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Accounting records archiving for the self-employed in Giez: the practical guide

Whether you run a Sàrl, an SA or a sole proprietorship in Giez, accounting records archiving eventually lands on your desk. Here are the practical reference points — legal basis, deadlines and common pitfalls — to decide with a clear head.

Digitalising accounting records archiving: what actually works

Security is part of digitalisation: named access, tested backups, encryption of sensitive data. A digital accounting file is protected like a safe — because it is one.

For an SME in Giez, the real gain of digitalised accounting records archiving shows day to day: no paper pile at month-end, VAT prepared continuously, and an owner reading today's figures rather than last quarter's.

The Swiss legal frame for accounting records archiving

Responsibility for the books is personal: in an SA, organising the accounting is one of the board's non-transferable duties (art. 716a CO); in a Sàrl, the managing directors carry the same duty. Outsourcing the execution never transfers that underlying responsibility, including for a company based in Giez.

One simple principle drives accounting records archiving: every franc in or out must be explainable by a document, an entry and an account. All of Swiss accounting law fits inside that traceability requirement.

A well-structured SME chart of accounts

A chart of accounts gets documented: one description line per account (what, when, VAT) is enough for two people to post the same way. It is the quality manual of accounting records archiving, valid in Giez as anywhere.

For a business in Giez, the Sterchi/Käfer structure also eases benchmarking: banks and fiduciaries reason on those standard classes to situate an SME's accounting records archiving.

Collaborative desk with laptops and documents, top view

QR-bills and friction-free collections

Instalments and partial payments are handled cleanly with distinct references per tranche: each collection finds its share, and the remaining balance stays correct at all times.

For accounting records archiving, invoicing fast changes everything: a service billed the week it is delivered gets paid noticeably earlier than a month-end batch invoice.

Giez: what changes, what does not

Working with a fiduciary from Giez no longer depends on geography: the documents of a business in Giez are shared online, while the canton Vaud keeps its own deadlines for the tax return.

For a business in Giez, that means VAT returns identical to anywhere in Switzerland, but a tax return and family allowances governed by the canton Vaud.

Frequently asked questions

What are the current Swiss VAT rates?

Since 1 January 2024: 8.1% (standard), 2.6% (reduced — for example food and medicines) and 3.8% (accommodation). Returns must be filed and paid within 60 days after the period ends (quarterly under the effective method, semi-annually under the net tax rate method). These federal rates apply unchanged in Giez.

Does MyFiducia.ai work for a business based in Giez?

Yes: the platform runs online, the rules applied are federal (VAT, CO, AHV), and the file can be shared with any fiduciary. A business in Giez manages its documents, VAT and exports exactly as anywhere in Switzerland.

What is simplified bookkeeping and who can use it?

Sole proprietorships and partnerships under CHF 500,000 of revenue may limit themselves to recording income, expenses and assets (art. 957 para. 2 CO). Once over the threshold — or upon founding a Sàrl or an SA — full accounts with balance sheet, income statement and notes become mandatory. The CHF 500,000 threshold is assessed the same way in Giez.

How long must records related to accounting records archiving be kept?

Ten years from the end of the financial year concerned (art. 958f CO). Electronic retention is permitted if the integrity and readability of the records are guaranteed — a serious digital archive validly replaces paper binders. A business in Giez can therefore archive fully digitally.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates accounting records archiving for businesses in Giez: AI-read documents, posting suggestions, VAT and exports ready for your fiduciary. Try the platform or browse our other guides.

The application is operated in French.

    Accounting records archiving for the self-employed in Giez