DownloadChecklistsPDF · EN2 pages
GoBD checklist for digital record keeping
Ten checkpoints from the German GoBD – traceability, timely capture, immutability, retention periods, data access – each with the features that support it.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
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MoreWhat's inside
- Traceability and verifiability
- Complete and timely capture
- Order
- Immutability and change logging
- Retention periods
- Electronic capture of paper documents
- Readability and format conversion
- Data security and access control
- Internal control system
- Procedural documentation and data access
Who it is for
Management, accounting and tax advisors aligning digital record keeping with the German GoBD – ten checkpoints with paragraph references to tick off.
Key facts
- Ten checkpoints with GoBD paragraph (Rz.) and chapter references
- Traceability, timely capture, immutability, retention periods, data access
- For every point the supporting PaperOffice AI feature
- Two pages; no substitute for tax or legal advice
Questions and answers
Frequently asked questions about this download
What are the GoBD?
The German principles for the proper keeping and storage of books, records and documents in electronic form and for data access – the administrative rule of the Federal Ministry of Finance that the tax authorities use to assess digital record keeping.
How does PaperOffice AI help with immutability?
Versions and the audit log keep every state; workspaces with retention periods and WORM protection prevent records from being changed or deleted before the period ends.
Do I also need procedural documentation?
Yes. The GoBD require procedural documentation that shows the content, structure, process and results of the procedure. The checklist names the point and the features that provide evidence; the documentation itself is written by the company.
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