Team analysing financial charts around a table

Bookkeeping digitalisation in Pomy: the practical guide

Whether you run a Sàrl, an SA or a sole proprietorship in Pomy, bookkeeping eventually lands on your desk. Here are the practical reference points — legal basis, deadlines and common pitfalls — to decide with a clear head.

The Swiss legal frame for bookkeeping

AHV audits and VAT audits follow the same logic: start from the documents, trace to the entries, check consistency. A business in Pomy with a clean audit trail sails through these exercises.

The good news: the Swiss frame is stable and predictable. Structure bookkeeping once — chart of accounts, document flow, calendar — and the same organisation pays off for years.

Digitalising bookkeeping: 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.

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

Outsource bookkeeping or keep it in-house?

The Swiss fiduciary market is dense and governed by professional practice: industry standards, business secrecy, civil liability. Compare offers on three concrete criteria — exact scope (data entry? closing? payroll? VAT?), a named contact person, and the tools used. It prevents year-end misunderstandings.

A clear mandate agreement states who does what by when: document handover, posting deadlines, filing calendar, and responsibility for delays. A shared platform (same data, same document archive) between the company and its fiduciary eliminates binder ping-pong and duplicate entry.

Advisor handing a document and pen to a client

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

Pomy: what changes, what does not

Pomy (postal code 1405, canton Vaud) applies the same federal rules as the rest of the country: what changes in Pomy are the cantonal counterparts — tax administration, compensation office, commercial register.

Pomy requires no special bookkeeping: the Code of Obligations applies at postal code 1405 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

What are the legal obligations for bookkeeping 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 Pomy: federal law applies.

How much does bookkeeping cost in Pomy?

It depends on document volume, the number of salaries and VAT complexity — no serious figure can be quoted without examining the file. Two levers cut the bill everywhere: digitised, well-filed receipts and software that prepares entries instead of having them re-keyed.

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 Pomy as anywhere.

Do you need a fiduciary for bookkeeping, or can you do it yourself?

Both are defensible. Below CHF 500,000 of revenue, a sole proprietorship may keep simplified accounts itself. As soon as payroll, VAT and a closing with tax stakes are involved, professional support prevents mistakes that cost more than the fees. With a shared platform, the fiduciary does not even need to be in Pomy.

Also worth reading

In neighbouring municipalities

Switch to accounting that keeps itself up to date

MyFiducia.ai automates bookkeeping for businesses in Pomy: 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.