Form 12aa for Religious and Charitable trust

1. /application in Form No:10A, 2. Trust Deed or Instrument, 3. Certificate of Registration under Section 80G (if applicable),4. Audited Financial Statements, 5. Details of Activities.6.Proof of Address,7.PAN Card,8. Details of Trustees/Members,9. Online form 10A or relevant renewal form.

For renewal of registration under sections 12A/12AB, the application is generally in Form 10AB on the Income Tax e-filing portal. The documents commonly required include:

• Existing registration order/certificate under section 12A, 12AA or 12AB, and any prior approval under section 10(23C), if applicable.
• Trust deed or instrument of creation; for a public trust without a deed, the document establishing its creation.
• Registration certificate with the Charity Commissioner, Registrar of Societies or other competent authority, if applicable.
• Accounts for the latest available years, commonly up to three years, and details of activities carried out.
• Any modification, amendment or supplementary deed, together with relevant approvals or registrations.
• Details of trustees/office-bearers and, where relevant, evidence of adoption or alteration of the objects.

The portal’s upload fields can vary with the application category and current form version. Keep clear, legible PDF copies ready and follow the documents specifically prompted by the selected Form 10AB category; the exact list should be checked on the live form before submission. Also confirm the applicable renewal window from the existing order and current rules.

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Renewing a trust's 12A/12AB registration:

• Renewal (for trusts already registered under 12AB) is in Form 10AB, at least 6 months before expiry of the registration (5-year validity). Form 10A is for initial or provisional registration.

• Documents: trust deed, registration certificate (12AB and earlier 12A/12AA), audited accounts and ITRs for the last 3 years, activity reports, list of trustees with PAN, details of any changes in objects, FCRA registration if any.