After the criticism, the saturation of the system and for taxpayers to comply with their tax obligations, The Tax Administration Service (SAT) postponed the entry into force of the 4.0 invoice until next January 1.
He stressed that the issuance of the payroll invoice is independent of the labor obligation that employers have to pay wages and salaries to their workers, so Failure to deliver the Tax Situation Certificate is not a reason for dismissal or withholding payments. He also asked individuals and legal entities that use the new billing version 4.0 to continue with it, in order to socialize its use. And to those who still do not use it, he invited them to continue with the transition process during the rest of the year.
He recalled that it is important for the taxpayer to know and keep their information updated in the Fiscal Situation Certificate, since it contains identification data, location and fiscal obligations, such as RFC, name or company name, postal code of the fiscal domicile and fiscal regime. In addition, if the taxpayer knows this information, he can deliver it to his employer or invoice issuer without the need to present his Tax Situation Certificate.
The private sector considered the announcement correct, especially due to the saturation of public offices.
The saturation in the offices and the lack of clarity of the procedure generates annoyance among users who come to request their Certificate of Fiscal Situation. THE INFORMER/G. Rooster
SAT billing 4.0 confuses taxpayers
Confusion, long lines, appointment scheduling up to a month and complaints, These are the circumstances that taxpayers who go to the offices of the Tax Administration Service (SAT), located on Avenida Américas, are facing to obtain their new electronic invoice and their Certificate of Fiscal Situation.
Guadalupe Chávez Guzmán, 42, explained that she had problems getting her new electronic invoice as a result of the duplication of her CURP.
“My CURP was registered in Jalisco, but I was born in Nayarit, I had to go to the Civil Registry to request that the Jalisco CURP be annulled, which took up a lot of time.”
Jaime Hernández, 59, stated that he was sent from his work to comply with the process of the Certificate of Fiscal Situation.
“I don’t have any information, I just came to find out here at the offices, because they sent me to work and I don’t know what documents I have to deliver.”
For his part, Andrés Monroy, 30, explained that the new Fiscal Miscellany and the Austerity Law changed the rules for taxpayers before the SAT.
“Now even 18-year-old boys must have their Proof of Tax Status, I have had complications because Since I had two jobs this year, the SAT demanded that I pay a debt of 2,000 pesos.”
Mrs. Laura Zepeda, 35, assured that she was not informed that she had to update her electronic signature, and explained that it took her a month to schedule an appointment at the SAT.
“Yes, it is difficult, because you must meet many requirements to be in order before the SAT.”
Harasca Aguilar de Mora, 42, considered that this type of procedure represents a waste of time.
“This week They told us in my company that they would not pay us if we do not have the updated tax regime, I believe that time is wasted, and more so when there are many people who ignore each procedure that must be done”.
With obvious annoyance, Mrs. Lidia Sánchez, 48, stated that He has not been able to collect his profits because they were withheld.
“I have to present the tax receipt at the company so that I can receive my payroll, that bothers me because the company’s accountant is supposed to have everything right.”
The delivery of evidence is free and should not be conditioned by any public servant of the SAT for alleged debts or physical verification of the taxpayer’s address. If they are witnesses or possible victims, report them at [email protected] or at 55 8852 2222.
How to obtain the certificate remotely
If you need to consult or obtain your certificate, the SAT makes available to all persons registered in the RFC the following means to generate it remotely through:
Go to sat.gob.mx in the Other procedures and services section, click on Generate your Tax Status Certificate. Only the valid RFC and Password or electronic signature (e.signature) is required.
Download the SAT Mobile application from any cell phone or tablet with an internet connection. Only the RFC and Password are needed.
Enter SAT ID from any cell phone or tablet with an internet connection. You only need: Valid official identification. RFC. Personal email. Cellphone number.
If people wish to go to an office to obtain their certificate, they can do so without the need for an appointment, they only need to carry an official identification and know their complete RFC.
The delivery of evidence is free and should not be conditioned by any public servant of the SAT for alleged debts or physical verification of the taxpayer’s address.
They asked for an extension
Coparmex warned in recent days that the saturation put at risk the fulfillment of fiscal obligations in addition to the fact that it originates “focuses of risk” because there is a “labour absenteeism, massive mobilization of collaborators to the SAT offices”.
People registered in the RFC can obtain their Proof of Tax Status online.
They take advantage of tax records to collect debts
The claim of debts for omitting the payment of taxes for income not reported years ago, as well as the collection of fines for not complying with the annual declaration, is being used by the treasury in the midst of the updating procedures of the Tax Situation certificate.
Workers who request the document so that their employer can stamp (certify) the payroll correctly under version 4.0 of the electronic invoice, as well as taxpayers who need proof to invoice and deduct expenses with the new scheme, were met with this surprise.
They do not have a way to verify if they paid or if their accountant did, since it is about past fiscal years that they are detecting with the issuance or update of the certificate, same that contains taxpayer data such as name and postal code of their fiscal domicile.
Tax experts consulted warned that the Tax Administration Service (SAT) cannot condition the delivery of the document to the payment of old debts or the regularization of its fiscal situation.
The member of the Fiscal Technical Commission 2 of the Association of Public Accountants of Mexico (CCPM), Roberto Colín, said that, if there is a credit or debt established, it can be collected.
However, it is not an impediment for the SAT to deliver the certificate to taxpayers, he emphasized.
take into account
Tax credits or debts have an expiration of five years, but in some cases the validity can be extended 10 years from when the tax should have been paid. It may be that in the 2021 declaration that was presented this year, a deceased pays 500 pesos, and in two years the treasury tells him that this was not the amount, but a thousand pesos. But the law establishes that, in some cases, such as if the annual declaration was not filed, it can take up to 10 years for the SAT to claim. It can be mainly about credits generated by the non-filing of declarations and fines are generated, but not necessarily by an omitted tax, he explained. Now, with the tax record, the authority took the opportunity to remind that there are credits pending payment.
Given this scenario, the most advisable thing is for the taxpayer to approach a trusted accountant or one who has current credentials, such as those affiliated with the CCPM. He also mentioned the alternative of making an appointment with the SAT to find out which tax credits are active. With that, the worker will have an idea of the generated activities. If it is a fine, there is the possibility of requesting the reduction, although in the event that it is a discrepancy about his income, he will have to review where it derives from, he said. He stressed that the authority can reach an agreement with taxpayers for payment in installments, on the basis that the conditions are different because when the income was received it was not paid.
After several hours of waiting, these taxpayers managed to complete the process in the SAT. THE INFORMER/G. Rooster
They solve long queues
Workers will be relieved of the obligation to go to train outside the offices of the Tax Administration Service (SAT) to obtain their Certificate of Tax Status.
They will be able to directly provide their employers with the mandatory data required for payroll receipts.
The foregoing occurs after the measures to speed up the obtaining of the Certificate of Fiscal Situation were insufficient. In this sense, the SAT reported that it will give a new extension until January 2023 for billing under the new version 4.0 that includes payroll receipts.
He announced that it will make it easy for the worker to directly provide the company with their data such as the Federal Taxpayer Registry (RFC) and postal code of their address without the need to carry the tax record. In a statement, he stated that If the taxpayer knows this information, he can deliver it to his employer or invoice issuer without the need to present his Tax Situation Certificate.
He warned that the issuance of the payroll invoice is independent of the labor obligation that employers have to pay wages and salaries to their workers, so not delivering the certificate is not a reason for dismissal or payment withholding.
Recovery is costing work: SHCP
It has been difficult for Mexico to reach the economic levels prior to the COVID-19 pandemic, in a scenario affected by high inflation and the deterioration of global supply chains, Treasury Secretary Rogelio Ramírez acknowledged yesterday.
“It has been difficult for us to reach the pre-pandemic level due to the sharp drop we had in 2020 and later due to the lack of a supply chain in the industries, which are the ones that are most quickly exposed to falls in GDP in the recovery stage,” he said. .
Participating in the National Meeting of Regional Directors 2022 of BBVA Mexico, he said that more time is needed to achieve full recovery in all sectors of the economy; however, there are good performances by region, as well as a good outlook for employment.
The growth of Mexico’s Gross Domestic Product (GDP) is not yet at its ideal level, he pointed out, but different industries can be used to bet on recovery.
Does the SAT online service seem efficient to you?
Participate on Twitter in the debate of the day @informer