# Busy Accounting GST Setup Checklist > Source: https://netray.co/tools/busy-accounting-gst-setup-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A practical checklist to configure GST masters, vouchers, e-invoice, e-way bill and return reconciliation in Busy. ## Category regional ## Erp Busy Accounting Software ## Region India ## Audience - Accountant - GST practitioner - Business owner - Finance controller ## Tool **Kind:** checklist **Scoring Note:** GST rules and thresholds change by notification. Verify rates, e-invoice turnover limits and due dates against the GST portal or your tax advisor before relying on any item. **Groups:** #### Company and party masters **Items:** **Text:** Company GSTIN, legal name, trade name and state entered exactly as on the GST certificate **Critical:** true **Text:** Registration type set correctly: regular, composition or unregistered **Critical:** true **Text:** Every customer and supplier has GSTIN, state and registration type recorded **Critical:** true GSTIN format validated for each party and obvious errors corrected Multiple branches with separate GSTINs configured as separate registrations Billing and shipping addresses stored where they differ #### Items, HSN and tax categories **Items:** **Text:** HSN or SAC code assigned to every item and service **Critical:** true **Text:** GST rate set per item through tax categories, not typed at voucher level **Critical:** true Exempt, nil rated and non-GST items separated from taxable items Cess configured where applicable Unit of measure matches the unit quoted in the GST return UQC list HSN digit length matches your turnover based requirement #### Sales and purchase vouchers **Items:** **Text:** Place of supply correct so IGST versus CGST and SGST is applied properly **Critical:** true **Text:** Invoice series and numbering follow GST rules: unique, sequential, up to 16 characters **Critical:** true Reverse charge purchases marked and tax liability posted Credit notes and debit notes linked to the original invoice Advance receipts and adjustments handled in the correct tax period Round off and discount treatment checked on a sample invoice #### E-invoice and e-way bill **Items:** **Text:** Check if e-invoicing applies at your aggregate turnover and enable it if so **Critical:** true API or portal credentials for IRP and e-way bill configured and tested IRN and QR code print correctly on invoice format Vehicle, distance and transporter fields captured for goods movement **Text:** Process in place for cancelling an e-invoice or e-way bill within the allowed window **Critical:** true Bulk e-way bill generation tested on a few invoices #### Returns and reconciliation **Items:** **Text:** GSTR-1 data generated from Busy and compared to books before filing **Critical:** true **Text:** GSTR-3B liability and input credit tallied with ledgers **Critical:** true **Text:** Purchase register reconciled with GSTR-2B for eligible input tax credit **Critical:** true Blocked credit and ineligible items posted to separate ledgers Return filing dates calendared with an owner for each return Data backup taken before each month end return run ## Content **Intro:** Busy Accounting Software is widely used by Indian traders and small manufacturers, and correct GST setup is what keeps returns clean. This checklist covers the masters, voucher settings, e-invoice and e-way bill steps, and the reconciliations that catch most errors. **Sections:** #### How to use this checklist **Body:** Use it once when you create a company or change financial year, and again each month before filing returns. Critical items are the ones that most often cause notices, input credit loss or rejected e-invoices. Export the completed list as evidence for your auditor or GST consultant. If you manage several companies, keep one copy per GSTIN. #### Why masters matter most **Body:** In Busy, GST is driven by party state, item tax category and voucher type. If the party master has the wrong state or registration type, tax splits incorrectly on every invoice. If the item has the wrong HSN or rate, GSTR-1 HSN summary and tax values are wrong. Fix masters first and most return problems disappear. **Bullets:** - Party GSTIN and state decide IGST versus CGST plus SGST - Item HSN and tax category decide rate and summary - Voucher series decides invoice number compliance - Registration type decides reverse charge and composition handling #### Reconciling returns **Body:** Before filing GSTR-3B, compare the sales register to GSTR-1 and the purchase register to GSTR-2B. Differences usually come from invoices posted in the wrong month, suppliers who have not filed, credit notes missed, or ineligible credit not separated. Investigate each difference by invoice number rather than adjusting a total, since totals hide offsetting errors. #### Common mistakes **Body:** Frequent errors include keeping default tax categories for all items, using one ledger for all input tax, entering e-way bill details after the goods have moved, and filing before reconciling with GSTR-2B. Another is not backing up before importing or bulk editing. Keep a monthly routine and the checklist becomes a five minute review. **Cta:** If your GST process spans Busy plus other systems, Netray can build reconciliation and reporting automation that reads your data privately and flags mismatches. **Faq:** #### How do I set up GST in Busy Accounting Software? **Answer:** Enter company GSTIN and registration type, set party GST details, assign HSN and tax categories to items, choose correct voucher series, and then generate returns from the GST reports. Verify with a few test invoices before live use. #### Does Busy support e-invoicing and e-way bills? **Answer:** Yes, Busy provides e-invoice and e-way bill features through integration with the government portals. You need valid credentials and correct party and item data. Check the vendor documentation for your version. #### How do I reconcile GSTR-2B in Busy? **Answer:** Import or compare the GSTR-2B data against your purchase register, match by supplier GSTIN and invoice number, and review unmatched or mismatched items. Claim credit only on eligible invoices that appear. #### Which GST rates should I use? **Answer:** Use the rate in the current notification for the item HSN. Rates and classifications change, so confirm with the GST portal or a tax advisor. This checklist does not provide tax advice. ## Search terms busy gst setup, busy accounting gst configuration, busy software gst checklist, busy gstr 1 setup, busy e invoice setup, busy hsn code master, busy gst reconciliation 2b, busy accounting software gst settings --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json