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2017 Brings Changes for the Online Digital Tax Document in Mexico


Cambios CFDI 2017

Click here to download the infographic, which details all the changes taking place in 2017 for online digital tax documents.

Starting on January 1, 2017, the use of version 1.2 of the payroll complement will be optional.
Use of the new online digital tax document for payroll will be optional starting on January 1st. If a company is ready, Edicom recommends using the new version of the complement, starting on January 1st, since the tax administration requires companies to make the switch no later than April 1st. The reissuance of payroll documents from the first three months of 2017 will increase document traffic and volume. Version 1.2 of the payroll complement presents important changes, which will include:

  • Restructuring the complement by reassigning attributes in new elements (sender and receiver).
  • Incorporating new elements to satisfy exceptions that were not compatible with version 1.1 of the payroll complement such as subcontracting, unionizations, retirement, pensions, retirement assets, separation payments, subsidies, allowances, revenue actions, etc.
  • Generating 14 new categories extracted from the schema for simpler and quicker updates.
  • Modifying optional attributes to accommodate specific conditions in particular situations.
  • Definitions of the validation rules in the payroll complement that should verify the certified providers authorized to send digital documents before the digital tax stamp is generated.
  • Incorporating the validation rules in version 3.2 and 3.3 of the online digital tax document whenever this complement is included.

Click here for more information about the payroll complement.

March 1, 2017: Update of the foreign trade complement
The new update for the foreign trade complement of the online digital tax document will go into effect on March 1, 2017. It can be used simultaneously or alternatively with version 1.0. The update will include the following new features:

  • A node, which can be used for the definitive export operations of type A-1 goods, in cases during which the goods are not objects of alienation or ones that are but are free of charge.
  • An updated category for customs tariffs.
  • An update of product identifications in several tariff sections.
  • An incorporation of the addresses of the senders and receivers, which will apply in the future for version 3.3 of online digital tax documents.

Click here for more information about the foreign trade complement.

April 1, 2017: The use of version 1.2 of the payroll complement will be mandatory
All online digital tax documents for payroll will include version 1.2 of the complement. The objective is to improve the quality of data with new categories and validation to simplify tax compliance and improve tax control. Thanks to this new complement it won’t be necessary to issue declaration statements starting in 2018.

July 1, 2017: Receivers will be authorized to cancel online digital tax documents
The tax administration has defined in detail, the procedures for cancelling online digital tax documents. In particular, it has defined new rules for how the receiving company can cancel an online digital tax document that has been accepted as well as one that hasn’t been accepted.

See more details about cancelling online digital tax documents.

July 1, 2017: New version (3.3) of the online digital tax document CFDI
Version 3.3 of the online digital tax document will be issued with the objectives of guaranteeing a better experience while using the e-invoice and improving the quality of the information contained in it. The tax administration has prepared version 3.3 so that it can coexist with version 3.2 during the first half of the new year. Some changes will include:

  • Applying new validation rules to check data consistency and to avoid errors.
  • Employing the use of 23 categories, some of which are internationally accepted, to designate information in specific fields. This will improve the accuracy of the data.
  • Integrating existing information into the billing process so that some fields are pre-filled.

Learn more about the technical specifications of CFDI version 3.3.

July 1, 2017: A new payment receipt complement
Version 1.0 of the payment receipt complement must be incorporated into the online digital tax document issued to confirm the receipt of partial payments and for cases in which a payment is received for remuneration in a single installment. However, this will not cover the time the online digital tax document is issued even in the case of credit operations, which are fully paid on a date after the corresponding document was issued.

How to anticipate all of these changes and be ready to apply them?

All of these modifications are effortlessly analyzed and applied by Edicom’s e-invoicing platform solution so that clients can work efficiently without problems or disruptions. Users can issue electronic documents for all of their complements without making changes to their system.

Edicom is a provider that’s been authorized to send digital tax documents since 2010 and has been authorized to receive digital tax documents since 2015. This double certification is a guarantee for clients wanting to use a single provider to centralize their fiscal processes so they can increase efficiency and maximize advantages.

Learn how to successfully handle electronic invoicing by clicking here to download our white paper that explains the state of the electronic invoice in Latin America.

Click here to download the infographic, which details all the changes taking place in 2017 for online digital tax documents.

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