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Fiduciary services for SA companies in Dully explained simply

Whether you run a Sàrl, an SA or a sole proprietorship in Dully, 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 Dully too.

One simple principle drives fiduciary services: 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.

Outsource fiduciary services or keep it in-house?

A good test before choosing: ask the fiduciary HOW it wants to receive the documents. A precise answer (formats, frequency, platform) says more than any brochure — including in Dully.

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.

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 Dully 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. Fiduciary services in Dully then finishes in days, not weeks.

Team analysing financial charts around a table

Digitalising fiduciary services: what actually works

Security is part of digitalisation: named access, tested backups, encryption of sensitive data. A digital accounting file is protected like a safe — because it is one.

For an SME in Dully, the real gain of digitalised fiduciary services 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.

Dully: what changes, what does not

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

Federal deadlines do not move in Dully: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 1195 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 Dully can therefore archive fully digitally.

When must a business register for VAT?

As soon as its worldwide annual turnover reaches CHF 100,000 (CHF 250,000 for non-profit sports or cultural associations). Below that, voluntary registration remains possible and often makes sense to reclaim input VAT on investments. The threshold is federal: it applies in Dully as everywhere in Switzerland.

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

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

When is entry in the commercial register mandatory?

A Sàrl and an SA only come into existence with their registration. A sole proprietorship must register from CHF 100,000 of annual revenue; below that, registration stays voluntary but adds credibility and protects the business name. Registration goes through the canton's commercial register office — for Dully too.

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

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