Mexico (CFDI): Document-Level Tax Configurations
The topics in this section describe configurations for Document-Level taxes.
In this section
| Topic | Description |
|---|---|
| Mexico (CFDI): Invoice Series | You must provide an optional invoicing series code for internal taxpayer control. |
| Mexico (CFDI): Invoice Subtype Code | In Mexico, you must include a code that classifies how the recipient will use the tax receipt. |
| Mexico (CFDI): Specification Identifier | You must identify the CFDI specification version that the invoice conforms to. |
| Mexico (CFDI): Invoice Issue Time | In Mexico, you must include the specific time the invoice was issued. |
| Mexico (CFDI): Invoice Type Code | You must specify whether the document is an invoice, credit note, or debit note. |
| Mexico (CFDI): Seller Tax Registration | In Mexico, you must register the seller's Federal Taxpayers Registry Code (RFC) and tax regime. |
| Mexico (CFDI): Buyer Tax Registration | You must register the buyer's Federal Taxpayers Registry Code (RFC) and applicable tax regime. |
| Mexico (CFDI): Payment Means Code | In Mexico, you must indicate the payment method used for the transaction. |
| Mexico (CFDI): Tax Category Code | In Mexico, you must classify taxes as standard rate or exempt at the document level. |
| Mexico (CFDI): Tax Category Code | You must specify the tax scheme type according to Mexican codes (ISR, IVA, or IEPS). |
| Mexico (CFDI): Withholding Tax Category Code | In Mexico, you must classify withholding tax as standard rate or exempt when applicable. |
| Mexico (CFDI): Withholding Tax Scheme Code | You must specify the withholding tax scheme type as required by Mexico. |
| Mexico (CFDI): Export Type Code | Specify whether a receipt covers an export transaction in your Mexico documents. |
| Mexico (CFDI): Payment Method Code | Specify payment methods in your Mexico documents. |
| Mexico (CFDI): Invoice Period | Add start and end dates for Global CFDI invoices. |
| Mexico (CFDI): Withholding Tax Type Code | Define withholding tax type codes for document-level taxes. |
| Mexico (CFDI): Tax Type Code | Classify document-level taxes as rate, fixed fee, or exempt in Mexico documents. |
Billing References
A credit or debit note should refer to a previously issued CFDI.
| Topic | Description |
|---|---|
| Mexico (CFDI): Reference Relation Code | This shows the nature of the relationship between the current invoice and the referenced invoices. |
| Mexico (CFDI): Original Invoice Document Type Code | Indicates the type of the original referenced invoice in the document. |
| Mexico (CFDI): Original Invoice Number | This indicates the invoice number of the referenced invoice. |
| Mexico (CFDI): Original Invoice UUID | This indicates the UUID of the referenced invoice. This UUID is also known as the Fiscal Folio. When invoices are reported to the SAT, a UUID is assigned to each one. This UUID must be referenced when referring to a previously issued invoice or payment. |
| Mexico (CFDI): Original Invoice Currency Code | This indicates the currency code of the referenced invoice. |
Updated 4 days ago
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