Pen pointing at a bar chart on paper

Everything that matters about accounting records archiving for IT companies in Genolier

Delegate, digitalise or do it all yourself? Around accounting records archiving in Genolier, every SME draws its own line. The reference points below — federal law, cantonal practice and lessons from the field — help you place the cursor well.

Digitalising accounting records archiving: what actually works

Access for the fiduciary, the auditor and employees is set by roles: view, enter, approve, close. Well-set rights protect the data and speed up collaboration.

For an owner in Genolier, a dashboard only has value if the data is fresh: automating data entry means, first of all, buying up-to-date information about your own business.

QR-bills and friction-free collections

Clear payment terms, a visible due date, exact details: half of late payments come from ambiguous invoices, not bad payers — the finding holds in Genolier too.

The winning trio remains: QR-bills for collections, e-banking connected to the accounts for statement imports (camt.053), and automatic matching rules. Exceptions — partial payments, duplicates, missing references — are then handled in minutes, not hours.

The Swiss legal frame for accounting records archiving

Three documents summarise the health of a Swiss business: the balance sheet (what it owns), the income statement (what it earns) and the notes (what else you should know). All the work of accounting records archiving converges on those three pages, in Genolier too.

The law also settles the form: accounts may be kept in a national language or in English, on paper or electronically (art. 957a para. 5 CO). That pragmatism lets accounting records archiving run entirely on digital tools — no paper binder is required.

Advisor handing a document and pen to a client

A well-structured SME chart of accounts

Nearly all Swiss SMEs rely on the standard SME chart of accounts (Sterchi/Käfer): classes 1 (assets) to 9 (closing), with revenue in class 3 and expenses in classes 4 to 6. Using this standard structure makes conversations with your fiduciary, auditor and tax administration far easier.

In an SME in Genolier, the chart of accounts is also a delegation tool: clear posting rules let a non-accountant prepare most entries without error.

Genolier: what changes, what does not

Sole proprietorship, Sàrl or SA in Genolier: the AHV contact remains the competent compensation office, and taxes follow the scales of the canton Vaud.

Genolier requires no special bookkeeping: the Code of Obligations applies at postal code 1272 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

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

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 Genolier 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 Genolier.

Which documents should be prepared for the year-end closing?

Bank and cash statements at the closing date, the inventory of stock and work in progress, final AHV/LPP/accident settlements, contracts signed or amended during the year, invoices straddling two years and the detail of accruals. With an up-to-date document archive, most of it is already there. The list is identical in Genolier: the CO dictates it, not the commune.

What is the difference between a limited and an ordinary audit?

The ordinary audit applies to companies exceeding, for two consecutive years, two of three thresholds: CHF 20 million balance sheet total, CHF 40 million revenue, 250 full-time positions. Others fall under the limited audit, and those with no more than ten full-time positions on annual average can opt out with all shareholders' consent. These federal thresholds do not depend on the registered seat — in Genolier as anywhere.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates accounting records archiving for businesses in Genolier: 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 IT companies in Genolier