> ## Documentation Index
> Fetch the complete documentation index at: https://docs-mx.taxo.ws/llms.txt
> Use this file to discover all available pages before exploring further.

# Mexico Tax Document Extraction

> Automate extraction of Mexican tax documents from SAT (Servicio de Administración Tributaria)

## 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

<CardGroup cols={3}>
  <Card title="CFDI Invoices" icon="file-invoice-dollar">
    Electronic invoices (Comprobante Fiscal Digital por Internet) in XML and PDF formats
  </Card>

  <Card title="Tax Status Certificates" icon="certificate">
    Constancia de Situación Fiscal (CSF) documents showing taxpayer status
  </Card>

  <Card title="Tax Retention Documents" icon="receipt">
    Comprobantes de Retención for tax withholding documentation
  </Card>
</CardGroup>

## Mexican Tax System Context

### Key Concepts

<AccordionGroup>
  <Accordion title="RFC (Registro Federal de Contribuyentes)" icon="id-card">
    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)
  </Accordion>

  <Accordion title="CIEC Credentials" icon="key">
    Clave de Identificación Electrónica Confidencial - the digital credentials used to access SAT's online services.

    **Components:**

    * RFC (username)
    * CIEC Password (confidential password)
  </Accordion>

  <Accordion title="CFDI System" icon="file-code">
    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
  </Accordion>
</AccordionGroup>

## 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   | PDF      | Tax compliance, banking, contracts  |
| `TAX_RETENTION` | Tax retention certificates       | XML, PDF | Payroll, contractor payments        |

## Direction Types (for Invoices)

<Tip>
  Only applicable to `INVOICE` information type.
</Tip>

| 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

<Steps>
  <Step title="Prepare SAT Credentials">
    Ensure you have valid CIEC credentials for the taxpayer
  </Step>

  <Step title="Choose Document Type">
    Determine which type of documents you need to extract
  </Step>

  <Step title="Configure Extraction">
    Set up your extraction request with appropriate filters
  </Step>

  <Step title="Monitor Progress">
    Track job status and download documents when ready
  </Step>
</Steps>

## Quick Links

<CardGroup cols={2}>
  <Card title="SAT API Quickstart" icon="rocket" href="/countries/mx/tax-authorities/sat/quickstart">
    Start extracting documents from SAT in minutes
  </Card>

  <Card title="SAT API Reference" icon="code" href="/countries/mx/tax-authorities/sat/endpoints/create-extraction">
    Detailed API documentation for SAT integration
  </Card>

  <Card title="CFDI Invoices Guide" icon="file-invoice" href="/countries/mx/document-types/cfdi-invoices">
    Learn about Mexico's electronic invoicing system
  </Card>

  <Card title="Use Cases" icon="lightbulb" href="/countries/mx/use-cases/accounting-automation">
    Common implementation patterns for Mexican businesses
  </Card>
</CardGroup>

## Compliance & Legal Considerations

<Warning>
  **Tax Document Retention**: Mexican law requires businesses to retain tax documents for at least 5 years. Ensure your document storage strategy complies with local regulations.
</Warning>

<Note>
  **SAT System Availability**: SAT's systems may have maintenance windows that affect document extraction. Check SAT's official status page for system availability.
</Note>

## Support for Mexico

For Mexico-specific questions and support:

* **Technical Issues**: [support@taxo.co](mailto:support@taxo.co)
* **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](/countries/mx/tax-authorities/sat/quickstart) to begin your integration.