We kindly ask you to send us the following documents at regular intervals under the « Documents » tab of Findea Online:
Bank & Credit card Statements
In order to properly process your accounting, you must provide us (separately) with your monthly bank and credit card statements in PDF format. Please ensure that the transaction details and balance are visible on the receipts.
Receipts
For each bank account or credit card transaction, a receipt must be uploaded separately in PDF format. For the competent tax authorities and compensation offices, it is essential that the receipts are complete.
For privately paid transactions, you can send us the receipt in PDF format with the word « private » written directly on the receipt. You can also ask your fiduciary agent for a fee form and thus waive the transmission of receipts for privately paid transactions.
Other
It is also important that you send us online all other documents relevant to the company, such as loan agreements, insurance policies or leasing contracts.
Note: According to the Swiss Code of Obligations, all accounting documents must be kept for at least 10 years. It is the responsibility of the director or the board of directors of a company to keep them.