Quick Answer
Update the activities and obligations in your RFC when what you do, your tax regime, or your required filings change. Set the actual date, submit the notice through the official channel, download the acknowledgment receipt, and verify that the certificate, CFDI, and tax calendar are aligned.
If your activity, regime, or obligation changes, update the RFC with the actual date and data, keep the acknowledgment receipt, and align invoicing and tax returns.
Do Not Backdate Without Justification
The date must correspond to the actual change and the notice requirements. Keep documents that support it.
Change Process
- Describe the actual change.
- Compare with the current certificate.
- Determine the date and data for the notice.
- Submit and download the acknowledgment receipt.
- Verify and update internal processes.
When to Review Activities and Obligations
Updating the RFC is not just changing a label. The notice must reflect new activities, income proportions, regime, and obligations that correspond to reality.
After the procedure, confirm that the certificate shows the change and adjust invoicing, tax returns, contracts, and internal controls. The acknowledgment receipt is part of the file, not the end of the process.
Impact of Each Update
| Change | What to Review | Affected Team |
|---|---|---|
| New Activity | Percentages and Taxes | Invoicing |
| New Regime | Eligibility and Transition | Tax Department |
| New Obligation Registration | Frequency and Date |
Information Before the Notice
- Current certificate and cutoff date.
- Description of actual activities.
- Estimated income by activity.
- Date when the change occurred.
- e.firma or Password and final acknowledgment receipt.
There Is Also Work After the Notice
- Using a convenient date instead of the actual one.
- Adding an activity without reviewing associated obligations.
- Not providing the new certificate to the team.
- Continuing to submit forms from the previous scheme.
Case: The Business Changed, the RFC Did Not
A person who provided services starts selling products and hiring staff. Before issuing CFDI with the new model, review activities, percentages, regime, obligations, and effective date. Submit the corresponding notice and provide the acknowledgment receipt to invoicing, payroll, and accounting.
The certificate must reflect the actual operation; invoicing a new activity without reviewing obligations creates discrepancies in the chain.
— Fintax
Sources and Further Reading
Consult official sources: official update notice, Federal Tax Code.
To complete the process within Fintax, review: monthly returns and acknowledgments, CFDI invoicing, compliance opinion.
Frequently Asked Questions
When should I update?
Check the applicable deadline for the notice and record the actual date of the change; do not wait for the annual update.
Is submitting the notice enough?
No. Verify the certificate and align CFDI, returns, and processes.
What happens if I leave a previous obligation?
It may still appear as pending; confirm if it should be modified or maintained.
What to Do Now
Turn this review into a file with a responsible person, date, source, and evidence. If there is a material difference, an overdue obligation, or a decision that changes the calculation, validate the case with your accounting responsible before submitting, canceling, or paying.
