Monthly bookkeeping
Full financial record-keeping aligned with Mexican GAAP. Bank reconciliation, expense categorization, and financial statements.
Monthly accounting & SAT filings
Monthly accounting, IVA, ISR. Filed on time.
CFDI invoicing, monthly bookkeeping, IVA + ISR + DIOT filings, annual corporate return, and e.firma maintenance. Included in every Tally monthly retainer. Compliant from day one — even during pre-revenue COFEPRIS waits.
100%
SAT compliance from day one
17th
Monthly filing deadline (we never miss)
16%
IVA recoverable via filings
Mar 31
Annual declaration deadline
Your US accountant cannot file Mexican taxes.
Once your Mexican entity has an RFC and begins operations, you are legally required to file monthly tax returns with SAT — even if you have zero revenue. Mexico’s tax system is entirely electronic (CFDI invoicing), with strict deadlines and penalties for late or incorrect filings. Our dedicated finance team in Mexico City handles everything so you stay compliant while focusing on growing your business.
Eight deliverables every month.
From bookkeeping to annual filings to e.firma maintenance — everything you need to keep your Mexican entity compliant.
ISR filing (income tax)
Monthly provisional payments and annual declaration. Proper deductions for imports, operational expenses, and payroll.
IVA filing (value-added tax)
16% IVA calculation, crediting of IVA paid on imports and expenses, monthly declaration to SAT. Fully recoverable.
DIOT reports
Monthly Declaración Informativa de Operaciones con Terceros. Required report of all transactions with third parties.
CFDI invoice management
Electronic invoice generation, validation, and correction. Mexico’s electronic invoicing system is mandatory for all transactions.
Contabilidad en ceros
Reduced-fee accounting during pre-revenue periods. If you’re waiting for COFEPRIS permits or haven’t started selling yet, we keep your entity compliant at minimal cost.
Annual declaration
Year-end tax declaration including all informativas. Comprehensive reconciliation of the fiscal year. Filed by March 31.
e.firma maintenance
Renewal and maintenance of the company’s e.firma issued by SAT. Required for tax filings, Padrón, and corporate transactions. SAT issues; we maintain.
How we work every month.
Four steps every month to keep your entity compliant and your books current.
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Document collection — by the 5th
We gather bank statements, invoices, and expense receipts. Automated pulls when possible, secure uploads when not.
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Book closing — by the 10th
Reconciliation, categorization, and financial-statement preparation. Internal review by senior accountant before SAT submission.
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Tax filing — by the 17th
ISR, IVA, and DIOT declarations submitted to SAT via the company’s e.firma. We never miss the legal deadline.
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Reporting
Monthly financial summary delivered to you with key metrics, IVA recoverable, and compliance status. One PDF, one Slack message.
What SAT expects from your entity.
| Obligation | Frequency | Deadline | Description |
|---|---|---|---|
| ISR (income tax) | Monthly + annual | 17th of each month | Provisional payments based on estimated annual income |
| IVA (value-added tax) | Monthly | 17th of each month | 16% on goods and services. IVA paid on imports is creditable. |
| DIOT | Monthly | 17th of each month | Report of operations with third-party providers |
| CFDI invoicing | Per transaction | Within 24 hours | Electronic invoices for all revenue and expense transactions |
| Annual declaration | Annual | March 31 | Comprehensive fiscal year reconciliation |
| Informativas | Annual | February 15 | Supplementary annual reports (related parties, foreign ops) |
Common accounting questions.
Yes. Once your entity has an RFC, you must file monthly tax returns with SAT regardless of revenue. Tally offers “contabilidad en ceros” at reduced cost during pre-revenue periods.
No. Mexico has a completely separate tax system with electronic invoicing (CFDI), specific filing formats, and local deadlines. A Mexican accountant with SAT system access is required.
Yes. The 16% IVA paid on imports is fully creditable against IVA collected on sales. Proper accounting ensures you recover this significant cost through monthly tax filings.
SAT imposes automatic penalties and interest for late filings. Repeated non-compliance can result in RFC cancellation, which would halt your ability to import, sell, and operate. We ensure all deadlines are met.
Yes. For companies with related-party transactions (e.g., your US parent sells inventory to your Mexican subsidiary), we provide transfer pricing advisory to ensure compliance with Mexican and international regulations.
Monthly accounting included in every plan.
Starting at $588/mo — entity, RFC, the company’s e.firma, banking, accounting, CFDI invoicing, and SAT filings.
Ready for clean Mexican accounting?
Start your application. We’ll send a discovery scope and onboarding plan within 48 hours.
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