Unexpected SAT Tax Balance in Mexico: What to Reconcile Before You Pay
A higher-than-expected SAT balance may be correct or may reflect a CFDI, payment, withholding, or deduction difference. These eight...
Understand your taxes.
Make better decisions.
Read practical analysis about accounting, SAT, taxes, CFDI and business operations to make informed decisions and stay compliant in Mexico.
Bank Deposits Without Invoice: What the SAT Detects and How to Avoid Discrepancies
The SAT can compare deposits, accounting records, CFDI, and tax returns; it identifies each credit and documents transactions that are...
Accounting Errors: Taxpayer Responsibility and the Five-Year Tax Period
An accountant's error can span multiple periods; the taxpayer needs to assess the scope, correct the cause, and retain evidence.
What Your Accountant Should Deliver to You Every Month: Receipts, Workpapers, and Pending Items
A financial close isn’t finished by just saying “it’s done”: it requires receipts, workpapers, payments, reconciliations, and clear...
Positive SAT Compliance Opinion: What It Means and What to Review
A positive Compliance Opinion is useful but does not replace reconciling tax returns, payments, CFDI, and recent obligations.
Cash Flow and Taxes: How to Prepare for the Second Half of 2026 Without Improvising
Cash flow and taxes for the second half of 2026: how to anticipate payments, balances, fees, and adjustments without improvising.
SAT tax advisory: what you can verify yourself and when to escalate
Use SAT tax advisory efficiently: learn what you can verify yourself, which actions need accounting judgment and when a formal notice...