Pen pointing at a bar chart on paper

Everything that matters about VAT return digitalisation in Bex

Delegate, digitalise or do it all yourself? Around VAT return in Bex, 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 VAT return

AHV audits and VAT audits follow the same logic: start from the documents, trace to the entries, check consistency. A business in Bex with a clean audit trail sails through these exercises.

One simple principle drives VAT return: 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.

Digitalising VAT return: what actually works

A serious accounting document archive links every record to its entry, timestamps versions and logs access — exactly what Swiss bookkeeping regulation expects from probative electronic retention. Chronological filing by financial year becomes an automatic by-product.

The selection criterion for a tool is not the length of its feature list but the robustness of the daily flow: reliable bank imports, VAT computed correctly (8.1 / 2.6 / 3.8%), a complete audit trail from document to entry, and a clean export for the auditor or fiduciary. Everything else is secondary.

Outsource VAT return or keep it in-house?

Outsourcing does not exempt you from understanding: an owner who can read the balance sheet and the income statement challenges the fiduciary better — and pays for advice, not re-keying.

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.

Collaborative desk with laptops and documents, top view

Swiss VAT: rates, threshold and filings

Exports, services abroad, acquisition tax: as soon as anything international enters the picture, VAT gets demanding (place of supply, acquisition tax on services). Better to set the rules once with a professional than to correct three financial years.

A business in Bex that crosses the threshold mid-year must register without delay: retroactive registration with interest always costs more than signing up on time.

Bex: what changes, what does not

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

Federal deadlines do not move in Bex: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 1880 changes nothing about those rules, only the sender's address.

Frequently asked questions

Which social contributions does a Swiss employer pay?

AHV/IV/APG: 5.3% employer share (the same is withheld from the employee); unemployment insurance: 1.1% each up to CHF 148,200 a year; occupational pension (LPP) by age and plan (employer at least 50%); occupational accident insurance paid by the employer; family allowances by canton. For an employer in Bex, family allowances follow the canton's rates.

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 Bex as anywhere.

Do you need a fiduciary for VAT return, 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 Bex.

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 Bex.

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Switch to accounting that keeps itself up to date

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

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