Team analysing financial charts around a table

E-invoicing required documents in Caslano: rules, deadlines, best practice

Delegate, digitalise or do it all yourself? Around e-invoicing in Caslano, 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.

Digitalising e-invoicing: what actually works

Access for the fiduciary, the auditor and employees is set by roles: view, enter, approve, close. Well-set rights protect the data and speed up collaboration.

For e-invoicing, migrating history must not block the start: begin on day one of the current financial year and import the history later if needed.

Outsource e-invoicing 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.

A business in Caslano is no longer limited to fiduciaries in its canton: with a shared online platform, collaboration works remotely, documents and entries visible to both sides in real time. The choice widens to all of Switzerland — competence becomes the criterion again, not the postcode.

QR-bills and friction-free collections

Reminders work best graduated: a neutral first reminder, a firm second, then formal notice — each generated from exact balances, never from memory.

A business in Caslano can collect by QR-bill even without sophisticated software: what matters is that every incoming payment finds its invoice, manually or automatically.

Advisor handing a document and pen to a client

The Swiss legal frame for e-invoicing

Whether a business sits in Caslano or elsewhere in Switzerland, the same federal law applies — one of the strengths of the Swiss system for e-invoicing. Cantonal differences concentrate on taxation (rates, filing deadlines); bookkeeping itself follows art. 957 ff. CO everywhere.

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.

Caslano: what changes, what does not

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

Federal deadlines do not move in Caslano: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 6987 changes nothing about those rules, only the sender's address.

Frequently asked questions

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 Caslano as anywhere.

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 Caslano, family allowances follow the canton's rates.

What are the legal obligations for e-invoicing 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 Caslano: federal law applies.

How long must records related to e-invoicing 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 Caslano can therefore archive fully digitally.

Also worth reading

In neighbouring municipalities

Switch to accounting that keeps itself up to date

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

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