MEXICO E-INVOICING

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MEXICO E-INVOICING

published 28/03/2022

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Comprobante Fiscal Digital por Internet (CFDI)?

Is an electronic invoice legally accepted digital tax receipt that your organization submits to the Mexican tax authority (Servicio de Administración Tributaria [SAT]). The electronic invoices must be secure, confidential, authentic, and legally acceptable. You need to be sure that international standards and national specifications are respected.

It must exist in a standard XML format as mandated by the SAT, the Mexican tax authority. The CFDI includes information such as a tax ID number, description of goods, total amount of the invoice, taxes due and much more. The shipper has to submit a CFDI and then receive unique a number back from the government called a UUID. Once the government generates the UUID and validates it with the receiver of a shipment, the company can ship its goods. Once the government generates the UUID and make all of the necessary business and technical validations, the company can ship its goods.

Since 1st January 22 the new CFDI 4.0 is to be used and will introduce the following changes:

  • A new element is created, it will affect global invoices and summary reports of B2C invoices
  • The postal code and tax regime of the recipient will now be information included in the CFDI.
  • The name will be mandatory and must be validated.
  • An attribute is added for activities with the primary sector.
  • A new attribute is created to indicate whether the CFDI includes exports.
  • An attribute has also been added to indicate whether it is subject to taxation.
  • The third-party account add-in is replaced with a new element.
  • Changes are also made to the validation rules.

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Method for generating electronic invoices

Invoices are verified and certified by a digital signature service provider (PAC). Before you can use the CFDI method to generate electronic invoices, your organization must set up a web service connection to an authorized PAC. For the CFDI method, you send a message from your ERP to your EDI provider who maps it to the PAC format. The PAC validates each invoice, assigns a folio number, and then incorporates the digital stamp (UUID) that the service tax authorities provide. After the PAC completes the approval process, your organization receives the approved XML message, and can then submit the invoice to the customer in XML or PDF format.

Requirements for using electronic invoices

  • An RFC or CURP tax registration ID is required for your organization and your customers. Be sure to complete this information in the related configuration
  • Obtain a Registro Federal de Contribuyentes (RFC) number, a Clave Única de Registro de Población (CURP) number, and a state inscription number from SAT.
  • Make sure that PDF and XML files meet SAT requirements. These files are sent to customers as email attachments. The XML file that is generated must be based on the XML schema definition (XSD) that SAT provides. You must archive the XML file of each electronic invoice.

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Carta Porte ?

the new Bill of Lading Supplement (locally known as Suplemento de Carta Porte) that should be added as an annex to the electronic invoice (CFDI) of Transfer (CFDI de Traslado) or to the CFDI of Revenues (CFDI de Ingresos) that are issued for hauling services.

the purpose of enforcing the use of the Carta Porte supplement, whether as an annex to the CFDI of Transfers or the CFDI of Revenues, is to ensure the traceability of the products moved inside the Mexican territory by requiring the provision of additional information about the origin, location, precise destination and routes of transport of the products transferred by roads, rail, water or air in Mexico.

Once this change comes into effect, 1st October 2021, transporters of goods by road, rail, water or air must have a copy of the Supplement of Carta Porte in the vehicle that proves lawful compliance with this mandate.

Iway Services supports you in all stages of Electronic Invoicing, whatever the format.

  Contact us and, thanks to our experts, we will bring you the right answers and solutions.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”2001″ img_size=”large” alignment=”center” style=”vc_box_rounded” css=”.vc_custom_1648450557707{padding-top: 160px !important;padding-right: 5px !important;padding-bottom: 5px !important;padding-left: 5px !important;}”][/vc_column][/vc_row][vc_row][vc_column][vc_separator css=”.vc_custom_1641732909425{padding-top: 30px !important;padding-bottom: 10px !important;}”][vc_column_text]Sources :

  • https://www.sat.gob.mx/home

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