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Tax advisory template in Dulliken: what every SME should know

Swiss accounting law (art. 957 ff. of the Code of Obligations) sets a precise frame, yet day-to-day practice often stays fuzzy. This guide walks through what actually matters for a business based in Dulliken.

The Swiss legal frame for tax advisory

Swiss accounting law has been unified in the Code of Obligations since 2013: the same bookkeeping rules (art. 957a CO) and retention rules (art. 958f CO — 10 years for books, vouchers and reports) apply regardless of legal form. Tax advisory sits squarely within this frame, including for companies based in Dulliken.

One simple principle drives tax advisory: 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.

Year-end closing: how the mechanics work

The closing is prepared all year long: a monthly bank reconciliation and accruals tracked as you go turn the year-end into a formality, for businesses in Dulliken too.

A well-ordered closing file speeds everything up: bank statements at the closing date, a signed inventory, final AHV/LPP/accident settlements, new or amended contracts, and support for the accruals. Tax advisory in Dulliken then finishes in days, not weeks.

Outsource tax advisory or keep it in-house?

Outsourcing tax advisory to a fiduciary frees up time and secures compliance; keeping it in-house preserves a continuous view and costs less in fees. The best answer is often hybrid: the company captures and digitises as it goes, the fiduciary supervises, closes the books and represents the company before the authorities.

For tax advisory, the internal-external duo works when both sides see the same file: same entries, same documents, same deadlines. Misunderstandings are born from parallel copies.

Advisor handing a document and pen to a client

A Swiss SME's accounting calendar

An accounting calendar only lives if it is shared: owner, in-house bookkeeper and fiduciary must see the same deadlines and the same status — the rule holds for every SME in Dulliken.

For tax advisory, two dates lock themselves in every year: the January salary declaration and the general meeting within six months — everything else is planned around them.

Dulliken: what changes, what does not

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

Dulliken requires no special bookkeeping: the Code of Obligations applies at postal code 4657 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

How long must records related to tax advisory 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 Dulliken can therefore archive fully digitally.

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 Dulliken.

What are the legal obligations for tax advisory in Switzerland?

The foundation is the Code of Obligations: proper bookkeeping (art. 957a CO), annual accounts (balance sheet, income statement, notes) and 10-year retention of books and records (art. 958f CO). VAT applies from CHF 100,000 of turnover, and social insurance settlements from the first employee. Nothing is different in Dulliken: federal law applies.

Do you need a fiduciary for tax advisory, or can you do it yourself?

Both are defensible. Below CHF 500,000 of revenue, a sole proprietorship may keep simplified accounts itself. As soon as payroll, VAT and a closing with tax stakes are involved, professional support prevents mistakes that cost more than the fees. With a shared platform, the fiduciary does not even need to be in Dulliken.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates tax advisory for businesses in Dulliken: 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.

    Tax advisory template in Dulliken | MyFiducia.ai