---
url: /gst-manager-shopify/guides/onboarding.md
description: >-
  Walk through GST Manager's 4-step Quick setup wizard on Shopify — GST
  identity, address, invoice numbering, and customer GST preferences.
---

# Quick setup wizard

When you open GST Manager for the first time, it automatically starts the **Quick setup wizard**. This takes 2–3 minutes and sets up your basic business details so your invoices are compliant from day one.

![Step 1 of the Quick setup wizard in GST Manager](/gst-manager-shopify/img/gst-manager-shopify-onboarding-wizard.png)
*Apps → GST Manager → Quick setup*

::: info Setup is required
Other app sections are locked until you complete these 4 steps. This ensures no orders are processed with missing or invalid tax information.
:::

## Step 1 — Tax & GST identity

1. **Company GSTIN** — enter your 15-character GSTIN (e.g. `27ABCDE1234F1Z5`). The first 2 digits automatically set your registered state.
2. **Legal name** — enter your registered business name as it appears on your GST certificate.
3. **Registered state** — check that the state matches your GSTIN prefix.
4. **Default GST rate (%)** — enter your standard rate (usually `18`). This is used as the default for products that don't have a specific rate assigned.
5. **Which lines feed the GST breakdown** — select *Tax only products marked taxable in Shopify (recommended)*.
6. Click **Next**.

## Step 2 — Address & contact

1. **Registered address** — enter the business address that should appear in the supplier header on invoices.
2. **Contact email** — enter the email address shown on invoices (pre-filled from your Shopify store settings).
3. Click **Next**.

## Step 3 — Invoice numbering

1. **Invoice prefix** — enter your desired prefix. Use `INV-FY-` to automatically include the financial year (e.g. `INV-2025-26-0001`) or a simple `INV-` for sequential numbers.
2. **Credit note prefix** — enter your prefix for refund documents (default: `CN-`).
3. **Financial year start month** — leave as `4` for April (standard Indian fiscal year).
4. **B2CL threshold (₹)** — leave as `250000` (₹2.5 Lakhs) for standard GSTR-1 large invoice reporting.
5. Click **Next**.

## Step 4 — Customer GST preferences

1. **Allow customers to provide a GSTIN** — keep this turned **On** if you sell to business buyers (B2B). Turn it off only if you sell strictly B2C.
2. **B2B Companies (Pro)** — if you use Shopify Plus B2B, turn this on to automatically pull tax IDs from Company profiles.
3. **Proforma PDFs (Pro)** — choose whether B2B buyers can download proforma invoices before payment.
4. Click **Finish setup**.

## What to do next

Once setup is complete, you will land on the main **Dashboard**. Follow these next steps:

1. [Set Shopify taxes to 0%](/gst-manager-shopify/guides/tax-setup) so taxes aren't double-counted.
2. [Enable the cart GSTIN embed](/gst-manager-shopify/features/gstin-capture) if you want customers to enter GSTINs during checkout.
3. Place a test order to verify your first invoice.

## Related pages

* [Configure Shopify taxes](/gst-manager-shopify/guides/tax-setup) — the essential next step
* [Configuration](/gst-manager-shopify/configuration) — edit settings anytime
* [Settings reference](/gst-manager-shopify/settings) — full list of all fields
* [Capturing the GSTIN](/gst-manager-shopify/features/gstin-capture) — how customers enter GSTINs