This Tax Calendar is an essential tool for any company or individual in Mexico, as it includes all the key dates related to the main fiscal and administrative obligations of the year. Stay up to date and avoid penalties with a detailed follow-up of each of your responsibilities. Among the obligations included are:

• SAT Notices: Dates for submitting various notices and notifications to the Tax Administration Service (SAT).
• IMSS compliance: Deadlines for submitting obligations to the Mexican Social Security Institute, such as payment of fees.
• INEGI compliance: Declaration of mandatory statistical data before the National Institute of Statistics and Geography.
• AML Compliance: Compliance with regulations related to the Prevention of Money Laundering.
• REPSE compliance: Registration and updating in the Registry of Providers of Specialized Services or Specialized Works.
• Compliance with the RNIE: Submission of information to the National Registry of Foreign Investments.
• SAT statements: Dates to comply with monthly and annual tax returns to the SAT.
• SAT information statements: Information obligations to be submitted to the SAT.

With this calendar, you will have a clear vision of when and how to fulfill each of these responsibilities, allowing you to plan ahead and always stay on track.

La entrada Calendario Fiscal 2024 se publicó primero en TAX ID.

Optimize the preparation of your annual declaration for legal entities with our formulated Excel sheets. Designed specifically for fiscal year 2022, these practical tools ensure an efficient and accurate process, complying with the formats required by the SAT. In addition, this package is adaptable for the year 2023 and allows you to prepare in advance for 2024. It is used for both the Simplified Trust Regime (RESICO) and the General Regime.

Includes:

• Taxable income: Detailed record of all taxable income.
• Annual adjustment for inflation: Calculations to adjust your income according to inflation.
• Authorized deductions: Formats to record all deductions allowed by law.
• Payroll reconciliation: Tool to reconcile payroll and ensure its correct accounting.
• Investment certificate: Registration and control of your investments and their depreciation.
• Determination of ISR: Precise calculation of the Income Tax payable.
• Comparison sheet (double calculation): It allows you to compare two calculation methods to ensure the best tax option.
• CUFIN, CUCA: Tools to calculate and control the Net Fiscal Profit Account and the Contribution Capital Account.
• Update of tax losses: Calculation and updating of tax losses from previous years.
• Statement of Financial Position: Format to prepare the company's general balance sheet.
• Statement of income: Detailed record of income and expenses to determine the net result.
• Cash flow (direct and indirect method): Tools to calculate cash flow under both methods.
• Statement of changes in stockholders' equity: Record of changes in shareholders' equity.

Each of these worksheets is formulated and organized according to the official SAT formats, facilitating presentation and ensuring compliance with tax regulations. This package is not only ideal for the 2022 tax year, but is also adaptable for 2023 and helps you prepare for 2024. It is suitable for both the Simplified Trust Regime (RESICO) and the General Regime.

La entrada Papeles de trabajo declaración anual persona moral 2023 y 2022 RESICO y régimen general se publicó primero en TAX ID.