Structured Learning for Tax Compliance
Our educational programs provide organized pathways through essential topics in electronic invoicing and basic tax obligations for small businesses in Mexico.
Comprehensive Learning Paths
Each program covers a specific area of tax compliance with structured modules, practical examples, and step-by-step procedures.
Electronic Invoicing Fundamentals
Comprehensive introduction to CFDI requirements, structure, and issuance procedures for businesses operating in Mexico.
- CFDI structure and components
- Invoice issuance procedures
- Common scenarios and examples
- Error prevention and corrections
Tax Regime Selection Guide
Understanding different fiscal regimes available to small taxpayers, including simplified options and their specific requirements.
- Overview of available regimes
- Eligibility requirements
- Obligations by regime type
- Regime change procedures
Record Keeping Essentials
Methods and systems for maintaining organized records of business income, expenses, and supporting documentation required by SAT.
- Documentation requirements
- Organization systems
- Digital vs physical records
- Retention periods
Declaration Procedures
Step-by-step guidance through monthly and annual tax declaration processes on the SAT platform for independent workers and small businesses.
- Monthly declaration walkthrough
- Annual declaration process
- Common fields explained
- Deadline management
Deductible Expenses Guide
Understanding which business expenses qualify for deductions, documentation requirements, and proper categorization for tax purposes.
- Deductible expense categories
- Documentation standards
- Non-deductible items
- Proportional deductions
Ongoing Compliance Requirements
Overview of continuous taxpayer obligations, important deadlines, and procedures for maintaining compliance with SAT throughout the fiscal year.
- Monthly obligations calendar
- Annual requirements
- Update procedures
- Compliance verification
How Our Programs Work
Educational content designed for self-paced learning with practical application.
Modular Structure
Programs are divided into focused modules that can be completed independently. Each module addresses a specific aspect of the broader topic, allowing you to focus on areas most relevant to your situation.
Step-by-Step Procedures
Complex processes are broken down into sequential steps with clear instructions. Visual aids and screenshots clarify procedures on the SAT platform and other relevant systems.
Practical Examples
Real-world scenarios demonstrate how concepts apply to common situations faced by small businesses, online sellers, and independent workers in Mexico.
Self-Paced Access
Learn at your own speed. Content remains accessible for reference as you navigate actual compliance tasks. Return to modules as questions arise during implementation.
Program Limitations and Disclaimers
Educational Content Only
All programs provide general educational information about tax procedures and requirements. They do not constitute personalized tax advice for your specific situation. Tax circumstances vary based on numerous factors including business structure, income sources, and individual circumstances.
Not Professional Services
Completing our programs does not replace the services of a licensed contador público when professional judgment is required. We recommend professional consultation for:
- Selecting the appropriate tax regime for your specific business
- Complex situations involving multiple income sources or business structures
- Situations requiring representation before tax authorities
- Advanced tax planning or optimization strategies
- Any situation where you are uncertain about compliance requirements
No Guarantee of Compliance
While our educational materials strive for accuracy and alignment with current SAT regulations, using these programs does not guarantee tax compliance or any particular outcome with authorities. Ultimate responsibility for compliance rests with the taxpayer.
Content Updates
Tax regulations change. We update program content to reflect current requirements, but there may be brief periods where recent regulatory changes have not yet been incorporated. When in doubt, consult official SAT documentation or a licensed professional.
Ready to Start Learning?
Access our free guides to begin understanding your tax obligations, or contact us for information about comprehensive program access.