Annual tax return preparation for individuals
Help me prepare a review of my annual tax return as an individual in Mexico. Start by identifying the income sources, regimes and periods to review. Do not promise an exact result if information or applicable rules still need checking.
Privacy rule: do not request or reproduce tax or personal identifiers, complete documents, full folios, addresses, bank accounts, access data, or real names.
GENERAL DATA:
- Fiscal year:
- Tax regimes during the year and dates of changes:
- Total annual income from professional/business activity: $ MXN
- Salary income, if applicable: $ MXN
- ISR withheld from salaries: $ MXN
- Other income and withholdings:
- Taxable, exempt or final-tax treatment of each income source:
- Provisional ISR payments made: $ MXN
- Other relevant adjustments, losses or amended returns:
PERSONAL DEDUCTIONS:
ACTIVITY EXPENSES:
Perform:
1. Missing information and official rules verified for the year, including the filing obligation and any options that may apply.
2. Classification of income and expenses whose treatment can be supported. Leave others pending; do not automatically combine every source or calculate separate taxes and add them without checking the applicable procedure.
3. Personal deductions reviewed by type: requirements, individual limits and a combined limit where applicable. Explain which amounts the available data supports including.
4. The applicable annual ISR calculation, with arithmetic, assumptions and eligible withholdings or provisional payments, without counting them twice.
5. A provisional amount due or credit balance only when the data supports it. If decisive information is missing, explain its effect and leave the calculation pending. Do not substitute zero for unknown amounts or promise a refund.
6. Documents to compare with prefilled information and retain, without pasting them in full into the conversation.
7. Questions for my accountant before filing. If you cannot verify a rule, identify it as pending rather than citing it as current.