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If you have already completed one of the following steps, just skip it.

 

Please have the following information ready.

Authentification code (as per video below)

Order the letter code directly in KLARA. It will be delivered by postal service.

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Order the letter code directly in KLARA. It will be delivered by postal service.

OASI (AHV) details

Final invoice of the previous year or account invoice.

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Final invoice of the previous year or account invoice.

Electronic wage reporting (ELM), profiles of the insurance companies AI (UVG), AAI (UVGZ), HI (KTG)

Here you can request your EWR/ELM profiles.

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Here you can request your EWR/ELM profiles.

LPP (BVG)

You can check with your LPP (BVG) provider. 

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You can check with your LPP (BVG) provider. 

Bank account details

Contract, bank statement or e-banking.

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Contract, bank statement or e-banking.

Withholding tax information if you employ employees subject to withholding tax

Available from your local tax office.

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Available from your local tax office.

Salary certificate / statement data

Salary statements from the previous year, if available.

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Salary statements from the previous year, if available.

Employee master data

File folders of your employees.

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File folders of your employees.


1. Verify your company.

If you verify your company, we can securely forward your data to the appropriate authorities. 

Needed information: Authentification code.

Nice to know.

If you have ordered an authentification code, the «order letter code» task will appear in the dashboard. Do you want to request a new code? This is possible at any time. The code will be sent by postal service within 5 working days to your specified company address. Please note: You should carry out the authentification code at least 4 weeks before the wage transmission.


2. Insurance details.

Complete your insurance details so that all payroll deductions are correct and your wage slips and electronic payroll declarations can be drawn up correctly.

Needed information: OASI (AHV) final account of the previous year or account statement, electronic wage reporting (ELM), profiles of the insurance companies AI (UVG), AAI (UVGZ), HI (KTG) and LPP (BVG) premium list.

Nice to know.

For the electronic wage reporting (ELM) KLARA requires various information that is not included in the insurance policies. It is therefore important to request EWR (ELM) profiles. Click here for a list of contacts where you can do this.


3. Bank accounts.

Would you like to pay the salaries directly from the company's bank account? If so, enter your bank details. Afterwards release the account for salary payments. This way, KLARA will automatically execute payments. 

Needed information: IBAN number.

Nice to know.

There are three different ways to use accounts in KLARA.

  1. Bank account for salary payments: If you use KLARA Payroll, the salaries are automatically being executed from this account.
  2. Bank account for receivables: If you use the KLARA Order management, this account will be shown on your invoice and payment slips.
  3. Bank account for payables: If you use KLARA Accounting, this account is proposed as a default when posting documents.


4. Withholding tax.

If you employ employees subject to withholding tax, you should enter their canton of residence and the withholding tax customer number.

Needed information: Withholding tax customer number.

Nice to know.

You can request your customer number from the relevant tax office. Please note: You should also adjust the withholding tax details for employees subject to withholding tax, according to step 6.


5. Salary certificate.

Enter the basic data in order to create the salary statements exactly according to your needs.

Needed information: Salary statement of the previous year, if available

Nice to know.

The general configurations apply to the salary statements of your entire workforce. You always have the option of storing deviations for the corresponding employee.

A pension statement (Rentenbescheinigung) is only necessary in exceptional cases.


6. Manage employees.

Register your employees completely, so that KLARA can create your salary statements correctly.

Needed information: All employee master data, salary and contract details, insurance and pension fund details, withholding tax details (if required).

Nice to know.

Register all employees cleanly and completely (spouse, other income, etc.). Especially for employees subject to withholding tax, all details must be complete including any children's and education allowances.


You are all set up!

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Well done! Congratulations, you have successfully set up your KLARA Payroll!

Working with KLARA Payroll.

If you want to know how to work with KLARA Payroll,
we have also created a guideline with instructions for you.


Did you already know?

KLARA Payroll goes hand in hand with:

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KLARA Accounting.

KLARA automatically records payroll accounting and wage payments in KLARA Accounting.


KLARA supports you.

Discover our offers in different areas, which are available for you for free.

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Payroll FAQs
Many questions have already been answered. Just have a look at our FAQs.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

Zurück
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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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