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Invoice compliance check (Section 14 UStG in conjunction with Section 33 UStDV)

Candis automatically checks invoices for mandatory details under §14 UStG and §33 UStDV, helping users quickly identify incomplete or incorrect invoices and request supplier corrections to ensure compliance and input VAT eligibility.

Thomas Heudecker avatar
Written by Thomas Heudecker
Updated this week

How does the § 14 check work exactly (what is possible and what is not)?

The § 14 check in Candis verifies incoming invoices for the mandatory information required under § 14 of the German VAT Act (UStG) and — for small-value invoices — under § 33 of the VAT Implementation Regulation (UStDV).

The goal is to identify incorrect or incomplete invoices at an early stage, allowing users to request corrections from suppliers in time and thereby ensure a compliant basis for input VAT deduction.

What the check can do

Candis automatically validates all mandatory fields that can be detected and verified through automated and AI-assisted processing. These include:

  • Name and address of the supplier and recipient

  • Supplier’s tax number or VAT identification number

  • Invoice date

  • Date of supply or service (if different from the invoice date)

  • Net, tax, and gross amounts

  • Applicable VAT rate

  • Reference to tax exemption or special rule (e.g., reverse charge)

For simplified invoices (up to €250 including VAT), Candis checks the corresponding reduced mandatory fields in accordance with § 33 UStDV.
If the invoice amount is stated in a foreign currency, it is converted into euros in the background to determine whether it falls below the €250 threshold and thus qualifies for the simplified requirements.
The original currency and the amount shown on the invoice remain unchanged.

Candis also takes special cases into account, such as:

  • Reverse charge (§ 13b UStG)

  • VAT exemptions (§ 4 UStG, e.g., exports, postal services, rentals)

  • Automatic exemptions where no explicit reference is required

Candis can also detect acceptable deviations, for example:

  • Missing country name if the address is still clearly identifiable

  • Slight variations in the recipient’s name

  • Missing service date if it matches the invoice date

  • 0% VAT without explanation → warning instead of error

These cases generate non-blocking warnings, which recommend manual review but do not interrupt the process.

What the check (currently) cannot do

  • Validation of line-item data (e.g., quantities, item descriptions, sequential invoice numbers)

  • Special cases for travel expenses or mobile payments (Travel & Mobile not yet integrated)

  • E-invoice formats such as XRechnung or ZUGFeRD (currently not automatically validated)

  • Legal interpretation in ambiguous cases – Candis performs only technical and formal validation

Important note:
The § 14 check supports the formal validation of invoices but does not replace tax or legal assessment.
An invoice that passes the check is not automatically legally compliant.
Responsibility for the correctness of bookkeeping and the proper application of VAT remains with the company.


Who is the check relevant for – and why?

Target group

The § 14 check is designed for requesters who handle incoming invoices and prepare them for approval.
It helps them identify formal errors early on and, if necessary, request corrections from suppliers before the invoice proceeds to approval or posting.

Relevance

The validation under § 14 of the German VAT Act (UStG) is essential because only compliant invoices entitle a company to input VAT deduction (§ 15 UStG).
Incorrect or incomplete invoices can result in:

  • Loss of input VAT deduction

  • Back payments or interest charges

  • Accounting records being deemed non-compliant

Candis minimizes this risk by detecting potentially incorrect invoices before posting and providing guidance for correction.


What changes in users’ day-to-day work?

Before

  • Manual review of each invoice by accounting staff

  • Risk that incomplete invoices might be booked unnoticed

  • High effort and uncertainty in assessing special cases (e.g., reverse charge)

After introducing the § 14 check

  • Automatic validation of all relevant invoice data

  • Direct notifications and warnings in the invoice overview

  • Fewer follow-ups with suppliers and accounting teams

  • Improved data reliability during tax audits (e.g., GoBD or external audits)

In summary

The § 14 check saves time, reduces tax risks, and improves the quality of accounting data — without assuming any tax responsibility or providing legal guarantees.

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