Most GST headaches in any accounting software trace back to the setup stage. Getting a few settings right before you raise your first invoice makes compliance far smoother later.
Start with your organisation profile
Make sure your business details, state and GSTIN are entered correctly. Place of supply and tax calculations depend on them.
Configure tax rates and groups
Review the tax rates you actually use, and set up the right tax for each item or service so invoices pick it up automatically.
Capture GST details for every contact
Each customer and vendor should have the correct GST treatment and GSTIN where applicable. This drives how tax is applied on their transactions.
Set up items with HSN/SAC codes
Adding HSN or SAC codes to your items and services keeps invoices and GST summaries accurate.
Test before going live
Raise a few test invoices and bills and check the tax calculation and GST reports before you start live billing.
Want it done right the first time? Our Zoho Books setup & implementation service includes company setup, chart of accounts, GST setup, invoicing structure and reports customization.