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Accounting document management online in Riehen: the practical guide

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

Digitalising accounting document management: what actually works

The classic digitalisation traps are avoidable: scanning without quality control (unreadable records), stacking disconnected tools (double entry in disguise), or neglecting access rights. One single flow from document to entry, with clear roles, beats five shiny apps.

Electronic archiving is fully recognised: Swiss bookkeeping regulation admits electronic retention of records provided integrity and readability are guaranteed for the 10 years of art. 958f CO. A paper binder is no longer an obligation — provided the archiving system is serious.

QR-bills and friction-free collections

Technically, two routes coexist: the classic IBAN with an optional reference, or the QR-IBAN which requires a structured 27-position QR reference. Only the second route makes matching truly automatic — every payment carries the exact identifier of its invoice.

For accounting document management, invoicing fast changes everything: a service billed the week it is delivered gets paid noticeably earlier than a month-end batch invoice.

The Swiss legal frame for accounting document management

A small business does not mean small obligations: from the first salary or the first VAT return, mistakes get expensive — in Riehen as anywhere.

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.

Meeting in a bright conference room

A well-structured SME chart of accounts

Shareholder current accounts demand strict hygiene: every private withdrawal documented, interest at the rates accepted by the tax administration, and a clean-up at closing.

For accounting document management, a few well-chosen analytical accounts (by activity, by site) beat a forest of sub-accounts nobody ever reads.

Riehen: what changes, what does not

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

Federal deadlines do not move in Riehen: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 4125 changes nothing about those rules, only the sender's address.

Frequently asked questions

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 Riehen as anywhere.

How long must records related to accounting document management 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 Riehen can therefore archive fully digitally.

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 Riehen 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 Riehen, family allowances follow the canton's rates.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates accounting document management for businesses in Riehen: 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.

    Accounting document management online in Riehen