Checklists · The documents you need
So nothing is missing
Come prepared to your meeting: here you can see at a glance which documents we need for the most common matters: shorter calls, faster processing.
Most delays are caused by missing documents.
With these lists you come prepared to the initial consultation — saving both sides time and follow-up questions. Completeness is not a must: whatever is missing, we clarify together. Sorting things out is our job.
Printable forms and PDF templates can also be found under Downloads.
Company formation
For a GmbH, AG or sole proprietorship.
- Passport or identity card of all founders
- Residential address and contact details
- Desired company name (two to three options)
- Planned purpose / activity of the company
- Desired legal form and amount of capital
- Business address / domicile in Switzerland
- Details of persons with signing authority
- For foreign nationals: residence permit (if available)
Tax return for private individuals
So that your declaration is complete.
- Previous year's tax return
- Salary statement(s) for the tax year
- Account and interest statements as of 31 December
- Records of securities / portfolio statement
- Pillar 3a and buy-in certificates (BVG)
- Records of medical and continuing education costs
- For property: imputed rental value, mortgage, maintenance costs
- Insurance and premium statements (KVG)
SME accounting
For ongoing bookkeeping or a handover.
- Account statements for all business accounts
- Incoming and outgoing invoices (receipts)
- Cash book / expense receipts
- Payroll statements and AHV statements
- VAT statements (if liable)
- Latest annual financial statements / opening balance
- Contracts (rent, leasing, loans)
- Access to the previous accounting software (for a handover)
Payroll & personnel
For payroll accounting.
- Employment contracts of all employees
- AHV number and personal details
- Details of salary, workload and start date
- Bank or postal account details of the employees
- Affiliation with a compensation office and pension fund (BVG)
- Accident insurance policy (UVG)
- Withholding tax-relevant details (if applicable)
- Existing payroll statements for the current year
Change of fiduciary
Switching to us is straightforward.
- Latest annual financial statements and tax return
- Contact details of the previous fiduciary
- Access to accounting and payroll software
- Current powers of attorney and mandate agreements
- Open items and current deadlines
- VAT and social insurance registrations
Not sure what applies to you? No problem — bring what you have. We will clarify the rest in the free initial consultation.