01
Eligibility Diagnostic
Mapping the entity to the right CSR-1 route — donor-set-up, statutory body, or independent NGO — and confirming Sec 12A / 80G, track record, and Schedule VII alignment.
02
Sec 12A / 80G Pre-Check
Validating active Sec 12AB and Sec 80G registrations on the IT portal, fixing expiries, renewing 10A / 10AB where lapsed before CSR-1 filing.
03
Governing Body / Trustee KYC
Compiling KYC of every governing-body member / trustee / director, declarations, authorised-signatory resolution, and PAN-Aadhaar alignment.
04
DSC & MCA Portal Setup
Class-3 DSC procurement for the authorised signatory, MCA V3 user-account creation, OTP verification, and signatory mapping.
05
Document Curation
Preparing the complete CSR-1 dossier — registration certificate, MOA / trust deed / bye-laws, Sec 12A / 80G orders, PAN, audited financials, governing-body list, and authorisation.
06
Drafting CSR-1 Webform
Filling the CSR-1 webform on MCA V3 — entity details, registration trail, governing body, ratings, planned CSR scope, and uploads.
07
CA / CS / CMA Certification
Independent professional verification, document attestation, and DSC certification on CSR-1 by a practising CA / CS / CMA empanelled with us.
08
MCA Filing & SRN
e-Filing on MCA V3, system-generated SRN, real-time payment confirmation (zero fee), and tracking through STP approval queue.
09
CRN Issuance & Handover
Sharing the approved CRN, MCA-issued certificate / acknowledgement, and onboarding kit for use in donor MOUs and CSR-2 cross-referencing.
10
Donor MOU & Project Setup
Drafting CSR MOU between donor co and implementing agency — Schedule VII mapping, ongoing-project annexure, fund-flow, milestone, and reporting framework.
11
FCRA Segregation Advisory
Where the entity also receives foreign contributions — segregation of CSR funds from FCRA bank account, separate books, and FCRA Form FC-4 reconciliation.
12
Modification / Update
Updating CSR-1 on change of name, address, registration, governing body, or signatory; surrender / cancellation handling and re-registration where mandated.