Mexico: ERP localization
Topics: Key facts · E-invoicing · VAT & tax reporting · SAF-T · Statutory accounts (coming later) · Payroll (coming later) · Partners
Key facts
| Fact | Value | Status / source |
|---|---|---|
| Currency | Mexican Peso (MXN) | verified [1] checked 2026-10-16 |
| VAT / GST | IVA – general rate 16% | verified [1] checked 2026-10-16 |
| E-invoicing | CFDI 4.0 (SAT): All invoices (CFDI stamped by an authorised PAC); payment complements, Carta Porte. CFDI mandatory since 2011; CFDI 4.0 the only valid version from 1 Apr 2023 | verified [1] checked 2026-10-16 |
| Periodic / real-time reporting | Declaración mensual de IVA / DIOT (Monthly (unverified)); Contabilidad electrónica (catálogo de cuentas, balanza de comprobación) (Trial balance monthly) | verified [1] checked 2026-10-16 |
| Statutory accounts / chart of accounts | Not yet researched | unverified |
| Fiscal year | Not yet researched | unverified |
| Payroll localization | Not yet researched | unverified |
| Language requirements | Not yet researched | unverified |
| Tax authority | https://www.sat.gob.mx/ | verified [1] checked 2026-10-16 |
| Business Central localization | Localized by Microsoft | verified [1] checked 2026-10-16 |
| Odoo fiscal localization | Fiscal localization package listed | verified [1] checked 2026-10-16 |
| NetSuite country help | Oracle publishes NetSuite country help topics for this country | verified [1] checked 2026-10-16 |
Facts are summarised from official or vendor sources; "unverified" means no source was confirmed yet. Not tax or legal advice.
E-invoicing: CFDI 4.0 (SAT)
| Scope | All invoices (CFDI stamped by an authorised PAC); payment complements, Carta Porte |
|---|---|
| Deadlines | CFDI mandatory since 2011; CFDI 4.0 the only valid version from 1 Apr 2023 |
| Format | CFDI 4.0 XML (Anexo 20) stamped by a PAC |
| Source | source (fetched) |
ERP support in Mexico
| ERP | Support | Vendors | Status | Last verified |
|---|---|---|---|---|
| NetSuite | native | Mexico Localization SuiteApp + Electronic Invoicing SuiteApp; PACs | verified | 2026-10-16 |
| Business Central | native | Mexican localisation; default PAC Interfactura (other PACs possible) | verified | 2026-10-16 |
| SAP S/4HANA | unknown | unverified | unverified | — |
| SAP Business One | native | Mexico localisation; supported PACs listed in Document Settings | verified | 2026-10-16 |
| Odoo | native | l10n_mx_edi; PACs: Solución Factible, Quadrum, SW Sapien | verified | 2026-10-16 |
| Sage Intacct | unknown | unverified | unverified | — |
| Light | native (Light-operated network) | Built into Light (provider operated by Light) | verified | 2026-10-16 |
| Lensing (Everest) | unverified | unverified | — | |
| Unit4 ERPx | unverified | unverified | — | |
| Workday Financials | via provider | Generic (enhanced) e-invoice connector; third-party e-invoicing provider required | verified | 2026-10-16 |
| IFS Cloud | native | IFS Cloud localization (Localization Control Center) | verified | 2026-10-16 |
VAT & tax reporting
| Report | Frequency | Deadline | Filing channel / format | ERP support | Status / source |
|---|---|---|---|---|---|
| Declaración mensual de IVA / DIOT Monthly VAT return / third-party operations return | Monthly (unverified) | Unverified | SAT portal (unverified) | Light: ; Lensing (Everest): SAT pages blocked automated fetches (403).; Unit4 ERPx: None; Workday Financials: None; IFS Cloud: None | unverified — checked 2026-10-16 |
All countries: VAT & tax reporting
SAF-T
| Report | Frequency | Deadline | Filing channel / format | ERP support | Status / source |
|---|---|---|---|---|---|
| Contabilidad electrónica (catálogo de cuentas, balanza de comprobación) Electronic accounting (chart of accounts, trial balance) | Trial balance monthly; chart of accounts with first balance and on change; journals on request | Unverified (rule 2.8.1.7 RMF page not fetchable) | XML via Buzón Tributario (CFF art. 28 III–IV) | Business Central: native; Light: https://learn.microsoft.com/en-us/dynamics365/business-central/localfunctionality/mexico/mexico-local-functionality (General Electronic Accounting Regulations in Mexico); Lensing (Everest): ; Unit4 ERPx: None; Workday Financials: None; IFS Cloud: None | verified [1] checked 2026-10-16 |
Localization partners & apps
No source-checked partner or app recorded yet.
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