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Accounting outsourcing template in Tannay without the stress: how it works

Between VAT, social contributions and the year-end close, a Swiss SME juggles dozens of deadlines a year. This page focuses on accounting outsourcing in Tannay: what the law requires, what can be automated, and when to delegate.

The Swiss legal frame for accounting outsourcing

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

The annual accounts (art. 958 CO) consist of the balance sheet, the income statement and the notes; they must be drawn up within six months of the year-end so the general meeting can approve them. A delay here cascades into the tax return and the final social insurance settlements.

Year-end closing: how the mechanics work

The CO's accounting principles frame the closing: regularity, prudence and consistency of presentation (art. 958c CO), on the going-concern assumption (art. 958a CO). In practice, that means valuation methods kept constant from one year to the next — and documented whenever they change.

The timetable is tight: accounts drawn up and approved by the general meeting within six months of the year-end. For accounting outsourcing, chasing missing documents from January (bank statements, contracts, insurance settlements) avoids the last-minute sprint and auditor reservations.

Digitalising accounting outsourcing: 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 Tannay as everywhere.

For an SME in Tannay, the real gain of digitalised accounting outsourcing shows day to day: no paper pile at month-end, VAT prepared continuously, and an owner reading today's figures rather than last quarter's.

Pen pointing at a bar chart on paper

Outsource accounting outsourcing 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.

For accounting outsourcing, a quarterly 30-minute check-in with the fiduciary beats an annual marathon: questions get handled while they are small.

Tannay: what changes, what does not

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

Tannay requires no special bookkeeping: the Code of Obligations applies at postal code 1295 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

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 Tannay: 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 Tannay as anywhere.

What are the legal obligations for accounting outsourcing 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 Tannay: federal law applies.

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 Tannay.

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Switch to accounting that keeps itself up to date

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

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