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Form 10BB – Audit Report for Charitable & Religious Institutions

Form 10BB is a mandatory audit report that must be filed by certain charitable trusts, religious institutions, and educational organizations that are registered under Section 12AB of the Income Tax Act and receive income that exceeds the basic exemption limit. This audit ensures that the organization’s books of accounts and activities comply with the applicable provisions of the Income Tax Act, 1961.

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Who is Required to File Form 10BB?

Form 10BB is required to be filed by specific institutions and organizations that are claiming tax exemption under certain sections of the Income Tax Act, particularly Section 10(23C) and Section 12AB. This form acts as an audit report and must be submitted by a Chartered Accountant if the total income of the institution exceeds the basic exemption limit, which is currently ₹2.5 lakhs in most cases.

  • Charitable or religious trusts registered under Section 12AB

  • Educational institutions or medical institutions seeking exemption under Section 10(23C)(iv), (v), (vi), or (via)

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Is Form 10BB applicable to every trust or NGO?

No, it is only applicable to those whose income exceeds the exemption limit and who seek exemption under Section 11 or 10(23C).

Can I file Form 10BB myself?

No, it must be certified and submitted by a Chartered Accountant using their digital signature.

What if I miss the due date for Form 10BB?

Missing the deadline may result in loss of tax exemption and your trust’s income becoming fully taxable.

Do educational institutions also need to file it?

Yes, if they are claiming exemption under Section 10(23C)(vi) and their income exceeds the limit.