Accounting for individuals without collecting invoices at month end

“Before, everything piled up in April or at close. Now Fintax asks for what is needed, reviews receipts and explains what is filed.”

Fintax client

Individual

Challenge

Between income, deductions, received CFDI and payments, review waited until close and receipts were easy to lose.

Fintax set up the service by regime: files requested on time, deductions reviewed, IVA and ISR calculated and each period tracked.

clear file list

Month by month

income and deductions reviewed

100%

receipts and payments easy to find

No detours

questions handled by the accountant