E-Invoicing Transition — Project Checklist
Six-phase project checklist for switching to e-invoicing: from stocktaking through format selection and technical implementation to staff training and quality assurance.
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Format: TXT · Size: ~7 KB · Updated: 2025-05-21
About this resource
Since 1 January 2025, German companies are required to be able to receive structured e-invoices. From 1 January 2027, all domestic B2B supplies must be invoiced using structured e-invoices. This presents a particular challenge for small and medium-sized enterprises, which must fundamentally restructure their invoicing processes in a short time.
This project checklist guides you step by step through all six transition phases: Phase 1 covers stocktaking of all invoice flows and assessment of existing systems. Phase 2 assists with the format decision between XRechnung, ZUGFeRD, and Factur-X. Phase 3 covers technical implementation — from software selection to test operations. Phase 4 addresses legal and tax prerequisites. Phase 5 covers staff training and supplier communication. Phase 6 establishes quality assurance for ongoing operations.
The checklist also includes a compact overview of all relevant deadlines (B2G obligations since 2020, B2B mandate from 2025/2027) and links to official specifications and portals (KoSIT, FeRD, ZRE, OZG-RE, Peppol).
How to use this template
Print out the checklist or open it digitally. Work through the phases sequentially — Phase 1 should be completed before Phase 2, and so on. Involve your tax advisor (Phase 4) and IT department (Phase 3) early. Record decisions and responsibilities in writing.
This resource is provided for informational purposes only. It does not constitute legal, tax, or professional advice. Always consult a qualified tax advisor or lawyer for your specific situation.