Industries · Associations & Foundations
Acting charitably, accounting properly.
Tax exemption, supervision, and accounting according to Swiss GAAP FER 21 require diligence. We relieve boards and foundation councils and ensure compliance with the requirements.
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Associations and Foundations
FER 21
Financial Reporting
Supervision
Reporting
01Key Areas
What matters in this industry
Accounting FER 21
Annual financial statements with operating statement, cash flow statement and statement of changes in capital.
Tax Exemption
Application, conformity with purpose, and evidence submitted to the cantonal tax administration.
Donation Management
Restricted funds, endowments, and donation receipts managed correctly.
Auditor
Limited or ordinary audit depending on size and supervision.
Committees & Reporting
Documents for the board, foundation council, and general assembly.
02Collaboration
How we proceed
Read statutes
Purpose, organs, and duties define the framework.
Set up accounting
Fund structure and chart of accounts according to FER 21.
Report annually
Financial statements, audit, and report to the supervisory authority.
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