Switzerland: Templates and Extensions

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Our templates are included for free in the Banana Accounting Plus program.

Templates compliant with Swiss tax regulations

The chart of accounts in the Banana Accounting Plus templates, based on the Swiss SME system (Swiss SME accounting system - Sterchi, Mattle, Helbing), and compliant with the Code of Obligations (Articles 957-963b CO), strictly adhere to tax numbering and classification. They are constantly updated to ensure full compliance with any legislative changes.

If you need to customize the chart of accounts, you can easily add new accounts. Check our page dedicated to the complete SME Chart of Accounts, which includes all the accounts and groups provided by the Swiss SME accounting system, ensuring perfect integration.

Customizable chart of accounts

All charts of accounts are highly customizable and can always be adapted to the growth and changes of your company. If your needs change over the years, you can seamlessly switch from one type of accounting to another, with your existing data, by simply converting your file automatically.

Templates for every need

The program includes templates categorized by country, language, legal form, and type of business or company. With VAT or without VAT. With foreign currencies or just in the base currency. There are various types available to suit your accounting knowledge: from simple income and expense-based accounting to double-entry bookkeeping.

Quick and easy start

Our well-structured and comprehensive chart of accounts, with precise classifications, allows you to generate detailed reports such as the Balance Sheet and Income Statement. Thanks to their clarity and coding, you can start recording transactions immediately.

Automated functions

The program includes many automation features that allow you to work quickly and securely. From recalling saved entries to importing bank data, calculating VAT and currency exchanges in foreign currency accounting, to preparing balance sheets and other reports.

The Advanced plan of Banana Accounting Plus includes important additional automation features that allow you to work even more efficiently, such as the temporary Filter and Sort rows functions, Rules, the VAT Form facsimile and the XML file for electronically submitting data to the AFC, the creation of attachments in a single PDF file, and much more.

Security and precision

Many automatic verification and control functions alert you to errors and discrepancies. You can always make corrections and be confident of having perfect accounting.

Model types

There are models to manage cash inflows and outflows, as well as models for managing income and expenses across multiple accounts:

  • Models with accrual method and cash method management
    You can choose models with accrual method management, where the accounts receivable are set up with a list of customers and suppliers linked to the balance sheet. Alternatively, you can opt for a cash method management, where the accounts receivable are set up as cost centers (CC3). 
     
  • Models for Non-Profit Organizations
    The models for associations are available in various types of accounting systems, from Cash Manager to handle cash inflows and outflows, to Income/Expense accounting for multiple accounts, and up to double-entry accounting. All models are set up to create invoices for members, manage projects and events, and send donation statements or other communications through mail merge of Word. Additionally, the program also includes specific models for Switzerland, such as GAAP FER 21 templates. 
     
  • Models for Individuals and Families
    We offer pre-configured accounting plans to manage household finances, side activities, healthcare costs, and other purposes.

The extensions

Extensions are additional modules of the program that allow you to use supplementary features; most of these are available only with the Advanced plan of Banana Accounting Plus.

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