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Accounting software for retail in Egg: the practical guide

Delegate, digitalise or do it all yourself? Around accounting software in Egg, 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

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.

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

Account labels deserve as much care as numbers: “Third-party fees” says nothing, “Fiduciary fees” and “IT fees” say everything. Meaningful labels cut posting errors and make dashboards readable without a glossary.

For a business in Egg, comparability over time beats sophistication: a chart stable for five years beats a “perfect” one rebuilt every year. Banks and the tax administration read year-on-year movements first.

Outsource accounting software or keep it in-house?

A fiduciary's cost depends first on the quality of the data received: digitised, filed, reconciled documents are processed fast; a box of loose receipts is billed by the hour. Improving the internal preparation of accounting software lowers fees more surely than any negotiation.

Changing fiduciary is not a drama: the accounting data belongs to the company, and a clean export (entries, chart of accounts, linked documents) allows a transition at year-end. A provider who locks in a client's data says a lot about how it works.

Smiling advisor with a headset at their workstation

The Swiss legal frame for accounting software

For an owner in Egg, the question is never “do we need accounts?” but “at what level of detail?”. The CO sets the floor; the bank, the tax office and the shareholders set the rest.

Art. 957a CO requires complete, truthful and systematic recording of transactions, each entry backed by a supporting document. For accounting software, that means in practice: no movement without a receipt, and an audit trail that can be reconstructed at any time — including during a VAT or AHV inspection.

Egg: what changes, what does not

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

Egg requires no special bookkeeping: the Code of Obligations applies at postal code 8132 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

How long must records related to accounting software 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 Egg 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 Egg as anywhere.

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 Egg as everywhere 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 Egg too.

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Switch to accounting that keeps itself up to date

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