The Proof of Fiscal Situation, is a document that has been the focus of controversy as of May 2022, due to the long lines that were generated to carry out the procedure at the SAT offices. This document contains all the fiscal information of each taxpayer.
In this content you will find information related to this document, for example, what is the Proof of Fiscal Situation, who should process it, requirements and how to easily generate it. Are these data useful for you? Take note! 📝
What is the SAT Fiscal Situation Certificate?
The Proof of Fiscal Situation is an official document that gathers all the data of a taxpayer ―such as RFC, tax regime, economic activities, etc.― and is issued by the Tax Administration Service (SAT).
Some compare this document with the birth certificate; however, it is something much more complex, since it has a lot more data and is focused on providing tax information. In other words, the Proof of Tax Status has all the data that allows us to invoice and comply with tax obligations correctly. So it looks more like an ID.
What information does the Certificate of Fiscal Situation contain?
- Taxpayer identification card
- RFC
- Name, denomination or business name of the taxpayer (individual or legal entity)
- VAT ID
- curp
- Beginning of operations
- Register status
- Business name (if any)
- Tax residence
- Economic activities
- Tax regime
- Fiscal obligations
Example of Proof of Fiscal Situation
Who needs a Certificate of Fiscal Situation?
All people who do not know their tax data, since in some cases, this proof will be necessary to pay bills or issue payroll vouchers. It is recommended to download this document at least once and each time the information is updated.
What is the Certificate of Fiscal Situation for?
The Proof of Fiscal Situation serves to accurately share fiscal data with third parties. In the case of natural persons, it is used so that the employing company can correctly generate the payroll receipt following the rules of digital invoices version CFDI 4.0, which will come into force as of 2023.
On the other hand, the Proof of Fiscal Situation of a moral person ―or company― serves for suppliers to validate their information when requesting invoices and know their status in the SAT registry.
They also request it at banks to open business accounts or in various basic procedures, such as to sign a lease for a commercial premises or offices.
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In other words, it serves as identification to enter into contracts and validate the economic activities to which a company is engaged, its tax obligations according to the tax regime in which it is located and whether it is active or inactive. In the case of companies, it is a tool to avoid tax evasion or identity theft.
Requirements to generate proof of tax status 2022
There are different ways to generate your Proof of Tax Situation and the requirements depend on the means by which you request it. Next, we are going to list them:
- RFC
- Password or
- Valid official identification (applies for SAT ID and in SAT offices)
- Personal email (applies to SAT ID)
- Cell phone number (applies for SAT ID)
📝 Note: don’t worry, it is possible to obtain your proof of tax situation without an e.signature. What is extremely essential is that you have your RFC and the password to enter the portal.
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How to get the proof of tax situation 2022?
On SAT ID (without password)
- Enter from your computer, cell phone or tablet with internet access.
- Select Proof of Fiscal Situation with CIF and accept the terms and conditions.
- Enter your RFC with 13 digits, personal email and cell phone number.
- Capture the token that you will receive in the email you just registered.
- Add the digital file in PDF or legible photograph of your current official identification. (INE on both sides, professional ID on both sides or passport).
- Record the video they request to validate identity. You will need to read the phrase that will appear on the screen and record yourself in front of the camera covering your entire face. Accept all camera permissions to be able to record.
- Verify the information and sign in the box.
- Download the PDF file and finish the process.
- Wait for an email with your Proof of Fiscal Situation in a period of 5 business days.
In Mobile SAT
- Download the SAT Mobile application from your cell phone or tablet.
- Enter your RFC with 13 digits and password from the SAT portal.}
- Within the platform, click on Documents and choose the option of Proof of Fiscal Situation (CSF).
- Your certificate will appear on your screen, which you can download or send.
On the SAT Portal
- Enter the SAT portal www.sat.gob.mx.
- Write your RFC in the box. Capture your password or enter through e.firma.
- Within the portal, go to Other procedures and services found in the upper bar of the screen next to Declarations, Electronic Invoice and Update to the RFC and other standards.
- Select the Generate your Proof of Tax Situation option.
- Be patient, the page will take time to load, when it does, a page will appear with the legend Reprint of acknowledgments. Select the type of procedure Updating Increase/Decrease of Obligations.
- If you cannot see the Generate Certificate button next to the blue Search button; slide your screen to the right of the screen with the help of the keyboard arrows or your mouse and click on the Generate Certificate button.
- A pop-up window will open with your document. You just have to download or print it. Check that your data is correct.
In conclusion
Now that you know what it is for and how to generate your Certificate of Tax Situation, you can easily obtain it. If this content was useful to you, don’t forget to sign up for the Tiendanube newsletter! This way you will receive free content on entrepreneurship, finances, procedures, digital marketing and business, just fill out the form below. 😉
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