Release: February 12, 2026 📅
The previous filter “Missing receipts” is now called “Required receipts” – and now shows only what is truly relevant for you.
Why the change?
Not every transaction requires a receipt. The new filter ensures that you only need to take care of transactions where a receipt is actually required so that we can record them correctly.
What does the filter show now?
The filter only shows transactions where:
no receipt is available, and
we need a receipt to correctly categorize the transaction, and
the transaction has not yet been verified by us.
In short:
Everything shown here currently requires your attention.
What is no longer shown?
These transactions will no longer appear in the “Required receipts” filter:
Already verified transactions
Private transactions
Transactions that we can correctly assign without a receipt, for example:
recurring payments for software & licenses or telecommunications costs
certain tax and private bookings
This keeps the list clear and focused only on real to-dos.
View all transactions
If you want to see all transactions (including those that do not require a receipt):
Simply select the “All transactions” filter next to “Required receipts.”
There, you’ll get a complete overview of everything – regardless of whether a receipt is required or not.
Symbols explained
Small symbols in the transaction list help you quickly understand the status:
Paperclip 📎
→ A receipt is attached to the transaction
Checkmark ✅
→ The transaction has been categorized and verified by us
→ Green means: everything is completed
Do I need to categorize transactions myself?
Usually: no
We handle the categorization for you.
Exception: Private transactions
If a transaction is private, please let us know. You can do this easily by:
selecting the category “Private”, or
adding the note “private” in the personal note field
Uploading & deleting receipts – what’s important?
As long as a transaction has not been verified:
you can upload and delete receipts as often as you like
Once a transaction has been verified by us:
uploaded receipts can no longer be deleted
Want to make changes afterward?
Simply contact us – we’ll be happy to help.
Even if we were able to verify a transaction without a receipt (e.g., recurring payments), you can still upload a receipt later at any time if you need it.
Do you need support?
For our clients:
Feel free to reach out to us anytime at kontakt-team@smarta-steuern.de or book a consultation here – we're here for you!
Not a smarta client yet? No problem!
Book an appointment here for our comprehensive startup package or a consultation if you only have questions about specific topics.
Further questions?
Contact us via the app or by email at kontakt-team@smarta-steuern.de if you want to learn more about our consulting services or have other tax-related concerns.