Your Swiss company's
Annual Fiscal Report.
Generated by AI.
Upload your balance sheets and let our AI generate a comprehensive 15-page fiscal analysis of your Swiss company — covering tax position, compliance health, and optimization opportunities.
Generate Your Report
15-page fiscal report in 6 steps.
No accountant needed for the initial overview. AI analyzes your figures and generates professional-grade insights in minutes.
Upload your balance sheets
Upload your current year bilan (N) and previous year (N-1) as PDF or image files directly in your dashboard.
AI extracts financial data
VOZ AI reads and extracts all key figures: revenues, expenses, assets, liabilities, equity, and tax charges.
Swiss tax analysis
AI cross-references your figures against Swiss tax rates for Canton Zug and federal tax obligations.
Compliance health check
Automated review of key Swiss CO compliance indicators — capital adequacy, dividend restrictions, loss carryforward.
Optimization recommendations
AI identifies potential tax optimization opportunities under Swiss and Canton Zug tax law — for review with your fiduciary.
PDF report delivered
15-page professional PDF delivered to your email and saved to your VOZ Vault within 10 minutes of submission.
What the 15-page report covers.
Executive Summary (p.1–2)
▼Company profile, fiscal year in review, top 3 key findings, overall fiscal health score (A–D rating), and chief recommendations for the coming year.
Financial Performance Analysis (p.3–4)
▼Year-over-year comparison of revenues, gross margin, operating result, and net income. Trend analysis with commentary on variances above 10%.
Balance Sheet Analysis (p.5–6)
▼Asset structure, liquidity ratios, debt-to-equity analysis, equity coverage, and working capital position. Swiss CO capital adequacy review.
Swiss Tax Position (p.7–9)
▼Estimated corporate income tax (federal + Canton Zug), effective tax rate vs. statutory rate, VAT position summary, withholding tax considerations, and loss carryforward status.
Compliance Health Check (p.10–11)
▼Swiss CO compliance review: share capital status, dividend distribution rules, over-indebtedness assessment (Art. 725 CO), audit requirement thresholds, and commercial register obligations.
Tax Optimization Opportunities (p.12–13)
▼AI-identified optimization areas: depreciation strategies, R&D deductions (Swiss IP Box), pension contribution optimization, dividend vs. salary balance, and holding structure considerations.
Action Plan for Year N+1 (p.14–15)
▼Prioritized recommendations with estimated impact, suggested fiduciary consultations, compliance deadlines, and optional next steps available through VOZ services.
What a page looks like.
Annual Fiscal Report · Fiscal Year 2025
Your Company GmbH · CHE-123.456.789 · Canton Zug · Generated by VOZ AI · January 2026
Fiscal Health Score
B+ — Solid performance with moderate optimization opportunities. The company demonstrates healthy revenue growth (+18% YoY) and adequate liquidity (current ratio 2.1x). Key area for attention: tax effective rate (22.4%) is 3.1 points above Zug benchmark — see Section 4 for optimization pathways.
Key Findings
1. Working capital improved significantly vs. N-1 (CHF +84,000). 2. Withholding tax on dividend distribution planned for Q1 N+1 — ensure 35% reserve. 3. R&D deduction opportunity identified: CHF ~12,000 potential deduction not currently utilized.
Every Swiss company deserves this clarity.
Active VOZ clients get their annual fiscal report free every January. If you're not yet a VOZ client, activate your domiciliation to unlock this benefit.
Generate Your Report NowAvailable January 1–31 each year. Requires active VOZ domiciliation subscription. AI-generated reports are advisory only — always review with your licensed fiduciary.
