> For the complete documentation index, see [llms.txt](https://help.takulabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.takulabs.io/how-to-get-started/onboarding-checklist.md).

# Onboarding Checklist

## Initial System Setup

You can easily customize the general [Business Settings](/how-to-get-started/general-settings/editing-business-details.md) in TAKU to meet the needs of your business. However, if you want to get started quickly, simply review the following key settings:

1. How to [set up taxes](/how-to-get-started/general-settings/taxes.md) for the following:
   * [Sales Taxes](/how-to-get-started/general-settings/taxes/creating-sales-taxes.md)
   * [Tax Rules](/how-to-get-started/general-settings/taxes/creating-tax-rules.md)
   * [Tax Categories](/how-to-get-started/general-settings/taxes/creating-tax-categories.md) (used for rebates & exemptions, for example [native tax status](/how-to-get-started/general-settings/taxes/tax-exceptions.md))
2. How to set up [inventory categories](/how-to-get-started/general-settings/inventory-settings/inventory-categories.md) (e.g. vitamins, drinks)
3. (Optional) How to set up [account groups](/how-to-get-started/general-settings/account-settings/account-groups.md) (e.g. VIP, seniors)
4. (Optional) How to set up [brands](/how-to-get-started/general-settings/inventory-settings/brands.md) for products (e.g. Nike)
5. (Optional) How to set up [inventory options](/how-to-get-started/general-settings/editing-business-details/inventory-options-settings.md) for products with multiple variants (e.g. size, color)
6. How to set up [cashout settings](/how-to-get-started/store-settings/cashout-settings.md) for daily settlement