Who needs Trust
Complete books of Account
Documents you’ll upload
Phone photos are fine- 01 Sales Voucher Required
- 02 Purchase Voucher If applicable
- 03 Cash Book If applicable
- 04 Bank Statements Required
- 05 Previous Year Assets Register Required
- 06 Assets Transaction details Required
- 07 Other Working Papers Required
What you receive
- Recording of every transaction related to the trust, including deposits, grant, donations, withdrawals, purchase & sale of trust assets, investment earnings, adjustments or any transfer and expenses
- Documenting asset values of the trust
- Tracking income (interest, dividend or capital gain) and expenses
- Preparing detailed financial statements that complied to trust accounting principles
- Receipt and Payment preparation
- Bank statement reconciliation
How it works
- Step 1 Apply online A CA calls back and confirms the fee
- Step 2 Upload & CA checks Secure link from any phone; re-upload requests come with a reason
- Step 3 Filed Acknowledgement shared with you
- Done Done Your certificate or result in your account to download
Typical time once your documents are complete: Annual. Government processing time, where it applies, is extra.
Frequently asked questions
How do I apply for Trust?
Click Apply now, sign in or create an account with your mobile number and a password, answer a few questions and upload the documents listed on this page. A Chartered Accountant reviews everything before anything is filed.
Can I upload photos taken on my phone?
Yes. Clear phone photos are fine as long as all four corners of the document are visible. PDF, JPG and PNG files all work.
What does it cost?
The fee depends on your case. It is shared after a CA reviews your application, before any work is filed for you.
How will I know the status?
Your account on this website shows every step as it happens, with the CA’s messages. Acknowledgements and certificates are added there for you to download.