Handshake during a business meeting, top view

Invoice scanning for dental practices in Herdern explained simply

Between VAT, social contributions and the year-end close, a Swiss SME juggles dozens of deadlines a year. This page focuses on invoice scanning in Herdern: what the law requires, what can be automated, and when to delegate.

Digitalising invoice scanning: what actually works

Accounting digitalisation always follows the same path: capture documents at the source (photo or PDF upload), let automatic recognition extract supplier, amount, date and VAT, approve the proposed entries, then archive each document linked to its entry. Every step removes a re-keying — and therefore an error source.

Migrate in stages: supplier invoices first (high volume, immediate gain), then receivables with the QR-bill, finally payroll and the closing. At each stage, comparing one month before/after is enough to prove the gain — no theoretical promises needed.

QR-bills and friction-free collections

Clear payment terms, a visible due date, exact details: half of late payments come from ambiguous invoices, not bad payers — the finding holds in Herdern too.

For invoice scanning, the share of collections matched automatically is a metric worth watching: when it drops, it is almost always a matter of misused references.

A well-structured SME chart of accounts

The same chart serves three readings: accounting (accuracy), tax (accepted adjustments) and management (margins by activity). Modern software produces all three views without double entry.

Suspense accounts (to clarify) are useful provided they are emptied monthly: a swelling “miscellaneous” account is the classic symptom of a chart that no longer fits the activity.

Collaborative desk with laptops and documents, top view

Outsource invoice scanning 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 Herdern.

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.

Herdern: what changes, what does not

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

Federal deadlines do not move in Herdern: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 8506 changes nothing about those rules, only the sender's address.

Frequently asked questions

What are the current Swiss VAT rates?

Since 1 January 2024: 8.1% (standard), 2.6% (reduced — for example food and medicines) and 3.8% (accommodation). Returns must be filed and paid within 60 days after the period ends (quarterly under the effective method, semi-annually under the net tax rate method). These federal rates apply unchanged in Herdern.

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 Herdern too.

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 Herdern as anywhere.

How long must records related to invoice scanning 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 Herdern can therefore archive fully digitally.

Also worth reading

In neighbouring municipalities

Switch to accounting that keeps itself up to date

MyFiducia.ai automates invoice scanning for businesses in Herdern: 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.

    Invoice scanning for dental practices in Herdern