Annual Compliance for Group Gratuity Trust

Setting up a Group Gratuity Trust is only the first step. Keeping it compliant year after year is what protects its tax benefits and legal validity.

Annual compliance ensures that the trust continues to meet the conditions prescribed under the Income Tax Act and labour laws. Missed filings or improper documentation can lead to scrutiny, disallowance of deductions, or even cancellation of approval.

At N D Savla & Associates, we handle end-to-end annual compliance for Group Gratuity Trusts, so employers don’t have to track every deadline or regulation themselves.

What Does Annual Compliance Involve?

Annual compliance for a Group Gratuity Trust is not a single filing. It’s a set of coordinated activities that must be completed accurately and on time each year.

This typically includes:

Review of trust operations during the year
Verification of contributions and payouts
Alignment with actuarial valuation
Filing of required returns and statements

Our Group Gratuity Trust Compliance Services

Annual Actuarial Valuation Coordination

Liaison with certified actuary
Review of gratuity liability valuation
Advisory on contribution requirements

Review of Contributions & Payments

Verification of employer contributions
Review of gratuity payments made during the year
Ensuring payments align with trust objectives

Income Tax Compliance

Review of compliance with approval conditions
Support for income tax filings, if applicable
Advisory on deductibility of contributions

Documentation & Record Maintenance

Review of trust records and resolutions
Guidance on trustee documentation
Compliance-ready records for audits or scrutiny

Who Needs Annual Gratuity Trust Compliance?

This service is relevant for:

Employers with approved Group Gratuity Trusts
Companies claiming tax deductions on trust contributions
Organisations with regular employee exits or retirements
Businesses seeking continuity of tax approval

If the trust exists, compliance is not optional.

Why Annual Compliance Matters ?

Protection of Tax Benefits
Non-compliance can lead to disallowance of deductions or withdrawal of approval.
Regulatory Discipline
Keeps the trust aligned with statutory and tax requirements.
Smooth Employee Payouts
Ensures gratuity payments are processed without delays or disputes.
Audit Readiness
Proper documentation reduces exposure during scrutiny.

Why N D Savla & Associates ?

Annual compliance is where most trusts slip up, not at the time of registration.

Clients work with us because:

We track obligations proactively
We coordinate with actuaries and trustees
We focus on practical compliance, not checklists
We ensure continuity of trust approval

No last-minute firefighting. No missed deadlines.

Speak to Us

If your Group Gratuity Trust is already set up, ongoing compliance deserves the same attention as registration.

Connect with N D Savla & Associates for reliable annual compliance support for Group Gratuity Trusts.