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Checklist - Society

Last updated · 3 August 2026

A society is registered under the Societies Registration Act, 1860 as adapted by the State in which it is registered, and almost every State has amended the 1860 Act or replaced it. The one obligation that is common to all of them is the annual list of the governing body. Everything else — when the annual general meeting is held, whether the accounts have to be audited, and what is filed with the Registrar — comes from the State Act and from the society's own memorandum and rules.

Filings with the Registrar of Societies

The base position under the 1860 Act is set out first. The State variations are not cosmetic: Delhi, Uttar Pradesh, Tamil Nadu, Karnataka and Madhya Pradesh each change the timing and the form, and several States require the audited accounts to be filed as well.

#ComplianceDue date
1Annual list of the members of the governing body — the names, addresses and occupations of the governors, council members, directors, trustees or other persons entrusted with the management, filed with the Registrar of Societies — section 4 of the Societies Registration Act, 1860Once in every year, in the month of January under the 1860 Act as originally enacted. Several States have substituted this — commonly within fourteen days of the annual general meeting
2Annual general meeting of the membersAnnually, as required by the memorandum and rules of the society and by the State Act
3Audited accounts filed with the RegistrarState-specific. Generally within three to six months of the close of the financial year, where the State Act requires it
4Intimation of a change in the governing body, in the name, or in the memorandum and rulesWithin the period fixed by the State Act, commonly thirty days
5Renewal of registrationNot required under the 1860 Act. A few States have introduced periodic renewal — check the State Act

In Maharashtra a registered society is also a public trust under section 2(13) of the Bombay Public Trusts Act, 1950, and has to comply with the Charity Commissioner filings in addition to those above. See our trust checklist for those.

The tax calendar is the same as for a trust. Form 10B or Form 10BB by 30 September, Form ITR-7 by 31 October, renewal under section 12AB and section 80G in Form 10AB six months before expiry, Form 10BD and Form 10BE by 31 May where the society is registered under section 80G, and Form FC-4 by 31 December where it holds an FCRA registration.

Meetings of the governing body and the annual general meeting

For a society the memorandum and the rules and regulations are the constitution, and they are enforceable. The Registrar will test the annual list against the minutes of the meeting at which the governing body was elected.

#Meeting or obligationRequirement
1Annual general meetingAnnually, in the manner and within the time laid down in the rules of the society. Karnataka requires the first meeting within eighteen months and annually thereafter
2Meetings of the governing bodyAt the intervals fixed by the rules. Where the rules are silent, as often as the administration of the society requires
3NoticeAs prescribed by the rules of the society
4MinutesEvery meeting minuted and signed. The minutes of the meeting at which the governing body is elected support the annual list filed under section 4
5Election of the governing bodyAt the intervals fixed by the rules, and the result reflected in the annual list filed with the Registrar

Documents required to be drafted

As with a trust, the documents are where the compliance actually sits. The two failures seen most often are a governing body whose term has expired without a fresh election, and an annual list that does not match the minutes.

#DocumentWhen
1Memorandum of association and the rules and regulations, with every amendment as registeredKept permanently
2Annual list of the governing body under section 4Filed annually with the Registrar
3Minutes of the annual general meeting and of the meetings of the governing bodyEntered and signed after each meeting
4Annual accounts — receipts and payments, income and expenditure, and balance sheetFor the year ended 31 March
5Auditor's report, where the State Act or the rules require an auditWith the accounts
6Register of members, with the class of membership and the subscription positionKept current
7Records of donations for Form 10BD, and the certificates in Form 10BEBy 31 May
Records to be maintained
  • Register of members with the class of membership, and the record of subscriptions received.
  • Minute books of the general body and of the governing body.
  • Books of account and the vouchers supporting them.
  • Register of immovable property of the society.
  • Separate books for foreign contribution, where the society holds an FCRA registration.

Taxation and accounting compliances

Alongside the filings with the Registrar, the following tax and accounting compliances commonly apply. Which of them actually bite depends on turnover, on the nature of the receipts and on registration under the respective statute.

#ComplianceDue date
1Form ITR-7 — return of income31 October following the financial year
2Form 10B or Form 10BB — audit report of the trust or institution30 September
3Form 10AB — renewal under section 12AB and section 80GSix months before expiry
4Form 10BD and Form 10BE — statement of donations and the donor certificate31 May
5GST returns — GSTR-1 monthly (11th of the following month) or quarterly under QRMP (13th of the month after the quarter), and GSTR-3B monthly (20th) or quarterly (22nd or 24th, depending on the State group). Registration is required once turnover crosses ₹40 lakh for goods or ₹20 lakh for services (₹20 lakh and ₹10 lakh in special-category States).Monthly or quarterly, as opted
6GSTR-9 — GST annual return, where aggregate turnover exceeds ₹2 crore31 December following the financial year
7GSTR-9C — self-certified reconciliation statement, where aggregate turnover exceeds ₹5 crore31 December following the financial year
8TDS returns — Form 24Q (salary), 26Q (resident non-salary) and 27Q (non-resident), by every person holding a TAN31 July, 31 October, 31 January and 31 May
9TCS return — Form 27EQ, by every person liable to collect tax at source15 July, 15 October, 15 January and 15 May
10Monthly deposit of TDS and TCS7th of the following month; 30 April for March
11TDS and TCS certificates — Form 16 (salary), Form 16A and Form 27DForm 16 by 15 June; Form 16A and 27D within 15 days of the return due date
12Advance tax — where the tax liability for the year is ₹10,000 or more, in instalments of 15, 45, 75 and 100 per cent of the estimated liability15 June, 15 September, 15 December and 15 March

Dates are those applicable to the financial year 2025-26 (assessment year 2026-27). The Income-tax Act, 2025 replaces the 1961 Act from tax year 2026-27, and the section numbers in every tax checklist will change from that year — the dates above are stated on the 1961 Act as it applies to this cycle.

Labour law compliances and their applicability

Labour law obligations are triggered by headcount and by wage levels rather than by the form of the entity, so the same table applies whether the employer is a company, an LLP, a firm or a proprietor. The threshold column is what decides whether a line applies at all.

#ComplianceApplies to
1Employees' Provident Fund — monthly ECR and remittance of contributions at 12 per cent by each of employer and employee. Paid by the 15th of the following month. The separate annual returns in Form 3A and 6A were discontinued when the ECR was introduced; the annual account is generated automatically.Establishments employing 20 or more persons. Mandatory coverage up to a wage of ₹15,000 a month; voluntary coverage is possible below the threshold
2Employees' State Insurance — monthly contribution and challan at 3.25 per cent (employer) and 0.75 per cent (employee), by the 15th of the following month, and the half-yearly return of contributions where the region still requires itEstablishments employing 10 or more persons (20 in some States for shops). Covers employees drawing wages up to ₹21,000 a month, or ₹25,000 for a person with disability
3POSH — constitution of the Internal Committee, a policy, and an awareness and training programmeEvery workplace with 10 or more employees, counting all workers of every description. Members hold office for a maximum of three years and must then be reconstituted
4POSH annual report to the District Officer, and the disclosure of the number of complaints in the Board's reportEvery employer that is required to have an Internal Committee. Section 22 does not fix a central date — the date is set by the State rules, and is 31 January in several States and 28 February or 31 March in others. Confirm the date for the State in which the workplace is situated.
5Payment of Bonus — payment of the annual bonus and the annual return in Form DEstablishments employing 20 or more persons, for employees drawing up to ₹21,000 a month. Bonus is payable within eight months of the close of the year
6Payment of Gratuity — payment on the event, and the notices in Forms A, B and CEstablishments employing 10 or more persons. Payable after five years of continuous service, and after one year for a fixed-term employee
7Maternity Benefit — 26 weeks of paid leave, and the registers and returns under the State rulesEstablishments employing 10 or more persons. A creche is required at 50 or more
8Professional tax — enrolment, registration and the periodic returnOnly in the States that levy it — Maharashtra, Karnataka, West Bengal, Tamil Nadu, Andhra Pradesh, Telangana, Gujarat, Madhya Pradesh, Odisha, Kerala, Assam and others. It is not levied in Delhi, Uttar Pradesh, Haryana, Rajasthan or Punjab
9Shops and Establishments — registration and, where the State requires it, renewalEvery shop and commercial establishment, from the day it commences. Registration within 30 days; renewal cycles run from one year to lifetime depending on the State
10Contract labour — registration of the principal employer, licensing of the contractor, and the periodic returnsWhere 20 or more contract workers are engaged (the threshold is 50 under the Occupational Safety, Health and Working Conditions Code, 2020)
11Minimum wages — payment at not less than the notified rate, with the variable dearness allowance revisionEvery scheduled employment. Central revisions usually take effect on 1 April and 1 October; State cycles differ

Headcount thresholds are counted across the establishment, not the entity, and several of them are State-specific. Where an entity operates from more than one State the position must be tested State by State.

The four Labour Codes are now in force, and the provident fund position has now settled too. The Code on Wages, 2019, the Industrial Relations Code, 2020, the Occupational Safety, Health and Working Conditions Code, 2020 and the Code on Social Security, 2020 were brought into force on 21 November 2025, and the Central Rules were notified on 8 May 2026. The Employees' State Insurance Act, the Payment of Bonus Act, the Payment of Gratuity Act and the Maternity Benefit Act stand repealed and subsumed into the corresponding chapters of the Code on Social Security. The Employees' Provident Funds Act, 1952 was kept alive for a time by a corrigendum of December 2025, because no scheme had yet been framed under section 15 of the Code — but that gap closed on 29 June 2026, when the Employees' Provident Fund Scheme, 2026 was notified together with new pension and deposit-linked insurance schemes, superseding the 1952, 1995 and 1976 schemes. Existing accounts, balances and service history carried over automatically. In practice the EPFO and ESIC portals, forms and dates continue as before, so the table above still describes what has to be done. The change that matters most is the new definition of wages, under which basic pay and dearness allowance must be at least half of total remuneration — it re-bases provident fund, gratuity, bonus and leave encashment for almost every employer. State rules remain unnotified in most of the large employment States, including Maharashtra, Karnataka, Tamil Nadu, Telangana, Haryana, Uttar Pradesh, Delhi and Kerala; that does not excuse compliance with the Codes themselves, which apply everywhere.

Event-based compliances

Everything set out above recurs every year. Separately from these, a society attracts event-based compliances — obligations that arise only when something particular happens, and that usually carry a short deadline running from the date of the event itself rather than from the close of the financial year.

These are not listed here, and deliberately so. They run to a very long list, they depend entirely on what has actually happened, and a general page cannot tell you which of them apply to you. Typical triggers include a change in the persons in charge, a change in capital or in the constitution, the creation or satisfaction of security over assets, a change of address, the approval of a transaction of a kind that requires prior consent, and the acquisition or disposal of an interest by a person who has to be reported to the Registrar of Societies. Several of them carry a filing window of 15 or 30 days, and the additional fee for filing late can be many times the normal fee.

If an event of this kind has occurred, or is being planned, the position should be checked before the deadline rather than after it. Please write to us with what has happened and we will tell you what has to be filed and by when.

These are the major compliances applicable to a society. They are not the whole of the law. This checklist is general. It sets out the filings, meetings, documents and returns that apply to most Societys in the ordinary course. Apart from these, there may well be further compliances that apply to you — because of the sector you operate in, the licences you hold, the States you operate from, the composition of your ownership, a foreign shareholder or lender, a registration you have taken under a special statute, or simply because of something that has happened during the year. Thresholds and due dates also change from year to year, and a date that is right for one financial year may not be right for the next.

Please do not treat this page as advice on your own facts. Before you rely on it, have the position checked against your own constitution documents, your last filed accounts and your actual figures for the year. We would be glad to do that for you.

Have your position checked

Tell us what the entity is and we will confirm exactly which of these apply to you this year, what is already overdue, and what it will cost to put right.

Prepared by MPS & Associates, Company Secretaries, on the law as it stood on 3 August 2026, by reference to the Ministry of Corporate Affairs, the Securities and Exchange Board of India, BSE Limited, the National Stock Exchange of India Limited, the Reserve Bank of India, the Central Board of Direct Taxes and the Goods and Services Tax Network, as applicable. Statutes, rules, thresholds and due dates change. Nothing on this page is professional advice, and no professional relationship arises from reading it. Please see our Disclaimer.

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