Advisor handing a document and pen to a client

Accounting software with AI in Vex: rules, deadlines, best practice

Delegate, digitalise or do it all yourself? Around accounting software in Vex, 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 accounting software: what actually works

Artificial intelligence has changed the economics of accounting software: automatic invoice reading reaches recognition rates that make manual entry marginal, and posting suggestions learn from corrections. The accountant does not disappear — the job shifts from data entry to control and advice.

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

A well-structured SME chart of accounts

The test of a good chart of accounts is a single question: can the owner find the margins in three clicks? If not, the chart serves the tax office but not the business — even in Vex.

The chart of accounts is also the hinge to VAT: every revenue account carries its rate (8.1%, 2.6%, 3.8% or exempt), every expense account its input-tax right. Set those attributes once in the tool and every subsequent return becomes reliable.

Outsource accounting software 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 Vex can combine the models: internal day-to-day entry, monthly external supervision, closing and taxes with the specialist — accounting software splits very well.

Pen pointing at a bar chart on paper

The Swiss legal frame for accounting software

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

For accounting software, the classic early mistake remains mixing private and business: a dedicated bank account and documented private withdrawals eliminate half the discussions with the tax office.

Vex: what changes, what does not

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

Federal deadlines do not move in Vex: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 1981 changes nothing about those rules, only the sender's address.

Frequently asked questions

What are the legal obligations for accounting software 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 Vex: 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 Vex as anywhere.

Which documents should be prepared for the year-end closing?

Bank and cash statements at the closing date, the inventory of stock and work in progress, final AHV/LPP/accident settlements, contracts signed or amended during the year, invoices straddling two years and the detail of accruals. With an up-to-date document archive, most of it is already there. The list is identical in Vex: the CO dictates it, not the commune.

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 Vex as everywhere in Switzerland.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates accounting software for businesses in Vex: 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.