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Invoice scanning paperless in Dully: rules, deadlines, best practice

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 Dully: what the law requires, what can be automated, and when to delegate.

Digitalising invoice scanning: what actually works

Artificial intelligence has changed the economics of invoice scanning: 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.

For an owner in Dully, a dashboard only has value if the data is fresh: automating data entry means, first of all, buying up-to-date information about your own business.

Outsource invoice scanning or keep it in-house?

Outsourcing invoice scanning to a fiduciary frees up time and secures compliance; keeping it in-house preserves a continuous view and costs less in fees. The best answer is often hybrid: the company captures and digitises as it goes, the fiduciary supervises, closes the books and represents the company before the authorities.

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.

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 Dully too.

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

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The Swiss legal frame for invoice scanning

In Switzerland, the duty to keep accounts stems from art. 957 ff. of the Code of Obligations. Legal entities (Sàrl, SA) and sole proprietorships with at least CHF 500,000 in revenue keep full accounts: balance sheet, income statement and notes. Below that threshold, a simplified record of income, expenses and assets is sufficient.

For invoice scanning, 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.

Dully: what changes, what does not

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

Dully requires no special bookkeeping: the Code of Obligations applies at postal code 1195 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

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 Dully as everywhere in Switzerland.

Does MyFiducia.ai work for a business based in Dully?

Yes: the platform runs online, the rules applied are federal (VAT, CO, AHV), and the file can be shared with any fiduciary. A business in Dully manages its documents, VAT and exports exactly as anywhere in Switzerland.

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 Dully: the CO dictates it, not the commune.

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 Dully as anywhere.

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Switch to accounting that keeps itself up to date

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