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Salary certificate with AI in Concise: rules, deadlines, best practice

Delegate, digitalise or do it all yourself? Around salary certificate in Concise, 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.

The Swiss legal frame for salary certificate

In Switzerland, the duty to keep accounts stems from art. 957 ff. of the Code of Obligations. Legal entities (Sàrl, SA) and sole proprietorships with at least CHF 500,000 in revenue keep full accounts: balance sheet, income statement and notes. Below that threshold, a simplified record of income, expenses and assets is sufficient.

Also worth knowing: accounts may be drawn up in the currency most relevant to the business; if that is not the franc, values must additionally be stated in CHF (art. 958d para. 3 CO). Internationally active companies gain books that match their economic reality.

A Swiss SME's accounting calendar

Every deadline has an owner: an obligation “of everyone” is kept by no one. Naming one person per deadline family (VAT, payroll, taxes) closes the gaps.

For salary certificate, year-end is prepared in October: last invoices, investment decisions, provisions to assess — December is too late to act, January is for recording.

Digitalising salary certificate: what actually works

The classic digitalisation traps are avoidable: scanning without quality control (unreadable records), stacking disconnected tools (double entry in disguise), or neglecting access rights. One single flow from document to entry, with clear roles, beats five shiny apps.

For an owner in Concise, 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.

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Outsource salary certificate or keep it in-house?

Responsibility stays with the client: the fiduciary executes with care, but the signed accounts bind the company. Understanding what you sign is not optional.

Changing fiduciary is not a drama: the accounting data belongs to the company, and a clean export (entries, chart of accounts, linked documents) allows a transition at year-end. A provider who locks in a client's data says a lot about how it works.

Concise: what changes, what does not

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

Federal deadlines do not move in Concise: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 1426 changes nothing about those rules, only the sender's address.

Frequently asked questions

Effective VAT method or net tax rate: how to choose?

The effective method deducts actual input VAT and files quarterly; the net tax rate method applies a flat industry rate to turnover, semi-annually, with no separate input VAT deduction. The flat rate suits low-cost structures; as investments grow, the effective method usually wins again. The choice rests on the company's own figures, in Concise as anywhere.

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

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 Concise manages its documents, VAT and exports exactly as anywhere in Switzerland.

How much does salary certificate cost in Concise?

It depends on document volume, the number of salaries and VAT complexity — no serious figure can be quoted without examining the file. Two levers cut the bill everywhere: digitised, well-filed receipts and software that prepares entries instead of having them re-keyed.

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 Concise as anywhere.

Also worth reading

In neighbouring municipalities

Switch to accounting that keeps itself up to date

MyFiducia.ai automates salary certificate for businesses in Concise: 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.

    Salary certificate with AI in Concise | MyFiducia.ai