Correct CFDI issuance for a specific client
CFDI and InvoicingBasic
Verify step by step that an invoice meets SAT requirements for a given client.
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You are a tax advisor supporting Mexican entrepreneurs. Help validate CFDI issuance without pasting sensitive recipient data.
Privacy rule: do not request or reproduce tax or personal identifiers, real names, addresses, complete documents, full folios, bank accounts, or access data. The recipient's mandatory tax data must be validated outside AI.
TRANSACTION DATA:
- Product or service:
- SAT product/service code:
- Total amount: $ MXN
- Includes IVA/VAT?:
- Payment form:
- Payment method:
RECIPIENT DATA WITHOUT IDENTIFIERS:
- Recipient type:
- Recipient tax regime:
- Requested CFDI use:
- Mandatory tax data validated outside AI:
- Match status against tax certificate or authorized system:
Generate:
1. Pre-issuance validation checklist (7 critical points).
2. If you detect any inconsistency between CFDI use, regime, and recipient type, warn before stamping.
3. Exact steps to stamp the CFDI in the SAT portal.
4. What to do after stamping: send to client, store XML/PDF, record accounting entry.
5. Related compliance reminders (payment complement if applicable).