Busy Accounting GST Setup Checklist (Free)

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12 critical items still open - these are the highest-risk gaps.

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Company and party masters

Company GSTIN, legal name, trade name and state entered exactly as on the GST certificateCRITICALRegistration type set correctly: regular, composition or unregisteredCRITICALEvery customer and supplier has GSTIN, state and registration type recordedCRITICALGSTIN format validated for each party and obvious errors correctedMultiple branches with separate GSTINs configured as separate registrationsBilling and shipping addresses stored where they differ

Items, HSN and tax categories

HSN or SAC code assigned to every item and serviceCRITICALGST rate set per item through tax categories, not typed at voucher levelCRITICALExempt, nil rated and non-GST items separated from taxable itemsCess configured where applicableUnit of measure matches the unit quoted in the GST return UQC listHSN digit length matches your turnover based requirement

Sales and purchase vouchers

Place of supply correct so IGST versus CGST and SGST is applied properlyCRITICALInvoice series and numbering follow GST rules: unique, sequential, up to 16 charactersCRITICALReverse charge purchases marked and tax liability postedCredit notes and debit notes linked to the original invoiceAdvance receipts and adjustments handled in the correct tax periodRound off and discount treatment checked on a sample invoice

E-invoice and e-way bill

Check if e-invoicing applies at your aggregate turnover and enable it if soCRITICALAPI or portal credentials for IRP and e-way bill configured and testedIRN and QR code print correctly on invoice formatVehicle, distance and transporter fields captured for goods movementProcess in place for cancelling an e-invoice or e-way bill within the allowed windowCRITICALBulk e-way bill generation tested on a few invoices

Returns and reconciliation

GSTR-1 data generated from Busy and compared to books before filingCRITICALGSTR-3B liability and input credit tallied with ledgersCRITICALPurchase register reconciled with GSTR-2B for eligible input tax creditCRITICALBlocked credit and ineligible items posted to separate ledgersReturn filing dates calendared with an owner for each returnData backup taken before each month end return run

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.

GST reconciliation automation

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How to use this checklist

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

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.

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

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

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.

Frequently Asked Questions

How do I set up GST in Busy Accounting Software?

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?

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?

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?

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.

If your GST process spans Busy plus other systems, Netray can build reconciliation and reporting automation that reads your data privately and flags mismatches.

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Busy Accounting GST Setup Checklist