Prepare a review of your tax situation
Organize what you know about your tax obligations and prepare questions to discuss with your accountant.
AI Prompts
Review CFDI data before assessing deductions
Review an invoice table, find differences, and distinguish what the data can establish from what needs more support.
Prepare a monthly RESICO calculation for an individual
Organize income, VAT and withholdings to review the month's calculation with your accountant before filing.
Review differences between bank and accounting records
Compare transactions and balances, identify possible matches, and prepare a list of differences to investigate.
Payroll, IMSS and INFONAVIT analysis
Organize earnings and deductions, check the arithmetic, and identify what is missing to review income tax and social security contributions.
Annual tax return preparation for individuals
Gather the year's income, withholdings and expenses to prepare a review of your annual tax return.
Prepare a draft response to a SAT communication
Organize the facts and supporting records to review a possible response with your accountant or lawyer.
Compare tax options before year-end
Compare costs, requirements and possible tax effects of decisions your business needs to make before year-end.
Correct CFDI issuance for a specific client
Prepare invoice details and resolve questions about the transaction, taxes and payment before issuing it.
Monthly creditable VAT control by supplier
Organize VAT on purchases and payments, check differences, and identify what is missing to determine the month's VAT credit.