When disposing of delivery notes, caution is advised, as delivery notes that are part of a financial record must be archived according to legal requirements. Generally, there is a distinction between simple delivery notes and those that function as invoices:
Simple Delivery Notes: These do not contain payment data, only information about the delivery and its contents. As commercial letters, they are subject to a retention period of six years according to §147 of the German Tax Code (AO).
Delivery Notes as Invoices: If a delivery note also includes a payment request, it is considered an invoice. Invoices have a longer retention period of ten years, as also stipulated in §147 AO.
To ensure that your company complies with the correct retention periods, please review the regulations in § 147 of the German Tax Code (AO) or consult a legal expert for advice.
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