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Find Out What Updates are Taking Place in 2017 for Online Payroll in Mexico

14/12/2016

CFDI Nómina para el próximo año 2017

In October, the Mexican tax administration published a new version of the payroll supplement for online digital tax documents. Version 1.2 of the document will take effect on January 1, 2017 and will include various modifications.

On Tuesday, December 13th, the Mexican tax administration published guidelines for issuing digital tax documents for payroll that will be published shortly. It will provide three additional months for employers to update their systems and modify them to meet the mandatory terms set forth in the new supplement by April 1, 2017.

Those employers who are not ready to meet the guidelines of the new supplement will be able to use the original digital payroll system until March 1, 2017.  However, they will have until April 1, 2017 at the latest to begin issuing payroll documents using the updated system.

One of the changes taking place will be the mandatory inclusion of the employer’s tax identification number as well as the worker’s so the provider can validate them before processing payroll documents. This measure aims to reduce the number of invalid tax ID numbers, which make up 4.5% of the total number reported. The tax ID number should appear correctly on the online digital tax document otherwise the payroll documents won’t be processed or certified.

This means that human resources must update and validate the tax ID numbers for all employees. To assist with this process, the Mexican tax administration is offering employers a tool that will help them validate the numbers quickly.  This tool allows employers to validate up to 5,000 tax ID numbers at once. For details, see the guide for validating tax ID numbers.

What Other Changes Will Version 1.2 Cause for Online Payroll?

  • There will be a change to the payments and deductions categories. The system will be able to identify when a deduction should be taxed and when it’s tax-exempt. One can modify the category without affecting the schema.
  • There will be a change to the payment category by adding “Allowances Not Approved”: These payments are accumulated by the worker and are reported when the employer determines that they weren’t approved.
  • Subsidies given and subsidies received: Only the subsidies received will be reported.
  • Other Payments Category
    • Option 1: When the employer retained too much money, identified the error, returned the corresponding amount to the tax administration and rectified the situation with the employee within two weeks.
    • Option 2: When the employer makes an error and the worker received a refund within the year.

How to Adapt to the Changes?

It’s important that your provider is prepared to incorporate this update as soon as possible. EDICOM is the first certified provider authorized to send and receive tax documents and is committed to helping you adapt to this online payroll system solution right away.

Would you like to find out more?


Ask for information.