Library
Bookkeeping Basics

Cash & Accounts Administration

(The "If You Mess This Up, You're Jailed" List)

3.1 Bookkeeping Basics

(Or: "How to sleep at night without fearing a midnight tax raid.")

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3.1.1 Voucher Entry

The Spinal Cord of Your Business

"No vouchers = No proof = GST officer's playground."

💡 Battle-Tested Rules:

• The 24-Hour Rule: Record every transaction within one business day

• Golden Trio: Every voucher must have:

1. Dated receipt/bill

2. Payment method (Cash/UPI/Cheque No.)

3. Category tag (Marketing/Rent/Inventory)

• Horror Story: A Kanpur trader couldn't claim ₹18L in expenses during audit because his "vouchers" were WhatsApp messages.

Self-Assessment:

✅ All cash transactions recorded same day?

✅ Digital backup of physical receipts?

✅ Separate personal & business expenses?

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3.1.2 Invoice Generation

(Where Most Startups Get Slaughtered)

GST Invoice Checklist:

Field Cost of Missing It

GSTIN of recipient 100% penalty on tax credit

HSN Code ₹50,000 fine per invoice

Place of Supply Wrong IGST/CGST = Double tax

🔥 Bloodbath Case:

A Ludhiana manufacturer auto-generated invoices without HSN codes - got slapped with ₹7.2L in penalties for just 48 invoices.

Pro Tools:

• Zoho Invoice (Free for <5 users)

• Tally Prime (Gold standard)

• ClearTax (For GST newbies)

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3.1.3 Receipt Tracking

(The Art of Not Losing Money)

Payment Method Risks:

Type Danger Safety Net

Cash "Disappears" easily Signed vouchers + CCTV

Cheque Bounce risk (Section 138 NI Act) Always take post-dated cheque photos

UPI No paper trail Screenshot + reconcile daily

💀 Nightmare Scenario:

A Hyderabad startup's accountant pocketed ₹8K/day for months by deleting UPI payment notifications.

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🛡️ Bookkeeping Health Check

"How bulletproof are you?"

Component 😱 Jail Time 🛠️ Survivable 🛡️ Audit-Proof

Vouchers Shoebox full of crumpled bills Excel sheets Cloud accounting software

Invoices Handwritten on notepad GST-compliant but manual Auto-generated with HSN

Receipts "Trust me bro" system Some UPI screenshots Digital archive + backups

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🚨 Crisis Protocols

"When the taxman cometh:"

Disaster Emergency Fix Prevention

Missing purchase bills Get duplicate from vendor + affidavit Implement bill approval workflow

Wrong GST charged Issue credit note within time limit Use invoice validation tools

Cash shortage Document every paisa movement Go cashless wherever possible

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📌 Pro Tips for Founders

1. The 7-Year Rule: Maintain records for 7 years (Income Tax Act requirement)

2. Three-Person Rule: No single person should handle recording, approval & payment

3. Monthly Ritual: Every 30th, print bank statements and match with books

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🎯 Final Thought

"Your books aren't just for taxes—they're the pulse of your business. No pulse = Dead company walking."