2027 invoicing checklist: prepare your POS in Spain
Practical steps for restaurants and shops: deadline, declaration, invoicing tests, incidents, record preservation and staff training.
Before changing POS, use this checklist to gather documents, test your workflow and agree responsibilities with your provider and adviser. Your deadline depends on tax status.
1. Confirm scope and deadline
Record your taxpayer type, whether you use SII and the applicable territorial regime. Confirm the obligations for your transactions with your adviser.
Before
Affected Corporate Income Tax taxpayers
Before
Other affected taxpayers, including sole traders
First confirm that your business falls within the regulation's scope.
Source:AEAT · Plazos de adaptación de los SIFBOE · Real Decreto 1007/2023 (arts. 3, 8–17)
2. Gather documentation
- Declaration of responsibility for the installed version and producer details.
- Supported mode, updates and preservation procedure.
- Quote separating hardware, licence, setup and support.
3. Test a real trading day
Use the test or demonstration environment agreed with your provider; do not invent production sales to test the system.
- Simplified invoice, full invoice and tax QR.
- Traceable refund or correction, without improperly editing generated records.
- Connection outage, recovery and handling of rejections or errors.
- Cash closing, exports for your adviser and access to records.
4. Train staff and record the rollout
Leave brief instructions for issuing invoices, correcting errors and reporting incidents. Record the version, installation date and support contact. Agree who checks updates and regulatory changes.
Your next step
Keep this checklist with your POS documentation and review it with your adviser and provider. Preparation involves software, documents and people.
Sources and documentation
- AEAT · Plazos de adaptación de los SIF
- BOE · Real Decreto 1007/2023 (arts. 3, 8–17)
- AEAT · Declaración responsable del software
Sources checked:
An information guide for businesses in Spain. Confirm your scope and obligations with your adviser, and verify software capabilities for the version you purchase.
Prepare your business's next step
Ask our team about the POS configuration, documentation and support your business needs.
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