Get India Form No. 40c

Filling out the India Form No. 40C is an important process for obtaining recognition under the Income-tax Act, 1961. This guide will provide you with step-by-step instructions to seamlessly complete the form online, ensuring that all necessary information is accurately submitted.

Follow the steps to complete the form efficiently.

1. Press the ‘Get Form’ button to access the form and open it in your editing interface.
2. Enter the name of the fund for which recognition is being sought under Part A of the Fourth Schedule to the Income-tax Act, 1961.
3. Input the Permanent Account Number (PAN) assigned to the fund in the designated field.
4. Specify the date of creation of the fund accurately.
5. Fill in the name of the employer associated with the fund.
6. Provide the complete address of the employer, ensuring all required details are included.
7. Document the business or profession of the employer.
8. Indicate the principal place of business for the employer.
9. State the total number of employees working under the employer.
10. Note the number of employees employed in India and those subscribing to the fund, both in India and outside.
11. Mention the place where the accounts of the fund are or will be maintained.
12. Enter the number of trustees managing the fund.
13. Provide the names and addresses of all trustees.
14. Indicate whether it is an irrevocable trust, followed by a brief explanation if it is not.
15. Specify the contribution percentage by the employee from their salary.
16. Indicate the employer's contribution as a percentage of the employee’s salary.
17. Declare the total contribution being made or proposed by the employer.
18. Clarify whether the establishment is covered under the Employees’ Provident Fund and Miscellaneous Provisions Act, 1952, and provide relevant details if applicable.
19. Answer whether the establishment is exempt under section 17 of the EPF Act, and if so, provide the exemption number and attached documents.
20. Confirm if the fund was recognized prior to March 31, 2006, and attach the approval details if applicable.
21. If the fund exists, furnish relevant details for the previous financial year, including total corpus and investment pattern.
22. State if there is an approved superannuation fund, mentioning the approval number and authority.
23. Indicate if there is an approved gratuity fund, along with the approval number and authority.
24. Finally, provide a verification statement confirming that the information is accurate, and include signatures where required.
25. Upon completing the form, users can save changes, download, print, or share the completed form.

Complete your documents online today to ensure proper compliance and recognition.