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Financial dashboard for physiotherapy practices in Satigny without the stress: how it works

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

The Swiss legal frame for financial dashboard

A small business does not mean small obligations: from the first salary or the first VAT return, mistakes get expensive — in Satigny as anywhere.

For financial dashboard, 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.

Digitalising financial dashboard: what actually works

Access for the fiduciary, the auditor and employees is set by roles: view, enter, approve, close. Well-set rights protect the data and speed up collaboration.

Electronic archiving is fully recognised: Swiss bookkeeping regulation admits electronic retention of records provided integrity and readability are guaranteed for the 10 years of art. 958f CO. A paper binder is no longer an obligation — provided the archiving system is serious.

A Swiss SME's accounting calendar

Extensions exist and can be requested: cantonal deadlines for the tax return, deferral of the VAT filing on a reasoned request. But an extension does not stop interest: on VAT, default interest runs from the ordinary due date even when more time has been granted.

For financial dashboard, year-end is prepared in October: last invoices, investment decisions, provisions to assess — December is too late to act, January is for recording.

Two people reviewing numerical reports

Outsource financial dashboard 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.

In Satigny, as everywhere, the right collaboration rhythm follows the activity: monthly for payroll and data entry, quarterly for VAT, yearly for the closing and tax advice.

Satigny: what changes, what does not

Working with a fiduciary from Satigny no longer depends on geography: the documents of a business in Satigny are shared online, while the canton Geneva keeps its own deadlines for the tax return.

Satigny requires no special bookkeeping: the Code of Obligations applies at postal code 1242 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

Which social contributions does a Swiss employer pay?

AHV/IV/APG: 5.3% employer share (the same is withheld from the employee); unemployment insurance: 1.1% each up to CHF 148,200 a year; occupational pension (LPP) by age and plan (employer at least 50%); occupational accident insurance paid by the employer; family allowances by canton. For an employer in Satigny, family allowances follow the canton's rates.

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

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 Satigny 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 Satigny: the CO dictates it, not the commune.

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 Satigny.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates financial dashboard for businesses in Satigny: 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.

    Financial dashboard for physiotherapy practices in Satigny