Taxes and e-invoicing
Taxes
On each line of a quote, an order, an invoice or a purchase, Netzo decides which taxes apply and how much, with the tax calculation. Nobody types a tax by hand.
| Configure | Is | Example |
|---|---|---|
| Taxes | What the company charges, withholds or bears | VAT charged, income tax withheld |
| Rates | The rate of a tax for a company, in force between two dates | VAT 16 % from January 1 |
| Item taxes | Which taxes apply to each item, service or material | A product exempt from VAT |
| Tax registrations | The registration of the company in a country or state | Its RFC in Mexico |
| Parameters and bracket tables | Values and brackets the formulas use, by date | Income tax brackets for payroll |
You publish a new rate or table with its start date. Earlier documents keep the rate they were calculated with.
E-invoicing in Mexico
A CFDI is an electronic invoice stamped with the SAT. Netzo creates the CFDI of the document that needs it and stamps it with an authorized provider (PAC).
| Type | Issued by |
|---|---|
| Income (I) | A sales invoice or an invoiced point-of-sale ticket |
| Expense (E) | A credit note or a return |
| Payment (P) | A payment of a credit invoice |
| Payroll (N) | A payslip |
| Transfer (T) | A transfer of goods |
Before you stamp
| You need | Where |
|---|---|
| The tax data of the company: RFC, tax regime and postal code | In the company |
| Its active digital seal certificate (CSD) | CSD certificates: upload the certificate and its private key, and activate it |
| Available stamps | Stamp entitlements: the stamp packs of your organization and their validity |
| The SAT codes of customers, items and units | In each record, in its tax section |
Life of a CFDI
- Stamp. Netzo seals the CFDI with the company's CSD and sends it to the PAC. The fiscal folio (UUID) goes in the record.
- Cancel. Netzo asks the SAT for the cancellation with its reason. When the receiver must accept it, the CFDI stays with the cancellation requested until the answer.
- Substitute. Issues a new CFDI that replaces the earlier one and relates to it.
- Stamp again. Repeats a stamp that failed, without a new CFDI.
Received CFDI
Upload the XML files of your suppliers in XML imports. Netzo validates them, keeps them as received CFDI and lets you relate them to their purchase bills. The netzo-fiscalmx-reconcile skill compares the CFDI of a period with your books. See MCP.
Official values
Netzo keeps the official values that payroll and taxes use in Mexico: the UMA, the minimum wage, the income tax tables and the IMSS rates.