PAPEL DE TRABAJO archivos - TAX ID

Declaración Anual Personas Morales 2025 – Papel de Trabajo en Excel (México)

Hector Galicia — Mon, 22 Dec 2025 14:19:23 +0000

Cumple correctamente con la Declaración Anual 2025 de Personas Morales, correspondiente al ejercicio fiscal 2025 y a presentarse en marzo de 2026, mediante este papel de trabajo en Excel diseñado para facilitar el cálculo del ISR anual, la conciliación contable–fiscal y el correcto llenado de la declaración ante el SAT.

Este archivo está dirigido a personas morales que tributan conforme al Título II de la Ley del ISR y fue desarrollado con base en la legislación fiscal vigente, las Normas de Información Financiera aplicables y la práctica real de despachos contables.

El producto incluye:

la determinación del resultado fiscal y del ISR del ejercicio 2025,
la conciliación contable–fiscal,
la identificación de ingresos acumulables y deducciones autorizadas,
el cálculo y control de conceptos no deducibles,
la determinación del ajuste anual por inflación,
el análisis de depreciación contable y fiscal,
el control de pérdidas fiscales de ejercicios anteriores y
la base técnica para el correcto llenado de la declaración anual en el portal del SAT.

Está dirigido a contadores públicos, despachos contables y fiscales, empresarios, socios de personas morales y responsables del área financiera que buscan revisar, entender y validar su declaración anual, así como reducir riesgos de errores y contingencias fiscales.

El papel de trabajo permite ahorrar tiempo en la preparación de la declaración anual, facilita la revisión por socios, auditores o asesores externos y funciona como soporte documental ante posibles revisiones del SAT. El archivo es editable, reutilizable y adaptable a ejercicios futuros.

El producto se entrega en formato Excel editable y está enfocado al marco fiscal mexicano, considerando Ley del ISR, Resolución Miscelánea Fiscal y Normas de Información Financiera.

Este producto es un papel de trabajo de apoyo técnico y no sustituye la asesoría personalizada. Su correcto uso requiere conocimientos contables y fiscales. Puedes acceder al tutorial dando click aquí:

La entrada Declaración Anual Personas Morales 2025 – Papel de Trabajo en Excel (México) se publicó primero en TAX ID.

Calculadora de Aguinaldo 2025

Hector Galicia — Thu, 30 Oct 2025 23:14:16 +0000

El cierre del año se acerca, y con él llega una de las obligaciones laborales más importantes: el pago del aguinaldo. Anticípate y evita errores con nuestra Calculadora de Aguinaldo 2025, una herramienta práctica que te ayudará a determinar el monto correcto conforme a la Federal Labor Law y las tablas del SAT actualizadas. Ya seas empleador, contador o colaborador, podrás calcular el aguinaldo completo o proporcional, conocer la parte exenta y gravada, y planear con tiempo tus pagos o ingresos de diciembre.

Calcula fácilmente el aguinaldo correspondiente a 2025 conforme a la Ley Federal del Trabajo. Ideal para contadores, empresarios y empleados que desean verificar el monto correcto según los días laborados y salario diario.La Calculadora de Aguinaldo 2025 te permite determinar el monto exacto que corresponde pagar o recibir por concepto de aguinaldo, considerando las disposiciones legales vigentes en México.
Solo necesitas ingresar el salario diario, the días trabajados en el año y, si aplica, el monto adicional o proporcional. La herramienta realiza automáticamente el cálculo conforme a lo establecido en el Artículo 87 de la Ley Federal del Trabajo, que indica un mínimo de 15 days salary.

Incluye campos y fórmulas listas para:

Calcular aguinaldo completo o proporcional.
Ajustar por ausencias, incapacidades o periodos no laborados.
Verificar el impuesto correspondiente (ISR sobre aguinaldo).
Mostrar el monto libre de impuestos and the gravado.

Advantages:

Actualizada para 2025 con las tablas del SAT vigentes.
100% editable en Excel.
Incluye guía de uso paso a paso.
Ideal para despachos contables, áreas de nómina y PYMES.

Formato: Archivo en Excel listo para descargar.
Compatibilidad: Microsoft Excel y Google Sheets.

La entrada Calculadora de Aguinaldo 2025 se publicó primero en TAX ID.

Todos los papeles de trabajo TaxID

Raul Lobato — Thu, 14 Aug 2025 23:06:31 +0000

The ultimate tool for accountants, law firms, and entrepreneurs!
With this exclusive TAX ID mega package you will have access to All our working papers, calculators, forms and templates, in a single product and at an unbeatable price.
Editable Excel and Word 100% files.

Great promotion: Get it in 12 installments of $999 MXN. Download immediately.
With this package, you'll have everything you need to work efficiently, professionally, and in compliance with all your tax obligations.

Resources:

Provisional Payments General Regime Title II
Working paper Annual Declaration 2024 General Regime for Legal Entities (SAT)
Free letter to inform the SAT about the deduction of uncollectible accounts
RESICO 2022: Tax benefits and obligations before the SAT – Thursday, September 8
Digital Platforms (Calculation of ISR provisional payments)
Working paper for calculating the Christmas bonus (Excel)
Tax Loss Update (Excel)
Working paper provisional payments for leasing of a natural person
Working Paper Provisional Payments RESICO Legal Entities
Advice on the preparation of the 2024 annual declaration
Manual for stamping advances of surpluses for a SC (SAT screens)
Cash Flow Statement (Excel)
Comprehensive income statement (Excel)
Statement of financial position (Excel)
Free written request for a reduction of fines to the SAT
SAT Updates and Surcharges Calculator
RESICO Fee Withholding Calculator
2024 Fiscal Calendar
2024 Working Paper Annual Declaration for Individuals with Business and Professional Activity (to be submitted in 2025)
Power of Attorney Form for Incorporation of a Mexican Company (Embassy/Consulate)
Excel Worksheet for Calculating PTU 2024 (Profit Sharing)
Working Paper for the 2024 Annual Declaration of Individuals (Salaries and Wages, to be Submitted in 2025)
Job descriptions for an accounting firm
Checklist for Starting Operations, KPIs, and Positions in an Accounting Firm
Jesús Guerrero Consulting
Letter Opinion LLC
IMSS pension calculator in 2025 (Law 73)
Amortization table and annual interest calculation
2025 Batch Load Package for Fiscal Year 2025 and Fiscal Year prior to 2025
New DIOT Batch Load for 2024 and previous years
Free written RFC statement and effective control of the company to obtain EFIRMA 2025
New DIOT 2025 Batch Load
Excel Workpaper Package for Corporate Taxes
Depreciation Calculator in Excel
2025 Working paper for calculating taxes for individuals with business and professional activity
Mexico Payroll Calculator 2025
Working paper for the preparation of basic financial statements
Hourly cost calculator for accounting services
Work papers for the response to IVA credit balance requests
Working papers for the annual declaration of a legal entity 2023 and 2022 RESICO and general regime
Constitution of a Simplified Stock Company (SAS)
Annual declaration of salaries and wages
opinion letter
Free writing for change of RESICO PM to Title II (General Law)
Working paper: annual declaration of individual business and professional activity 2023 (version $799)
Working paper: annual declaration of individual business and professional activity 2023 (version $649)
Working paper for calculating taxes for individuals with business and professional activity
Company formation for Mexican citizens
Checklist for accounting and tax closing in Excel
Word Format Assembly Capital Increase
Free Written Request for Payment in SAT Installments
Individual Employment Contract for an Indefinite Period (Word)
Individual employment contract for an indefinite period subject to a trial period
Professional services contract in Word format (Spanish and English)
AGAPES 2024 Dividend Calculator
AGAPES Annual and Monthly Working Paper
Format of minutes of the dividend meeting before and after 2014
Company formation for foreigners
ISR Working Paper and Monthly Advances 2024 for Civil Societies (SC) (Title II)
Accounting Policies Format in Word
Excel format for petty cash audit
Bank Reconciliation in Excel
Working paper for calculating ISR RESICO
Loan Agreement Format with Interest (Spanish and English)
Package of Writings to Answer SAT Invitation Letters

La entrada Todos los papeles de trabajo TaxID se publicó primero en TAX ID.

Todos los papeles para personas físicas

Raul Lobato — Thu, 14 Aug 2025 22:57:35 +0000

Take advantage of this great promotion and get all our working papers in one package!
It includes more than 30 tools in Excel, Word formats, and calculators designed to facilitate your accounting, comply with your tax obligations, and optimize your company's financial management.

Products:

Working paper for calculating taxes for individuals with business and professional activity
SAT Updates and Surcharges Calculator
Statement of financial position (Excel)
Comprehensive income statement (Excel)
Mexico Payroll Calculator 2025
2025 Working paper for calculating taxes for individuals with business and professional activity
New DIOT 2025 Batch Load
IMSS pension calculator in 2025 (Law 73)

La entrada Todos los papeles para personas físicas se publicó primero en TAX ID.

Todos los papeles para persona morales

Raul Lobato — Thu, 14 Aug 2025 22:56:05 +0000

Product Description:
Take advantage of this great promotion and get all our working papers in one package! Pay it in 12 monthly installments of $583

It includes more than 30 tools in Excel, Word formats, and calculators designed to facilitate your accounting, comply with your tax obligations, and optimize your company's financial management.

Products:

Working paper for calculating the Christmas bonus (Excel)

SAT Updates and Surcharges Calculator

Free written request for a reduction of fines to the SAT

Statement of financial position (Excel)

Comprehensive income statement (Excel)

Cash Flow Statement (Excel)

Provisional Payments General Regime Title II

Working Paper Provisional Payments RESICO Legal Entities

Tax Loss Update (Excel)

2024 Fiscal Calendar

Free letter to inform the SAT about the deduction of uncollectible accounts

Working paper Annual Declaration 2024 General Regime for Legal Entities (SAT)

Advice on the preparation of the 2024 annual declaration

Mexico Payroll Calculator 2025

Depreciation Calculator in Excel

Excel Workpaper Package for Corporate Taxes

New DIOT 2025 Batch Load

Working paper annual declaration of individual business and professional activity 2023

Amortization table and annual interest calculation

Word Format Assembly Capital Increase

Free Written Request for Payment in SAT Installments

Individual Employment Contract for an Indefinite Period (Word)

Individual employment contract for an indefinite period subject to a trial period

Professional services contract in Word format (Spanish and English)

AGAPES 2024 Dividend Calculator

AGAPES Annual and Monthly Working Paper

Format of minutes of the dividend meeting before and after 2014

Checklist for accounting and tax closing in Excel

ISR Working Paper and Monthly Advances 2024 for Civil Societies (SC) (Title II)

Loan Agreement Format with Interest (Spanish and English)

Package of Writings to Answer SAT Invitation Letters

Free writing for change of RESICO PM to Title II (General Law)

Working papers for the annual declaration of a legal entity 2023 and 2022 RESICO and general regime

La entrada Todos los papeles para persona morales se publicó primero en TAX ID.

Formato de Poder Notarial para Constitución de Sociedad Mexicana (Embajada/Consulado)

Hector Galicia — Tue, 06 May 2025 02:31:30 +0000

Editable Word document that facilitates the granting of a power of attorney before a Mexican Embassy or Consulate for the incorporation of a limited liability company with variable capital in Mexico. This format includes detailed clauses authorizing the attorney-in-fact to carry out all necessary legal, administrative, tax, and banking procedures, in accordance with the General Law on Commercial Companies, the Political Constitution of the United Mexican States, and the legal framework applicable to foreigners.

Ideal for foreign investors seeking to establish a company in Mexico through a legal representative from abroad, complying with all the requirements of the Ministry of Foreign Affairs and local authorities.

Includes:

Detailed legal clauses.
Editable text in Word.
Spaces to complete with the information of the person appearing, representative, city, embassy, company, nationality, among others.
Professional writing in accordance with articles 44, section IV of the Mexican Foreign Service Law and 87 of its Regulations.
Suitable for use before Ambassadors acting as Notary Public.

Benefits:

Save time and legal drafting costs.
Useful for foreign investment procedures in Mexico.
Compatible with notarial and consular requirements.
Facilitates the legal opening of companies from abroad.

La entrada Formato de Poder Notarial para Constitución de Sociedad Mexicana (Embajada/Consulado) se publicó primero en TAX ID.

Papel de Trabajo en Excel para el Cálculo de la PTU 2024 (Reparto de Utilidades) se paga en Mayo 2025

Hector Galicia — Thu, 01 May 2025 17:32:22 +0000

Excel Worksheet for Calculating PTU 2024 (Profit Sharing)

Excel tool to calculate and document in a clear and professional manner the distribution of profits (PTU) corresponding to the fiscal year 2024, in accordance with the provisions of the Federal Labor Law and current tax provisions.

This working paper is designed to facilitate compliance with mandatory profit sharing for employees, allowing for the automatic calculation of the total amount to be distributed, as well as its distribution among employees, considering salary and days worked.

Ideal for accountants, accounting firms and companies who wish to comply precisely with this legal obligation.

Includes:

Automatic calculation of the 2024 PTU based on the data entered.
Taxable base and tax considerations according to the LFT and the SAT.
Editable spaces to record salary, days worked, and other key data.
Automatic distribution by percentage and by worker.
Compatible with Excel 2016 and later.
Format 100% editable and reusable every year.
For all your clients (without RFC limits)

Advantages:

Save time and reduce errors in calculating PTU.
Professional presentation ready to give to your client or keep as a support.
File downloadable immediately after purchase.
No locks: you can modify, copy or adapt it as many times as you need.

Who does it serve?

Legal entities that are obliged to distribute profits.
Public accountants responsible for determining the PTU.
Accounting firms that manage payroll and labor obligations.
Companies that wish to correctly document profit sharing.

Complies with the provisions of the SAT and the Federal Labor Law.

La entrada Papel de Trabajo en Excel para el Cálculo de la PTU 2024 (Reparto de Utilidades) se paga en Mayo 2025 se publicó primero en TAX ID.

Papel de Trabajo para Declaración Anual 2024 de Personas Físicas (Sueldos y Salarios, a Presentar en 2025)

Hector Galicia — Tue, 22 Apr 2025 20:29:38 +0000

Working Paper Annual Declaration 2024 – Individuals Salaries and Wages (Presentation in 2025)

This Excel file is designed to help you prepare, calculate and document your Annual Declaration 2024 accurately, complying with the tax obligations that must be submitted to the SAT no later than April 30, 2025.

Ideal for individuals with the salary and wage regime and assimilated to salaries, this work paper It also serves as documentary support in case the SAT rejects your declaration and requests you the calculation of ISR and integration of accumulative income and personal deductions.

Includes:

Income integration format.
Automatic calculation of annual ISR.
Space to record personal deductions.
Reconciliation sheet between accruable income and CFDI.

Utility:

It serves as support in case the SAT requests the integration of personal income and deductions.
Useful if your refund is rejected and you need to check your calculation.
Ideal for filing with the SAT in April 2025 or later.

Important:

Corresponds to fiscal year 2024.
You can use it for the RFC you need (it is not restricted to a single taxpayer).
It's a fully editable Excel file: you can modify, adapt, and copy it as many times as you like for different records or taxpayers.

Note: It's not an automatic SAT form. It's an accounting and tax tool that facilitates the preparation and documentation of annual calculations.

La entrada Papel de Trabajo para Declaración Anual 2024 de Personas Físicas (Sueldos y Salarios, a Presentar en 2025) se publicó primero en TAX ID.

Descripciones de puestos para un despacho contable

Hector Galicia — Wed, 02 Apr 2025 14:54:23 +0000

Job Profiles for Accounting Firms – Ready to Use

Are you structuring or professionalizing your accounting firm? This job profile package is specifically designed for accounting and tax firms seeking clarity in roles, organizational order, and better talent management.

It includes the following profiles with professional structure:

Accounting Assistant
Senior Accountant
Accounting Supervisor
Accounting Manager
Accounting and Tax Partner

Each profile contains:

General objective of the position
Main functions and responsibilities
Required technical knowledge (with an updated tax focus)
Skills and competencies
Key performance indicators (KPIs)
Internal and external relations
Tools used
Growth opportunities

Editable format in Word so you can easily adapt them to your signature.

This product is ideal for growing accounting firms, recruiting processes, defining organizational structure, or internal staff promotions.

La entrada Descripciones de puestos para un despacho contable se publicó primero en TAX ID.

Checklist Inicio de Operaciones, KPIS y Puestos de un Despacho Contable

Hector Galicia — Wed, 02 Apr 2025 14:03:56 +0000

Checklist for Starting Operations, KPIs, and Positions in an Accounting Firm

Are you starting your accounting firm or want to professionalize your operations? This package is for you.

It includes a set of key tools to establish the administrative, operational, and strategic foundations of your accounting firm from day one:

What does this product contain?

Start-up Checklist
A step-by-step guide to the essential elements every office should consider when starting out:
- Registration with the SAT and state registration
- Contracts, forms and basic manuals
- Internal organization and minimum viable processes
- Suggested technology tools
- Initial tax, legal and administrative aspects
List of KPIs (Key Performance Indicators)
Editable Excel template with formulas ready to monitor:
- Profitability and customer flow
- Team productivity
- Quality and regulatory compliance
- Customer retention and operational performance
- Financial and collection indicators
Profiles and descriptions of key positions
It includes a basic organizational chart with suggested functions, responsibilities and knowledge for each position:
- Managing Partner / Director
- General Accountant
- Accounting assistants
- Payroll Coordinator
- Administrative / Reception
- Billing and Collection Manager
- Customer Service

Who is it for?

Accountants who are starting their own office
Small firms that want to structure themselves professionally
Growing firms looking to improve their organization and internal analysis
Tax or legal advisors who wish to offer this added value to their clients

Benefits

You avoid omissions that can cause legal or tax errors
You make decisions based on measurable data and not on assumptions
You professionalize your office from the beginning or in its growth stage
Facilitates delegation, performance evaluation and talent retention

La entrada Checklist Inicio de Operaciones, KPIS y Puestos de un Despacho Contable se publicó primero en TAX ID.