Pen pointing at a bar chart on paper

Accounting automation for e-commerce in Egnach: rules, deadlines, best practice

Whether you run a Sàrl, an SA or a sole proprietorship in Egnach, accounting automation 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 automation: what actually works

Digitising does not mean hoarding PDFs: without the document-entry link, a digital file is as opaque as a box of archives — true in Egnach as everywhere.

Migrate in stages: supplier invoices first (high volume, immediate gain), then receivables with the QR-bill, finally payroll and the closing. At each stage, comparing one month before/after is enough to prove the gain — no theoretical promises needed.

QR-bills and friction-free collections

Since 30 September 2022, the QR-bill has fully replaced the old Swiss payment slips. The Swiss QR Code carries the IBAN (or QR-IBAN), the amount, the debtor and a structured reference: enough to match every incoming payment to its invoice automatically.

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

The Swiss legal frame for accounting automation

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 Egnach.

Art. 957a CO requires complete, truthful and systematic recording of transactions, each entry backed by a supporting document. For accounting automation, that means in practice: no movement without a receipt, and an audit trail that can be reconstructed at any time — including during a VAT or AHV inspection.

Smiling team looking at a laptop

A well-structured SME chart of accounts

The same chart serves three readings: accounting (accuracy), tax (accepted adjustments) and management (margins by activity). Modern software produces all three views without double entry.

Standard numbering also enables automation: stable posting rules (same supplier, same account) make data entry predictable and the audit faster. Avoid changing the chart of accounts mid-year — migrate at the closing date, with a documented mapping table.

Egnach: what changes, what does not

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

Egnach requires no special bookkeeping: the Code of Obligations applies at postal code 9314 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

Can accounting automation be automated with AI?

Largely, yes: automatic document reading, posting suggestions, bank reconciliation via QR references and VAT exports. Human approval remains essential — AI prepares, the professional checks. That is exactly how MyFiducia.ai approaches accounting automation.

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 Egnach: the CO dictates it, not the commune.

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 Egnach.

When is entry in the commercial register mandatory?

A Sàrl and an SA only come into existence with their registration. A sole proprietorship must register from CHF 100,000 of annual revenue; below that, registration stays voluntary but adds credibility and protects the business name. Registration goes through the canton's commercial register office — for Egnach too.

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Switch to accounting that keeps itself up to date

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

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