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 bills: These do not contain any payment data, but only information on the delivery and the contents supplied. As commercial letters, they are subject to a retention period of 6 years in accordance with Section 147 of the German Fiscal Code (AO).
Delivery bills 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 check the provisions of Section 147 of the German Fiscal Code (AO) or seek advice from a legal expert.
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