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Formation process

Company formation checklist: from idea to first day of work

Published on 16 August 2026 · 3 min read

From business idea to first day at work: founding a company means juggling legal form, insurance, taxes and paperwork. This checklist walks you chronologically through every step – from preparation to running operations.

Phase 1: preparation (weeks 1–2)

  • Choose the legal form: sole proprietorship (fast, no capital), GmbH (CHF 20,000, limited liability), AG (for larger ventures). The decision aid: GmbH or sole proprietorship.
  • Check the company name: clearance via Zefix, naming rules per form – the guide on choosing a company name shows how.
  • Model the business case: revenue forecast, fixed costs, hourly rate.
  • Decide provider vs. DIY: the provider comparison shows which platform suits you.
  • Clarify foreigner status (if relevant): starting a company as a foreigner explains permits and residence.

Phase 2: formalise the formation (weeks 2–4)

  • Sole proprietorship: register with the cantonal compensation fund with proof of self-employment; commercial register entry only mandatory from CHF 100,000 revenue.
  • GmbH: draft the statutes, deposit the share capital in the capital deposit account, notarise the formation, apply for the commercial register entry.
  • Request the UID number: issued automatically with the register entry – or via the Zefix portal.
  • Open a business account: separate private/business from day one. The (German) comparisons on gründer-schweiz.ch help: business accounts for freelancers.

Phase 3: set up operations (weeks 4–6)

  • Choose bookkeeping: Excel to start, software from the first real revenue. The (German) guide on buchhaltung-für-selbständige.ch shows how to start bookkeeping cleanly; software options are compared (in German) on rechnungslösungen.ch.
  • Set up invoicing: QR invoices are the standard – with the free generator from gratisrechnung.ch you create the first PDFs within minutes.
  • Clarify insurance: AHV is registered; review professional liability, daily allowance, equipment cover.
  • Keep VAT on the radar: below CHF 100,000 no obligation – but watch the threshold. Details: VAT for new companies.
  • Reserve domain, email, website.

Phase 4: the first 90 days

  • Build a tax reserve: 20–30 % of profit into a separate account – founders’ most frequent underestimate.
  • Plan for AHV contributions: the compensation fund’s first invoice often arrives late.
  • Archive receipts with discipline: 10-year retention, digital allowed.
  • Document clients and mandates: contracts, quotes, invoices with a sequential numbering scheme.
  • 3-month review: is the bookkeeping keeping up? is the hourly rate right?

The three most common founder mistakes

  1. Thinking about taxes too late – build reserves from the first franc.
  2. Mixing private and business – without separation every tax audit becomes a nightmare.
  3. Wrong legal form out of pride – a GmbH is not inherently “more professional”; it costs money and admin. The detailed costs show when it pays off.

Tools for the start

Need Solution
Find a provider comparison on firma-grunden.ch
First invoices gratisrechnung.ch
Bookkeeping guides buchhaltung-für-selbständige.ch
Software rankings gründer-schweiz.ch
Templates & calculators rechnungslösungen.ch
Self-employment guides selbständige.ch

With this checklist you move from idea to operations within four to six weeks – and can focus on what actually matters: your customers.

Frequently asked questions

How long does forming a company in Switzerland take?

A sole proprietorship is ready within days: AHV registration, possibly the commercial register and a business account – often done in a week. A GmbH typically takes 2 to 4 weeks because of the notary and registration, depending on canton and provider.

What should I do first?

Settle the legal form (sole proprietorship, GmbH, AG) and check the company name. Then follow the AHV registration or the notarised formation with commercial register entry. A bank account and a bookkeeping system prepared early round off the launch.

Do I need a fiduciary for the formation?

Not strictly – sole proprietorships and GmbHs can be formed yourself or via online platforms. A fiduciary pays off in complex situations (several shareholders, high risks, foreign ties) and for ongoing bookkeeping often from the first financial year.

When do I have to charge VAT?

From CHF 100,000 annual revenue you become VAT-registered (registration within 30 days of crossing). Below that, voluntary registration can pay off if input-tax deductions justify it. Details in the VAT article for new companies.

Which insurance is mandatory?

Mandatory: AHV/IV/EO (and, as an employee of your own GmbH, the other social insurance). Useful, sometimes required: professional liability, daily sickness allowance, equipment insurance. UVG accident cover is only mandatory for the self-employed who employ staff.

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