Non Profit Registration
NPO Settings allow you to configure organization level details required for managing non-profit operations and tax compliance. Use the Registration tab to record your PAN, Darpan ID, and income tax exemption details, and the Foreign tab to set up FCRA registration for organisations that receive foreign donations.
Configure Registration Details
Here’s how to configure NPO settings:
- Log in to your Zoho ERP organization.
- Go to Settings by clicking the More icon at the top.
- Select Non Profits under Taxes & Compliance in the Organization Settings.
- In the Domestic tab, enter your PAN number and your Darpan registration ID.
- Mark Add income tax exemption registration details, if you are eligible.
- Under Section 12A Details,
- Enter your registration number and registration date.
- Under Section 80G Details,
- Enter your registration number and registration date if you have registered.
- Enter the validity of the registration in the Validity field.
- Click Save.
Once saved, the configured NPO settings will be applied across your organization, enabling accurate handling of tax exemptions and compliance related processes for donations.
Enable Foreign Contributions
Foreign Contributions allows your organisation to manage donations received from foreign donors under the Foreign Contribution (Regulation) Act (FCRA) in Zoho ERP. Once enabled, you can record foreign donations, maintain foreign donor details, and track foreign donations through your designated FCRA account.
Insight:
The designated FCRA account acts as the primary receiving account for all foreign contributions. Under the FCRA, this account must be maintained at the State Bank of India, New Delhi Main Branch, and funds must be credited to it before they are transferred to another account.
To enable Foreign Contributions:
- Log in to your Zoho ERP organisation.
- Go to Settings at the top corner of the page.
- Select Non Profits under Taxes & Compliance in the Organization Settings.
- Switch to the Foreign tab.
- Click Enable.
- Enter the following details to enable Foreign Contributions:
FCRA Registration Details
Provide your FCRA registration details in the following fields.
| Field | Description |
|---|---|
| Registration Number | Enter the FCRA registration number exactly as shown on the certificate issued by the Ministry of Home Affairs. It is a nine-digit numeric code, such as 012345678. |
| Registration Date | Select the date on which your FCRA registration was granted. |
| Validity | Select the validity period of your FCRA registration. Choose the From and To dates. |
- Click Next.
Note: These details will appear on the donation receipts sent to your donors after you save the FCRA registration details.
Bank Account Details
Add the bank account designated to receive your foreign contributions. Under Section 17 of the FCRA, foreign contributions must first be credited to an account maintained at the State Bank of India’s (SBI) New Delhi Main Branch (NDMB) before being transferred to any other account.
- Under Designated Account, click + New Account.
- Enter your account information and save.
- Click Enable to complete the setup.
Once enabled, you can create foreign donors and record foreign donations.
You can manage the designated FCRA account from the Banking module as you would any other bank account added in Zoho ERP.
Insight: In reports, you can apply the Contribution Source filter to view domestic and foreign transactions separately and understand how each source contributes to the reported values.
Edit FCRA Details
After enabling foreign contributions, you can update your FCRA registration details.
To change the registration details:
- Go to Settings at the top right corner.
- Select Non Profits under Taxes & Compliance in the Organization Settings.
- Click the Foreign tab.
- Click Edit to update your FCRA registration details.
- Make the required changes and click Save.
To change the designated FCRA bank account:
- In the Foreign tab, click Change under Bank Details.
- In the Edit Bank Account pop up, choose one of the following:
- Select an existing bank account from the Select Bank Account dropdown.
- Or, click Add Your SBI FCRA Account Details Manually to enter the account details directly.
Note:
Accounts added manually do not receive automatic bank feeds; you must import statements, record transactions, and reconcile them manually.
- Click Update.
Note:
After changing the designated account, ensure that your next foreign donation is deposited to the correct account by checking the Deposit To account selected while saving the donation and confirming the corresponding entry in the Banking module.
Disable Foreign Contributions
You can disable FCRA when you no longer need to record foreign contributions.
- Go to Settings at the top right corner.
- Select Non Profits under Taxes & Compliance in the Organization Settings.
- Click the Foreign tab.
- Click Disable FCRA.
- In the confirmation dialog, click Disable FCRA to confirm, or click Cancel to keep the setup active.
Once disabled, you can no longer manage funds received and utilised through foreign contributions.
Note: If foreign transactions are already present in your organisation, Foreign Contributions cannot be disabled.