Advisor handing a document and pen to a client

Receipt management for law firms in Lancy explained simply

Receipt management for law firms in Lancy rests on three pillars: federal law that applies across Switzerland, cantonal deadlines worth knowing, and tools that eliminate re-keying. This guide puts it all in order, fact by fact.

Digitalising receipt management: 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.

The winning pair for receipt management: a single inbox (e-mail, scan, photo) and one simple rule — no document sits more than a few days without a proposed entry.

The Swiss legal frame for receipt management

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

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 receipt management run entirely on digital tools — no paper binder is required.

Outsource receipt management or keep it in-house?

Splitting roles clearly avoids duplication: the company captures documents and approves payments; the fiduciary checks postings, closes the year and defends the file before the authorities. Each side does what it does best — and nobody keys the same invoice twice.

A business in Lancy can combine the models: internal day-to-day entry, monthly external supervision, closing and taxes with the specialist — receipt management splits very well.

Handshake during a business meeting, top view

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.

For the debtors of a business in Lancy, nothing changes on the payer's side: scan the code, confirm, pay. On the receipt management side, everything changes: the collection entry proposes itself, the receivables ledger updates continuously and reminders go out on exact balances.

Lancy: what changes, what does not

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

Lancy requires no special bookkeeping: the Code of Obligations applies at postal code 1212 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

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 Lancy too.

How long must records related to receipt 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 Lancy can therefore archive fully digitally.

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 Lancy as anywhere.

What are the legal obligations for receipt management 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 Lancy: federal law applies.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates receipt management for businesses in Lancy: 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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