The Retail Complement Can Still Be Used with CFDI version 3.3


Mexico’s tax administration has decided to maintain the use of the retail complement with the new version (3.3) of the online digital tax document. Initially when version 3.3 of the online digital tax document was defined, it was implied that this complement would no longer be used. However, the tax administration has confirmed that this … Continued

Completing the EDI flow: the remittance advice and the electronic payment receipt


With the imminent mandatory inclusion of the Electronic Payment Receipt (formerly, Payment Receipt Complement), other related messages involved in the regular EDI flow of business documents between companies become important. –> Compulsory Electronic Payment Receipt comes into force on December 1, 2017. Download the infographic here. One of those messages that will facilitate the generation … Continued

Compulsory Electronic Payment Receipt comes into force on December 1, 2017


December 1 is the date set for mandatory changes to the CFDI for this year. In parallel, use of CFDI version 3.3 and the new Electronic Payment Receipt (before called Payment Receipt Complement) tax schema also begins. Taxpayers now have just over two months to take the appropriate steps and carry out the technological adjustments to … Continued

Payment Receipt Complement for CFDI will be optional as of July 2017


The Electronic Payment Receipt (before called Payment Receipt Complement), it will be optional as of July 1, 2017, but only with version 3.3 of the electronic invoice and it will be mandatory starting on December 1, 2017. This change had already been foreseen in the Miscellaneous Fiscal Resolution for 2016 and has been one of … Continued

EDICOM is ready to stamp invoices with CFDI version 3.3


On July 1, the option of using the new CFDI version 3.3 came into force, prior to becoming mandatory on December 1, 2017. If you are already using the new CFDI version 3.3, you should know that EDICOM is now authorized by the SAT to stamp these electronic invoices. The process has already been validated … Continued

Impact of CFDI on tax evasion


In a worldwide ranking of e-invoicing expansion, Mexico would top the ratings. In 2015, the Tax Administration Service (SAT) rolled out the obligation to issue CFDI for all taxpayers, which finally led to massification of this technology. But what was the objective? Although e-invoicing entails benefits such as encouraging innovation, the elimination of the paper … Continued

Payment Advances management with Version 3.3 of the CFDI


The Mexican tax administration (SAT) has defined the way to manage payment advances with the new 3.3 version of CFDI. The tax administration has indicated that the payment receipt complement will not be used for controlling advances, but rather a general online digital tax document will be used. The tax administration has defined the mode … Continued

Mexico’s Tax Administration Has Published New Guidelines Regarding the Online Digital Tax Document


Mexico’s tax administration is continuing with its policy to improve electronic invoicing as well as the online digital tax document. These improvements stem from the tax administration’s conversations with key actors involved in the digital transformation of the country such as entrepreneurs, accountants, system developers and providers that are authorized and certified. –> Download hete … Continued

SAT reveals transition mechanism for Foreign Trade Complement


México’s Tax Administration Service (SAT) announced in late 2016 that version 1.1 of the foreign trade add-on for CFDI would come into force on March 1, 2017. Now, in a recent communiqué, it has confirmed that as of this date, versions 1.0 or 1.1 of the complement will coexist, and a facility has been set … Continued

Version 1.2 of the Payroll Complement takes effect on April 1, 2017


On Tuesday, December 13th, the tax administration published guidelines for issuing digital tax documents for payroll that will be published shortly. It will provide three additional months for employers to update their systems and modify them to meet the mandatory terms set forth in the new supplement by April 1, 2017. Those employers who are … Continued