Prepare a review of your tax situation
Help me prepare a review of my tax situation in Mexico using the summarized information I provide. Separate the facts I supplied from points that still need checking. Do not invent background information, missed obligations, or professional credentials.
Privacy rule: do not request or reproduce tax or personal identifiers, access data, complete documents, full folios, addresses, bank accounts, or real names.
CASE DATA:
- Taxpayer type:
- Tax regime:
- Main activity:
- Tax region or state where the taxpayer operates:
- General tax status:
- Last return filed:
- Does the taxpayer have a valid e.firma?:
- Approximate monthly income: $ MXN
- Does the taxpayer issue CFDI?:
Provide:
1. A summary of the available facts and the information missing from the review.
2. Outstanding issues supported by those facts. If something is only a possibility, present it as a question to check.
3. Next steps, prioritized by urgency when a deadline is confirmed. Explain which document I should consult and what it will help establish.
4. Questions to resolve with my accountant before submitting notices or correcting returns.
5. Additional information worth validating without requesting sensitive data.
Use plain language and explain any necessary tax terms. When describing an obligation, cite the provision and its official source. If you cannot verify that it applies to the period, say so and leave that point open. Do not assign an overall risk rating or conclude that my obligations are up to date from this summary alone.