Overview
Mexico’s tax system is managed by the SAT (Servicio de Administración Tributaria), the country’s tax authority. Taxo’s Mexico integration allows you to automatically extract various types of tax documents directly from SAT’s systems.Supported Tax Documents
CFDI Invoices
Electronic invoices (Comprobante Fiscal Digital por Internet) in XML and PDF formats
Tax Status Certificates
Constancia de Situación Fiscal (CSF) documents showing taxpayer status
Tax Retention Documents
Comprobantes de Retención for tax withholding documentation
Mexican Tax System Context
Key Concepts
RFC (Registro Federal de Contribuyentes)
RFC (Registro Federal de Contribuyentes)
The unique taxpayer identification number in Mexico. Every individual and business must have an RFC to conduct tax-related activities.Format Examples:
- Individual:
GACJ841128H87(13 characters) - Company:
GAC841128A87(12 characters)
CIEC Credentials
CIEC Credentials
Clave de Identificación Electrónica Confidencial - the digital credentials used to access SAT’s online services.Components:
- RFC (username)
- CIEC Password (confidential password)
CFDI System
CFDI System
Mexico’s electronic invoicing system that requires all tax documents to be digitally signed and validated by SAT.Features:
- XML structure with digital signatures
- Real-time validation with SAT
- Mandatory for most business transactions
Available Information Types
| Type | Description | Formats | Use Cases |
|---|---|---|---|
INVOICE | CFDI invoices (emitted/received) | XML, PDF | Accounting, expense tracking, audit |
TAX_STATUS | Constancia de Situación Fiscal | Tax compliance, banking, contracts | |
TAX_RETENTION | Tax retention certificates | XML, PDF | Payroll, contractor payments |
Direction Types (for Invoices)
| Direction | Description | Use Case |
|---|---|---|
INBOUND | Invoices received by the taxpayer | Expense tracking, accounts payable |
OUTBOUND | Invoices issued by the taxpayer | Revenue tracking, accounts receivable |
Getting Started with Mexico
1
Prepare SAT Credentials
Ensure you have valid CIEC credentials for the taxpayer
2
Choose Document Type
Determine which type of documents you need to extract
3
Configure Extraction
Set up your extraction request with appropriate filters
4
Monitor Progress
Track job status and download documents when ready
Quick Links
SAT API Quickstart
Start extracting documents from SAT in minutes
SAT API Reference
Detailed API documentation for SAT integration
CFDI Invoices Guide
Learn about Mexico’s electronic invoicing system
Use Cases
Common implementation patterns for Mexican businesses
Compliance & Legal Considerations
SAT System Availability: SAT’s systems may have maintenance windows that affect document extraction. Check SAT’s official status page for system availability.
Support for Mexico
For Mexico-specific questions and support:- Technical Issues: [email protected]
- SAT Integration: Our team has extensive experience with Mexican tax requirements
- Compliance Questions: We can help ensure your integration meets local regulations
Ready to start extracting Mexican tax documents? Head to our SAT Quickstart Guide to begin your integration.