Year-end closing in bexio

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Your year-end closing is easier than you think

We know how important the topic of year-end closing is and have gathered everything you need to handle it with bexio, stress free and successfully.

Practical checklists and documents

Practical online courses

Personal coaching

Explanatory videos

Tailored support that fits your SME

Every company is unique, and the same applies to its specific year-end closing needs. Discover a range of options here so you can find exactly the support that suits you best.

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Coaching: Individual support

Do you have specific accounting questions and want guidance from an expert? In an individual coaching session, a fiduciary will actively support you with your year-end closing and answer your personal questions. Ideal if you do not have your own fiduciary or want individual support.

Book individual coaching

Progress flexibly and at your own pace to the perfect year-end closing

With our free resources, you can prepare in peace. Start whenever it suits you.


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Free checklist for simple year-end closing

Download our free checklist here and go through it step by step. This way, you will not miss any tasks that arise at year-end closing.

View the checklist

Your knowledge base – always on demand

Our Help Center provides a wide range of support articles that optimally prepare you for year-end closing. Dive in and find answers to your questions:

Basic VAT settings

Check and set the new basic VAT settings for 2026. Go to “Settings – “All settings” – “Accounting” – “Basic VAT settings”.

You may need to create the fiscal year first before you can set up VAT.

Start the new year with peace of mind – everything about year-end work

Besides the classic year-end closing, there are other important tasks: the year-end work.

  • Adjust number ranges: Make sure your number ranges for the new year are set correctly. More information »
  • Enter invoices: Invoice all services provided by 31st December.
  • Enter expenses: Make sure all supplier invoices received and other expenses up to 31st December are entered.
  • Inventory: Evaluate your inventory and/or work in progress.
  • Enter wages: You can even complete your payroll accounting. More information »
  • Basic VAT settings: Check and set the new basic VAT settings for 2026.

Would you like further support?

Sometimes, the right thing isn’t immediately available. But don’t worry, we’re here for you.

  • Help in the Help Center: Use our Help Centre for further questions about bexio.
  • Support chat: In your bexio account, you will find a chat function at the bottom right, which you can use to get help quickly and easily.
  • Technical support: Something not working as expected? Contact us via our contact form.

You will also find more than 1'300 certified bexio fiduciary partners in our Fiduciaries Directory, if you need substantive support with your year-end closing and your year-end work.

Year-end work in payroll accounting

There are also various tasks in the area of payroll accounting that are due at year-end and the start of the new year. Of course, we also support you with this topic.