Quick tax diagnosis for a taxpayer
SAT and ComplianceBasic
Get a structured analysis of an individual or company's tax situation before SAT.
Ready-to-use prompt
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Act as a certified public accountant with 15 years of experience in Mexican taxation. Perform a quick tax diagnosis using anonymized, summarized data.
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. Tax risk evaluation (low, medium, or high) with rationale.
2. The 3 most likely pending items that should be reviewed.
3. Checklist of 5 immediate actions to get up to date.
4. Specific warnings based on regime, activity, and status.
5. Additional information worth validating without requesting sensitive data.
Use professional, clear language, with references to the LISR and CFF when relevant.