Customer fiscal profiles

The tax registration and electronic invoice receiver data of one customer in Mexico.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
CSF issue datedateDateDate printed on the certificate (place and date of issue), not the upload time.
Tax status certificate (CSF)csfPDFPDF issued by SAT. On save, the system extracts RFC, tax regime, and fiscal address.
Legal namerazonSocialTextLegal name registered with SAT — business name for legal entities, full name for individuals.
Entity typepersonaConstantTaxpayer type per CSF. Optional in draft; required to issue CFDI.
Default CFDI usageusoCfdiTextDefault UsoCFDI when this party acts as CFDI receiver.
CURPcurpTextUnique Population Registry Code for individuals.
Tax residenceresidenciaFiscalTextCountry of tax residence when the receiver is foreign (CFDI 4.0).
Foreign tax IDnumRegIdTribTextTax identifier in the country of residence when the receiver is foreign.
StreetcalleText
Exterior numbernumeroExteriorText
Interior numbernumeroInteriorText
NeighborhoodcoloniaText
LocalitylocalidadText
MunicipalitymunicipioText
StateestadoTextMexican state (c_Estado). Must match SAT records.
Address countrypaisTextCountry code of the fiscal address registered with SAT.
Fiscal postal codecodigoPostalTextMust match SAT registration. Required in CFDI 4.0 as DomicilioFiscalReceptor.
Tax regimeregimenFiscalTextYesSAT tax regime (c_RegimenFiscal). Must match CSF and CFDI Issuer/Receiver nodes.
Capital regimeregimenCapitalTextCapital regime from CSF (legal entities only), e.g. S.A. de C.V.
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

Customer fiscal profilesCustomers

Actions

What you can do with a record. Every action also sends the webhook event fiscalmxcustomers.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new fiscal profile.App · API · MCP · CLI
EditupdateSave changes to this fiscal profile.App · API · MCP · CLI
DeletedeleteDelete this fiscal profile and the data that belongs with it. This cannot be undone.App · API · MCP · CLI