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Fiduciary services for IT companies in Erlach: the practical guide

Whether you run a Sàrl, an SA or a sole proprietorship in Erlach, fiduciary services eventually lands on your desk. Here are the practical reference points — legal basis, deadlines and common pitfalls — to decide with a clear head.

The Swiss legal frame for fiduciary services

Three documents summarise the health of a Swiss business: the balance sheet (what it owns), the income statement (what it earns) and the notes (what else you should know). All the work of fiduciary services converges on those three pages, in Erlach too.

The law also settles the form: accounts may be kept in a national language or in English, on paper or electronically (art. 957a para. 5 CO). That pragmatism lets fiduciary services run entirely on digital tools — no paper binder is required.

Digitalising fiduciary services: 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.

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

Outsource fiduciary services or keep it in-house?

Outsourcing fiduciary services 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.

A clear mandate agreement states who does what by when: document handover, posting deadlines, filing calendar, and responsibility for delays. A shared platform (same data, same document archive) between the company and its fiduciary eliminates binder ping-pong and duplicate entry.

Advisor handing a document and pen to a client

Year-end closing: how the mechanics work

Accrual accounting is the technical heart of the closing: every income and every expense belongs to the year it economically concerns, regardless of the payment date. Rents paid in advance, insurance premiums straddling the date, supplier invoices arriving in January: all flow through accrual accounts.

A company in Erlach that presents clean, punctual annual accounts gains credibility — with its bank, its suppliers and the tax administration.

Erlach: what changes, what does not

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

Federal deadlines do not move in Erlach: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 3235 changes nothing about those rules, only the sender's address.

Frequently asked questions

How long must records related to fiduciary services 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 Erlach can therefore archive fully digitally.

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

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

What are the legal obligations for fiduciary services 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 Erlach: federal law applies.

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 Erlach as anywhere.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates fiduciary services for businesses in Erlach: 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.

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