Streamline Tax Declarations with SAT’s New Digital Platforms

The Tax Administration Service (SAT) has introduced two new digital platforms. These are designed to make it easier for taxpayers to meet their tax obligations and reduce the administrative workload.

SAT (Servicio de Administración Tributaria) is Mexico’s tax authority, responsible for managing and enforcing the country’s tax system. It operates under the Secretaría de Hacienda y Crédito Público (SHCP), Mexico’s equivalent of the Treasury Department.

Platform for Temporary and Final Payments

The first platform is tailored for individuals who pay taxes under the Business and Professional Activities, as well as Leasing schemes. From the fiscal year 2025 onwards, taxpayers can submit their temporary or final Income Tax (ISR) and Value Added Tax (IVA) payments swiftly and effortlessly.

The platform comes with preloaded essential information such as Digital Tax Receipts over the Internet (CFDI), and also allows data modification if needed. You can access this platform at https://pstcdypisr.clouda.sat.gob.mx.

New Platform for DIOT

As of February 3, SAT has launched a new platform for submitting the Informational Declaration of Operations with Third Parties (DIOT). This is applicable to individuals and corporations that are required to report payments, withholdings, and transfers of Value Added Tax.

The platform enables uploading files in .txt format or manually inputting the data, making it ideal for taxpayers with fewer operations. It also allows the submission of over 40,000 records and generates a receipt acknowledgement as proof. You can access this platform at https://pstcdi.clouda.sat.gob.mx.

Dedication to Digitalization and Simplification of Procedure

These new tools from SAT underline their dedication to the digitalization and simplification of tax procedures. They aim to enhance the experience for taxpayers and promote punctual compliance with tax obligations.

What is SAT in Mexico and What Does It Do?

SAT oversees tax collection, audits, and compliance for individuals, businesses, and foreign investors operating in Mexico. Its primary functions include:

Tax Collection & Compliance

• Ensures individuals and businesses pay income tax (ISR), VAT (IVA), and other applicable taxes.
• Requires businesses and professionals to issue electronic invoices (facturas) for transactions.
• Oversees payroll taxes and employer contributions to IMSS (social security).

Business & Real Estate Transactions

• Registers taxpayers (RFC – Registro Federal de Contribuyentes).
• Regulates tax obligations for real estate transactions, including capital gains tax on property sales.
• Verifies tax payments on rental income, requiring landlords (including expats) to declare earnings.

Customs & Import Duties

• Regulates import/export taxes and ensures compliance with international trade regulations.
• Operates Mexican customs to enforce tariffs and prevent smuggling.

Audits & Anti-Fraud Measures

• Conducts audits to prevent tax evasion, money laundering, and financial fraud.
• Monitors bank transactions and large cash deposits to detect undeclared income.

Why is SAT Important for Expats and Investors?

• If you work, own a business, or rent property in Mexico, you must register with SAT and declare your income.
• If you sell property, SAT determines your capital gains tax liability.
• If you import goods or invest in a business, SAT ensures you comply with Mexican tax laws.

Need to Register or Pay Taxes?

Visit SAT’s official website for more information or to check your RFC status, tax obligations, and compliance requirements.