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.

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.

Product Description

Starting in 2025, the Tax Administration Service (SAT) has implemented a new mechanism for filing the DIOT, increasing the amount of data required in the batch upload file from 25 to 54 fields.

Our DIOT 2025 Batch File Generator is the ideal solution for accountants and companies looking to comply with these new provisions easily, quickly and without errors.

With this tool, you can automate the generation of the .txt file in the new format required by the SAT, avoiding errors in manual capture and ensuring tax compliance with your obligations.

What does this product include?

• Automatic generation of the DIOT 2025 batch file in the new required format.
• Data validation before file generation to avoid errors.
• Updated format in accordance with new SAT guidelines.
• User-friendly and easy-to-use interface, without the need for advanced programming knowledge.
• Guaranteed updates in case of modifications by the SAT.
• Step-by-step user guide for successful upload to the SAT portal.

Benefits of using our DIOT 2025 Batch File Generator

• Comply with the new regulations without complications.
• Reduces work times and avoids rejections when submitting DIOT.
• Avoid fines and penalties for errors in your tax return.
• Ideal for accountants, accounting firms and companies that submit the DIOT monthly.

Don't waste time and generate your DIOT 2025 file quickly and safely.

• Available for immediate download.
• Compatible with Excel and accounting systems.
• Technical support included in case of questions.

Buy now and make your tax compliance easier with the new DIOT 2025.
(DIOT 2025 Batch Load)

You are interested in acquiring the DIOT Batch load for 2024 and previous years:

Enter here:

New DIOT Batch Load for 2024 and previous years

La entrada Nueva Carga Batch DIOT 2025 se publicó primero en TAX ID.

2025 Working paper for calculating taxes for individuals with business and professional activity

$499

Optimize your tax obligations with our Excel work paper, designed for individuals with business activity in Mexico. Automatically calculate ISR and VAT, reduce errors and save time with an intuitive interface. Request more information.

2025 Papel de trabajo para el cálculo de impuestos persona física con actividad empresarial y profesional cantidad

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Categories: WORK PAPER, WORKING PAPERS "PHYSICS", Individuals or Residents Tags: worksheet, worksheet for natural person, worksheet for individuals, paper, working paper, working paper for natural person, natural person work paper, Physical person, Physical persons, worked

La entrada 2025 Papel de trabajo para el cálculo de impuestos persona física con actividad empresarial y profesional se publicó primero en TAX ID.

The document includes:

• A professional structure to ensure acceptance by the SAT.
• Editable fields to customize it to the needs of your company or client.
• Detailed instructions for completing and submitting the document.

Benefits:

• Save time and avoid errors when preparing the document.
• Comply with current tax regulations in a simple way.
• Reduction of tax risks by having a well-prepared document.

It is ideal for accountants, tax specialists and companies that wish to streamline their tax management in a professional manner. Simplify the process and ensure compliance with the SAT!

La entrada Escrito libre para informar al SAT sobre deducción de cuentas incobrables se publicó primero en TAX ID.

This file includes automated tools to calculate the ISR and VAT, considering the specific rates for each income level, the deductions allowed and the withholdings made by the platforms. It is compatible with the current SAT provisions, which ensures accuracy in your tax calculations.

Main features:

• Preconfigured formulas for the automatic calculation of ISR and VAT.
• Section to record monthly income and withholdings made.
• Authorized deductions tab, including expenses related to the activity.
• Monthly and annual tax summary, ideal for filing your returns.
• Updated in accordance with the latest Miscellaneous Tax Resolution.

Benefits:

• Save time and minimize errors when calculating your taxes.
• Comply with your tax obligations in a simple and organized manner.
• Ideal for entrepreneurs and professionals who operate through digital platforms.

Includes:

• Detailed instructions for use.
• Basic technical support for questions about file usage.

Simplify your tax compliance and take control of your taxes with this tool!

La entrada Plataformas Digitales (Cálculo de ISR pagos provisionales) se publicó primero en TAX ID.

Description: Make calculating Christmas bonuses easier for your employees with this Excel spreadsheet! This file is designed to help companies and accountants comply with the obligation to calculate and pay Christmas bonuses correctly and on time, as established in Article 87 of the Federal Labor Law.

Characteristics:

1. Easy to use: Includes automatic formulas that calculate the proportional amount of the bonus for each employee, considering:
   • Days worked in the year.
   • Bonus days established by law or contract.
   • Daily base salary.
2. Customizable fields: Easily adapt the template to your company's specific policies.
3. Legal compliance: Highlight the Deadline for payment of Christmas bonus: December 20.
4. Automation: Includes formulas to detect possible errors in calculations and ensure the accuracy of the amounts.
5. Printable version: Generate a consolidated report to file or deliver as proof.

Why is it important? Paying Christmas bonuses is a legal obligation in Mexico and failure to comply can result in penalties. This spreadsheet will help you comply on time and in the correct manner, saving time and avoiding manual errors.

Includes:

• Step-by-step guide to using the template.
• Preloaded example for easy understanding.
• Explanatory note on the legal framework of the Christmas bonus.

Benefits:

• Save time and effort.
• Reduce the margin of error in your calculations.
• Ensure compliance with the December 20 deadline.

Get this essential tool for your company today and avoid worries at the end of the year!

La entrada Papel de trabajo para el cálculo del aguinaldo (excel) se publicó primero en TAX ID.

The working paper is specially adapted to include the blind deduction, in accordance with the provisions of the Income Tax Law, which allows you to apply a deduction of 35% without having to verify expenses, optimizing your tax calculation in a simple way. It also includes traditional deductions and automatic calculators that will guide you step by step in the process of determining your provisional payments in a clear and efficient manner.

Ideal for landlords, this tool helps minimize errors and gives you the assurance that you are complying with current tax regulations. Keep your finances organized and ensure your provisional payments are correct with this solution designed for the specific needs of individuals who declare rental income.

La entrada Papel de trabajo pagos provisionales arrendamiento persona física se publicó primero en TAX ID.

Improve your financial management with our Comprehensive Income Statement in Excel, designed to meet SAT requirements and facilitate the preparation of accurate reports. This format includes all the elements necessary for a clear and detailed presentation of your income, costs and expenses, as well as your company's net income.

Product characteristics:

• Integrated SAT Format: Structured according to SAT guidelines, ensuring that your information complies with current tax regulations.
• Automation and Precision: It incorporates automatic formulas that calculate income, costs, expenses and results quickly and accurately, reducing the risk of errors and saving time in the preparation process.
• Comprehensive Visibility of Results: It allows for a comprehensive analysis of your business's profitability, showing not only the net result, but also the comprehensive result, giving you a complete view of your financial situation.
• Easy Customization: Fully editable to suit your company's specific needs, allowing for the inclusion of relevant accounts and sub-accounts.
• Includes Instructions for Use: It comes with a simple user guide that makes it easy to fill out each section and ensures optimal use of the format.
• Ideal for Decision Making: Provides clear and structured information that is essential for financial planning and strategic decision making.

This Comprehensive Income Statement in Excel is an essential tool for accountants and business owners looking to optimize their accounting and present financial information in a professional manner. Simplify your accounting process and improve your financial management with this essential product!

If you require the 4 basic financial statements click here here.

La entrada Estado de resultados integral (Excel) se publicó primero en TAX ID.

This Excel sheet facilitates the automatic calculation of surcharges and updates on amounts owed, using the INPC (National Consumer Price Index) indices. Simply enter the amount before surcharges in the indicated cell and select the corresponding INPC months and years through drop-down lists. Surcharges will be automatically calculated according to the information provided.

Furthermore, unlike the calculations performed by the SAT on provisional payments, which take into account the total tax due and not just the difference, our tool helps taxpayers avoid suggesting higher amounts, providing an accurate calculation that complies with tax regulations.

Characteristics:

• Automatic calculation of surcharges and updates.
• INPC selection using drop-down lists.
• Cells clearly differentiated between editable and non-editable.
• Possibility of manually adding missing INPC indexes.

It is ideal for taxpayers who wish to avoid errors in tax calculations and ensure proper handling of surcharges and updates.

La entrada Calculadora de Actualizaciones y Recargos SAT se publicó primero en TAX ID.