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.

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.

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.

Optimize your tax and accounting management with our “Complete Kit for Fiscal and Accounting Control 2025”, a set of essential tools designed to facilitate your daily work as an accountant or entrepreneur. This package includes practical formats and calculators that will help you comply with tax obligations, control your finances and improve your client management.

Includes:

1. Annual Declaration Format: Simplifies the completion and submission of the annual declaration for legal entities.
2. Format for Bank Reconciliations: Keep your bank accounts organized and up to date with this easy-to-use format.
3. Format for cash count: Keep precise control of your cash with this practical format.
4. Format for Provisional Payments PM RESICO: Complies with provisional payments under the Simplified Trust Regime.
5. Format for Provisional Payments PM Title II: Designed to meet the requirements of the general regime.
6. Tax Loss Calculation: Tool to calculate and take advantage of tax losses efficiently.
7. Calculator for surcharges and upgrades: Perform accurate surcharge calculations and updates to avoid errors.
8. Credit Amortization Table in Excel: Keep track of your credit payments and balances.

Package Advantages:

• Customizable: You can modify the logos and adapt them to your brand or that of your clients.
• No blocks: Use it freely with all your clients as the files are unlocked.
• Designed by experts: These tools are the same ones we use internally in our office.
• Invoice included: All prices include VAT and an invoice can be issued upon request.

This package is ideal for accountants looking to simplify their work and offer better service to their clients, as well as for business owners who want to effectively control their finances.

Price: Includes VAT and support for any questions.

Make your tax and accounting work easier with this unique kit!

La entrada Paquete de papeles de trabajo Excel para impuestos Personas Morales se publicó primero en TAX ID.

Main features:

• Automatic depreciation calculation: Apply the tax depreciation rates established under the Income Tax Law (ISR).
• Values update: Includes formulas for updating asset values, considering the National Consumer Price Index (NCPI).
• Intuitive organization: Classifies assets by type and category, facilitating monitoring and control.
• Regulatory compliance: Correctly calculate tax deductions for your assets, ensuring alignment with tax regulations.
• Easy customization: Adapt the template to the specific needs of your company or clients.

Benefits:

• Time saving: Automate complex calculations and reduce human errors.
• Greater precision: Comply with tax regulations without complications.
• Total control: Keep a clear and orderly record of assets and their depreciation.

Ideal for accountants, business owners and anyone who needs to efficiently control tax depreciation. Discover how this tool can simplify your administrative workload and improve your tax compliance.

Get it now and take your tax calculations to the next level.

La entrada Calculadora de depreciación en excel se publicó primero en TAX ID.

You can find out the cost before hiring. Make the right decision.

Main Functions:

1. Determination of Gross and Net Salary:
   • Get the gross salary without including additional concepts (bonuses, loans, food vouchers, etc.) by entering the amount in the cell “B8”.
   • Automatically calculates net salary, including extras such as punctuality bonuses, attendance, food vouchers and loans.
2. Custom Settings:
   • Modify the parameters of vacation days (cell “B15”), Christmas bonus (cell “B16”) and fiscal days (cell “B18”) to customize calculations according to the conditions of the employment contract.
   • Customize additional concepts such as attendance bonus (“B21”), punctuality bonus (“B22”), loans (“B23”) and food vouchers (**“B24” or “B25”).
3. Detailed Calculations of Tax and Labor Obligations:
   • IMSS employer contributions, including detailed breakdowns.
   • Income Tax (ISR) with calculation based on the updated tables and rates for 2025.
   • Payroll Tax (ISN), adjusted according to the rates applicable in each state.
4. Flexible Update:
   • Allows modifications to be made in case of increases in the UMA or the minimum wage, adapting to changes in regulations.
5. Easy to Use:
   • To get the final results, you just need to position yourself on an empty cell and press Ctrl + D, after entering the necessary information.

Benefits of the Calculator:

• Precision: Avoid manual errors and ensure accurate, compliant calculations.
• Time saving: Perform payroll calculations in minutes, without the need for complex formulas.
• Adaptability: Customize parameters such as vacation days, bonuses, and other specific concepts for each worker.
• Tax Compliance: Ensures that tax and fee calculations comply with current Mexican laws.
• Simplicity: Ideal for both accounting experts and users with basic knowledge.

Who Can Use It?

• Accountants and accounting firms that manage company payrolls.
• Human Resources for small, medium and large companies.
• Business owners who want to understand and monitor their payroll calculations.
• Independent professionals in charge of managing payrolls.

Basic Instructions:

1. Check out the instruction video included to learn how to take advantage of all the calculator's features.
2. Enter the data in the corresponding cells:
   • B8: Gross salary without extras.
   • B15 to B25: Customize vacation days, Christmas bonuses, bonuses and other concepts.
3. Get final results by positioning yourself on an empty cell and pressing Ctrl + D.

Includes:

• Step-by-step instruction video.
• Fully editable Excel template.
• Calculations ready to print and present in labor and tax reports.

Don't waste time with manual and complex processes. With this calculator, you can automate your payroll calculations and focus on other areas of your business. Get the Payroll Calculator 2025 today and take your management to the next level!

La entrada Cálculadora de nómina México 2025 se publicó primero en TAX ID.

La entrada Asesoría en la elaboración de la declaración anual 2024 se publicó primero en TAX ID.

Working Paper for Annual Declaration 2024 – General Regime for Legal Entities

With this updated working paper, you will be able to complete the 2024 Annual Declaration of Legal Entities under the General Regime in an efficient and accurate manner. This product is designed based on the current tax provisions and the SAT simulator released on Friday, December 20, 2024, ensuring maximum compatibility with official tools.

Working Paper Index:

1. Income
   1.1 Clearing Provisional Payments
   1.2 Annual AAXI
   1.2.1 Annual Adjustment for Inflation
   1.3 Income from abroad
   1.4 Ext Income Dividends Distributed
2. Authorized Deductions
   2.1 SAT Payroll Viewer
   2.2 Investment Deduction
   2.3 Fees Paid
   2.4 Temporary Use or Enjoyment of PF
   2.5 Net Interests
3. Determination of ISR
   3.1 PTU Paid in the Fiscal Year
   3.2 Tax Losses
   3.3 Incentives to Tax Caused
   3.4 ISR on Dividends
   3.5 Tax Credited Paid Abroad
   3.6 Provisional ISR Payments
   3.7 ISR Retained
4. Payment of ISR
5. Additional Data
   5.1 Utility Coefficient
   5.2 PTU
   5.3 CUCA
   5.4 CUFIN
6. Financial situation
7. Results of the Exercise
8. Accounting Tax Reconciliation
9. INPC
10. Accounting Balance Sheet 2024
11. Accounting Balance Sheet 2023

Key Benefits:

• Automated calculations: Reduce errors and simplify the preparation process.
• Detailed and organized structure: Address each section of the annual return clearly.
• Compliance with current regulations: Designed in accordance with the most recent published tax provisions.

This work paper is ideal for accountants and companies looking to simplify their annual filing process while ensuring tax accuracy and compliance. Prepare yourself now with the most reliable tools on the market.

La entrada Papel de trabajo Declaración Anual 2024 Régimen General Personas Morales (SAT) 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.

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.