{"id":3170,"date":"2024-09-02T14:32:16","date_gmt":"2024-09-02T20:32:16","guid":{"rendered":"https:\/\/q1dapyf5zv.onrocket.site\/?post_type=product&#038;p=3170"},"modified":"2025-10-20T22:20:22","modified_gmt":"2025-10-21T04:20:22","slug":"checlist-cierre-contable-y-fiscal-en-excel","status":"publish","type":"product","link":"https:\/\/taxid.mx\/english\/tienda\/papel-de-trabajo\/personas-morales\/checlist-cierre-contable-y-fiscal-en-excel\/","title":{"rendered":"Checklist for accounting and tax closing in Excel"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1\u2033 _builder_version=\u00bb4.16\u2033 custom_padding=\u00bb0px||||false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row _builder_version=\u00bb4.16\u2033 background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat= \u00bbrepeat\u00bb width=\u00bb100%\u00bb custom_padding=\u00bb0px||0px||false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4\u2033 _builder_version=\u00bb4.16\u2033 custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_wc_breadcrumb _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_breadcrumb][et_pb_wc_cart_notice _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_w c_cart_notice] [\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00bb1_2,1_2\u2033 _builder_version=\u00bb4.16\u2033 background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb width=\u00bb100%\u00bb custom_padding=\u00bb0px||||false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb1_2\u2033 _builder_version=\u00bb4.16\u2033 custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_wc_images _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_images][\/et_pb_column][et_pb_column type=\u00bb1_2\u2033 _builder_version=\u00bb4.16\u2033 custom_padding= \u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_wc_title _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_title][et_pb_wc_rating _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_rating] [et_pb_wc_price _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_price][et_pb_wc_description _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_description][et_pb_wc_add_to_cart _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_add_to_cart][et_pb_wc_meta _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_meta][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u00bb4.1 6\u2033 background_size =\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb width=\u00bb100%\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4\u2033 _builder_version=\u00bb4.16\u2033 custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_wc_tabs _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb] [\/et_pb_wc_tabs][et_pb_wc_upsells _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_upsells ] [et_pb_wc_related_products _builder_version=\u00bb4.16\u2033 global_colors_info=\u00bb{}\u00bb][\/et_pb_wc_related_products][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p>Excel checklist for accounting and tax closing, covering taxes, withholdings, payrolls and more, to ensure an efficient and error-free process.<\/p>","protected":false},"featured_media":3673,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"Este checklist en Excel es una herramienta exhaustiva dise\u00f1ada para asegurar un cierre contable y fiscal preciso y sin contratiempos. Ideal para contadores y administradores, este recurso cubre todas las \u00e1reas clave que requieren atenci\u00f3n al finalizar el ejercicio fiscal. Algunas de las secciones incluidas son:\r\n<ul>\r\n \t<li><strong>Impuestos:<\/strong> Verifica el cumplimiento de todas las obligaciones fiscales, incluyendo la declaraci\u00f3n y pago de impuestos federales y locales.<\/li>\r\n \t<li><strong>Retenciones ISR:<\/strong> Asegura que las retenciones de ISR a empleados, proveedores y terceros est\u00e9n correctamente calculadas y registradas.<\/li>\r\n \t<li><strong>Retenciones IVA:<\/strong> Controla las retenciones de IVA aplicadas en operaciones con proveedores y revisa su correcto registro.<\/li>\r\n \t<li><strong>Retenciones IEPS:<\/strong> Eval\u00faa y confirma las retenciones de IEPS aplicables en los casos correspondientes.<\/li>\r\n \t<li><strong>Informativas:<\/strong> Incluye una gu\u00eda para la preparaci\u00f3n y presentaci\u00f3n de declaraciones informativas como la DIOT y otras obligaciones peri\u00f3dicas.<\/li>\r\n \t<li><strong>Avisos:<\/strong> Mant\u00e9n al d\u00eda todos los avisos obligatorios ante las autoridades fiscales, como cambios en la situaci\u00f3n fiscal o la presentaci\u00f3n de avisos de compensaci\u00f3n.<\/li>\r\n \t<li><strong>Actividades:<\/strong> Monitorea y verifica todas las actividades contables necesarias para el cierre, desde la conciliaci\u00f3n bancaria hasta la depuraci\u00f3n de cuentas.<\/li>\r\n \t<li><strong>Buz\u00f3n Tributario:<\/strong> Asegura que se revisen y atiendan todos los mensajes y notificaciones recibidos en el Buz\u00f3n Tributario del SAT.<\/li>\r\n \t<li><strong>N\u00f3minas:<\/strong> Confirma el correcto c\u00e1lculo y registro de las n\u00f3minas, as\u00ed como la presentaci\u00f3n de las declaraciones correspondientes ante el IMSS y el INFONAVIT.<\/li>\r\n \t<li><strong>Secretar\u00eda de Trabajo:<\/strong> Verifica el cumplimiento de las obligaciones ante la Secretar\u00eda del Trabajo y Previsi\u00f3n Social (STPS), como la presentaci\u00f3n de la declaraci\u00f3n anual de la prima de riesgos de trabajo.<\/li>\r\n \t<li><strong>Listado de Registros Contables:<\/strong> Revisa y ajusta todos los registros contables, asegurando que la informaci\u00f3n financiera refleje fielmente la realidad de la empresa.<\/li>\r\n<\/ul>\r\nEste checklist es una gu\u00eda pr\u00e1ctica y completa que te permitir\u00e1 llevar a cabo el cierre contable y fiscal de manera organizada, evitando omisiones y garantizando el cumplimiento de todas las obligaciones legales. Ahorra tiempo y minimiza errores con esta herramienta indispensable para el cierre anual.","_et_gb_content_width":"","_joinchat":[]},"product_brand":[],"product_cat":[74,158],"product_tag":[202,200,197,199,201,198],"class_list":{"0":"post-3170","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-papel-de-trabajo","7":"product_cat-personas-morales","8":"product_tag-actividades-cierre-contable","9":"product_tag-checklist-cierre-excel","10":"product_tag-checklist-de-cierre","11":"product_tag-cierre-contable","12":"product_tag-excel-ista-de-actividades","13":"product_tag-lista-actividades-cierre-contable","15":"first","16":"instock","17":"downloadable","18":"virtual","19":"purchasable","20":"product-type-simple"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Checklist cierre contable y fiscal en Excel - TAX ID<\/title>\n<meta name=\"description\" content=\"Asegura un cierre contable y fiscal sin errores con este checklist en Excel. 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