; income above this threshold must be reported and may trigger tax and audit requirements.

08 September 2025 Non-audit case: 15th September 2025
Audit required: 31st October 2025
Belated return: 31st December 2025
These dates apply for FY 2024–25 (AY 2025–26) due to recent extensions.

ITR-5: Used by private trusts not covered under Sections 139(4A)-(4F).
ITR-7: Used by certain trusts covered under Sections 139(4A)-(4F), especially charitable or religious trusts.

08 September 2025 If the trust’s income (before exemptions/deductions) exceeds ₹2,50,000, a tax audit is mandatory and the return must be e-filed with a digital signature.

Since the trust was formed on 31/3/2025, returns for FY 2024–25 should account for any income from the date of formation.

Belated/revised returns can be filed until 31st December 2025, with late fee and interest as applicable.

This covers compliance, deadlines, forms, and documentation for a private family trust recently set up in India.

20 September 2025 Good Luck..


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