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Form 10BD Donation Statement Filing | Savlana Init
Trust Compliance · Form 10BD

Form 10BD — Donation Statement Filed. Donors’ 80G Deduction Protected.

80G-approved trusts must file Form 10BD annually to report donations received and generate Form 10BE certificates for donors. We compile donor data, file the statement, and issue certificates on time.

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With effect from 1 June 2021, trusts and institutions approved under Section 80G of the Income Tax Act, 1961 are required to file an annual statement of donations received in Form 10BD. This statement reports the details of each donor — their name, PAN, the amount donated, and the type of donation — to the Income Tax Department. Filing Form 10BD is a mandatory compliance obligation; failure to file disentitles the trust from the benefit of 80G approval for that year.

Form 10BD must be filed by 31 May of the financial year immediately following the year in which the donations were received (e.g., by 31 May 2025 for donations received in FY 2024–25). After successful filing, the trust generates donation certificates in Form 10BE for each donor. Donors can only claim deduction under Section 80G based on Form 10BE — not merely based on receipts from the trust.

We manage the complete Form 10BD compliance cycle: collecting donor PAN and donation data, preparing and uploading the statement before the deadline, generating Form 10BE certificates from the e-filing portal, and issuing them to donors promptly. We also assist with corrections to previously filed Form 10BD statements.

Our Form 10BD Services

Donor Data Compilation

Collection and verification of donor names, PAN, addresses, donation amounts, and donation mode for all donations received during the year.

PAN Verification

Verification of all donor PANs through the income tax portal to prevent invalid PAN entries and ensure Form 10BE can be generated.

Form 10BD Preparation

Preparation of the Form 10BD statement in the prescribed format with all required donor and donation details.

E-Filing Portal Upload

Upload and filing of Form 10BD on the income tax e-filing portal by 31 May, with confirmation of successful submission.

Form 10BE Generation

Generation of Form 10BE donation certificates from the e-filing portal for each donor after Form 10BD is processed.

Form 10BE Issuance

Issuance of Form 10BE certificates to donors by 31 May, enabling them to claim their Section 80G deduction in their ITR.

Correction Statement Filing

Filing of correction statements for errors in previously filed Form 10BD — PAN corrections, amount corrections, and donor detail updates.

Anonymous Donation Advisory

Guidance on the tax treatment of anonymous donations under Section 115BBC and their exclusion from Form 10BD reporting.

Our Process

1

Donor Data Collection

We collect the full list of donors, amounts, donation modes, and PAN details for the financial year.

2

PAN Verification & Cleaning

All donor PANs are verified online and data is cleaned to prevent invalid entries.

3

Form 10BD Preparation & Upload

The statement is prepared and uploaded on the e-filing portal by 31 May.

4

Form 10BE Generation

After processing, Form 10BE is downloaded for each donor from the portal.

5

Issuance to Donors

Form 10BE certificates are issued to all donors by 31 May, enabling their 80G deduction claim.

Why It Matters

80G approval benefit preserved through timely Form 10BD filing
All donor PANs verified before submission
Form 10BD filed by 31 May deadline
Form 10BE generated and issued to every donor
Donors’ Section 80G deduction claims protected
Anonymous donation rules correctly applied
Correction statement support for prior errors
Complete donor compliance record maintained

Frequently Asked Questions

Form 10BD is the annual statement of donations received by a trust or institution approved under Section 80G. It must be filed by 31 May each year reporting all donations received during the preceding financial year — including donor PAN, name, address, amount, and mode of donation.
Form 10BE is the donation certificate issued by the trust to donors after filing Form 10BD. It certifies the amount donated and enables the donor to claim a deduction under Section 80G in their income tax return. It replaces the earlier practice of donors using trust-issued paper receipts for the 80G claim.
Form 10BD must be filed by 31 May of the financial year immediately following the year of donation. For donations received in FY 2024–25, the deadline is 31 May 2025. Late filing attracts a fee of ₹200 per day under Section 234G.
If a donor’s PAN is not available at the time of filing, they can still be included with Aadhaar number or without a unique identifier (for small donations below the prescribed threshold). However, donors without PAN cannot receive Form 10BE and cannot claim the 80G deduction.
Foreign contributions received by FCRA-registered NGOs are governed separately by FCRA compliance. Form 10BD covers domestic donations for 80G purposes. However, FCRA-registered trusts that are also 80G-approved must file Form 10BD for domestic donations separately.
Yes. The income tax e-filing portal allows correction of previously filed Form 10BD statements. Common corrections include PAN updates, donation amount corrections, and addition of omitted donors. Corrections should be made as soon as errors are identified to ensure donors can generate correct Form 10BE certificates.

80G-approved trust with donations to report?

We compile donor data, file Form 10BD by 31 May, and generate Form 10BE for every donor — protecting both the trust’s approval and donors’ deduction entitlement.