Frequently Asked Questions

a credit note in BUSY but it is not appearing in my GSTR-3B report Here's a step-by-step guide to ensure their proper reflection:
 Step 1: Create Credit Notes from transaction menu 
 Step 2 : Assign the appropriate tax rates to credit notes, especially if they involve GST. 
 Step 3 : Navigate to the Display section, and look for the GST Returns - GSTR-3B report.
 Step 4 : Report based on the relevant tax period (usually a month or a quarter)
 Step 5 : When you generate the GSTR-3B report, it should automatically include the credit notes 
 Step 6: Carefully review the GSTR-3B report to ensure that the credit notes are accurately reflected in the report.

To reconcile sales amounts from different reports in BUSY.here are the steps :
 Step 1: Open BUSY
 Step 2: ccess the Reports from display menu .
 Step 3: Look at the sales totals in each report
 Step 4: Make sure you're looking at the same date range in all reports.
 Step 5: Check if all sales transactions are included in each report. Step 6: Verify if any canceled or returned orders are affecting the totals.
 Step 7: Ensure that taxes and discounts are calculated Step 8: If you deal with multiple currencies, check if the currency conversion rates are the same in all reports.
 Step 9: After making changes, run update master balance utility from Housekeeping Mneu .

You can check the tax amount which you have to pay to the government in each month.For the GST input tax credit amount, You have to pass the journal entry for adjusting the GST input with GST Output month wise so that ledger balance properly get maintained in BUSY.
 Pls follow the below steps.
 Step 1: Click on Display menu
 Step 2: Then GST Reports
 Step 3: Then GST Summaries
 Step 4: Then GST Summary and select the date range 
 Step 5: Then press the shortcut key F4 and select the Input Output adjustment from the popup window.After that the journal voucher get post automatically where DEBIT the GST output Account and CREDIT the GST input Account.

In BUSY, we have to add tax rate in Item master with HSN Code, GST details in party master and charge GST during Voucher entry. Accordingly will reflect in GST Reports and generate ereturn also.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Account 
Step 4: Add it and mention the Required GST Details like Country, State ,GST Number, PAN Number and Type of Dealer. GST Validate option is given.
Step 5: Item
Step 6: Add it with GST details like Correct Tax rate , HSN Code. HSN Validation option is given.
Step 7: Transaction
Step 8: Select the required Voucher type and charge GST by selecting Sale/Puc Type.
Step 9: Under Display Menu, Can check GST Reports with multiple filteration type.

If the tax rate you configured is showing the right percentage on one screen but when you go to actually calculate tax on an invoice, it is wrong, the you need to check below reasons: 
 1. First, make sure you select the correct sale type as per the required tax rate. If you select a tax-inclusive and item-wise tax rate, then it will show the tax rate at the item level, or if you select an indivisual tax rate and a multi-tax rate, then you should apply the tax to the bill-sundery level for accurate tax calculations. 
 2. Also, make sure the item master tax category selected is correct as per the required tax rate.

The specific steps may vary depending on the software you're using, but here's a general guideline:
 Step 1: Once you are logged into the software, look for the Display menu.
 Step 2: Within the Display menu, you should find a submenu or option related to Purchase register Reports.
 Step 3: Click on it to proceed.
 Step 4: In the Purchase register Reports section,Look for the option labeled show bifurcation of tax amounts . Step 5: You can add discount by adding custom column . Step 6: Review the Bifurcation of Tax Rate Wise and Genate the report . Step 7: This report will display a breakdown or bifurcation of the output tax data based on tax rates.

amount is showing as less than expected in one BUSYAccounting report but not reflecting correctly in another linked report to match both reports amount.
 as a example your sales value in Profit and Loss report and in GST summary showing different for match both reports taxable value follow these steps 
 step 1: go to the GST reports 
 step 2: click on GST audit report and open reconcile accounts and GST 
 step 3: then select relevant option from sales. purchase and acc. voucher.
 step 4: mentioned start and end date then open report
 step 5: there you can find if any mismatch showing in both reports you can rectify it and verify both reports amounts.

If the GST tax is calculating at 3% instead of the expected 6% rate, you need to check the reasons below: 
 Step 1: You need to check the GST tax percentage as per the government regulations you require and apply it in your BUSY schedule. For this, you need to follow the below steps: 
 Step 2: Go to Administration, then select Masters, then select Tax Category, then select Modify, and select the tax category that you want to update. 
 Step 3: In the tax category master, you can update the tax percentage as per the government regulation in the changes in tax rates option. In this, you can update according to your update date.

If you are seeing a difference between the GST liability amount shown in the GST portal 
versus in the BUSY that means you have not adjusted GST input and Output properly 
follow the steps to resolve the issue 
1 Go to display menu and click on gst reports 
2 click on GST summaries then click on GST summary 
3 select the period and ok 
4 after opening the gst summary report click F4 to adjust gst one by one 
first adjust input output adjustment then click on cross adjustment then on RCM to regular 
tax adjustment and passout the jouranl vouchers create by BUSY automatically
5 after all adjustment then BUSY will show you the correct tax liablity

Please follow below steps if you are unable to change B2B transaction to B2C:
 Step 1: Make sure you have selected type of dealer as UN-Registered in party master
 Step 2: If using billing/shipping details option in voucher ensure that gst report basis is as per party master or as per billing/shipping details 
 Step 3: If it is selected as billing/shipping details it means gst report will generate according to the billing/shipping window
 Step 4: If it is selected as as per party master it means gst report will generate according to the party master specified by you in voucher
 Step 5: Make sure all the details specified in voucher in all the fields is accurate