Update postal codes, the bank directory, and withholding tax rates from the Store
The SwissSalary Store regularly provides updated master data packages. These packages include Swiss postal codes, the bank directory, and cantonal withholding tax rates. You check the Store status, install available packages, and verify the result. Update the packages when Store updates are available—at least before year-end changes that affect rates and whenever withholding tax or bank master data is outdated.
Prerequisites
- The SwissSalary organization is set up and connected to the Store.
- You have administrator permissions for payroll.
Check the Store status
- Choose the Search icon, enter SwissSalary Organization, and then choose the related link.
- The SwissSalary Organization page shows the installed master data packages with:
- Description: The package name.
- Status: The current installation status.
- App Version: The installed version.
- Store Status: Availability in the Store (maintained by the system).
The most important master data packages are:
| Package | Description |
|---|---|
| Post Codes Switzerland | Directory of Swiss postal codes. |
| Bank Directory Switzerland | Bank directory with clearing numbers. |
| Tax at Source Tariff [Kanton] | Canton-specific withholding tax rates (for example, Aargau, Bern, and Zurich). |
| Web Links | Updated web links and resources. |
Install packages
- First, update the status. The system connects to the Store, checks the general terms and conditions, and synchronizes the available packages.
- Packages that aren't up to date are marked with the status expired.
- Choose Install All Store Updates, or open an individual package from its description. The system downloads and imports the available packages.
Hinweis
Installation can take several minutes, depending on the package size and internet connection. Withholding tax rates are offered as individual packages for each canton. Install only the cantons that you need for your withholding tax calculation.
Import postal codes manually
If you obtain the postal code directory from an external source (for example, Post CH AG), use the ZIP Code import report:
- Choose the Search icon, enter ZIP Code import, and then choose the related link.
- Select the ZIP file in the File name field.
- Start the import. The system validates the file format and imports the postal codes.
- After the import, a confirmation message shows the number of imported entries.
Check the import result
After each update, check:
- The App Version of the updated packages on the SwissSalary Organization page.
- The withholding tax calculation for a test employee if you updated withholding tax rates.
- Samples of the postal codes or bank master data.
Good to know
- Starting synchronization without a configured SwissSalary organization and Store connection—the synchronization fails.
- Relying on rates or bank data with the status expired—you must update the packages first.
- Installing all cantonal withholding tax packages or omitting required ones without testing a withholding tax calculation afterward—this causes unnecessary load or missing records.
- Using an invalid file format for the manual ZIP Code import or not checking the number of imported entries—the master data remains incomplete.
- Skipping the App Version and sample checks for postal codes, the bank directory, and withholding tax after installation—outdated or incorrect data remains undetected.
- You can't update the SaaS version of SwissSalary 365 on this page. Update the app in the CSP portal under the corresponding apps; this requires administrator rights.