2018 is already under way and many companies are still adjusting, looking for a way to keep up with the new specifications the SAT introduced for electronic invoicing. Worth remembering: from January 2018 this type of invoice became mandatory for taxpayers, right after six months in which CFDI 3.2 and CFDI 3.3 coexisted.
What's new in the new electronic invoice?
Validation
Among the most notable things in this version are the 46 validation rules which check the consistency of the data used to create CFDIs.
Use
It includes information on what the recipient will use the receipt for.
No zeros, no negatives
Partial recording of line items with a value of 0 is not allowed, nor is the use of negative numbers
No address
The recipient's and issuer's street address is removed. Only the place of issue is used for the issuer.
Payment form and methods
The payment form used to be inverted. And the payment method allowed N/A. It is now recorded according to the SAT catalog.
Catalogs
There are catalogs for defining and matching the CFDI's information fields
Annex 20
Se actualizaron los tributos en el Annex 20, removing 40 of them and adding another 22, which leaves 65 updated attributes.
New fields
16 fields that include structural forms
What do you need to do in your accounting system?
If your business has grown, your invoicing volume is substantial and you already have a technology solution, check that your system is ready on the following points:
Updating keys
Update the invoicing system, linking and assigning the keys for your products or services as well as the unit of measure keys.
Customization
Assign the correct keys for the products/services your company uses. Identify your payment forms and methods according to how your business operates.
Partial payments
If you have partial or deferred payments you will need to select payment form "99. To be defined", and once you receive the payment, in full or in part, issue an invoice with the payment receipt complement.
What else can Odoo offer me?
At Vauxoo we have built a series of features that keep making Mexican tax management in Odoo more complete and more efficient.
Every day we keep adding to and improving the ways Odoo can help you run your business.
Addendas
This module provides the structure so that, when an invoice is signed, the corresponding XML carries the information for the addenda in question.
Electronic payroll
This module adds the attributes needed to generate the Mexican payroll CFDI and lets you send the stamped document. All of it based on the SAT specifications para la versión 1.2.
Export management
Odoo handles the complements that add to CFDI 3.3 the fields the SAT requires for exporting goods and for merchandise handling costs, along with the corresponding taxes.
Point of sale handling
This app adds the option to generate XML files from the sales session after closing it. There are 3 cases: no customer assigned to the sale, customer assigned without tax information, and customer assigned with a CFDI per sale for a customer that does have tax information.
Currency exchange houses
With this feature Odoo adapts to the business model of exchange houses that trade foreign currency, in line with the the SAT specifications.
Donation handling
If the company handles donations as part of its operation, this module adds the fields and functionality needed to make the deducciones correctas en el CFDI .
Art & payment in kind
Odoo covers the case where the business sells antiques or works of art under CFDI 3.3, which need special configuration. The same applies if, as an institution, you receive payment in kind.
Educational institutions
With this complement you can issue "sales" invoices and make the corresponding deductions when receiving student payments, if your business is a private education institute.
Real estate transactions
Odoo is configured to handle the transfer of real property in CFDI 3.3 invoices, including the notary public's information in the transaction, in line with what is set out by the SAT.
Tickets de Aerolíneas
This module handles airline invoices, including all the extra charges tied to this kind of purchase: airport tax, excess baggage, fuel and other itemized costs.
Vehicle sales
With these modules Odoo handles the tax side of buying and selling used and new vehicles, as well as vehicle destruction at SAT-authorized centers.
Partial construction services
For companies in this line of business Odoo meets the special tax measures around building state-supported housing, according to the SAT.
Foreign tourists
With this module Odoo can include the details of a foreign tourist or passenger in transit on the sales invoice.
Import taxes
Odoo provides the structure to record an import invoice with the corresponding taxes charged by customs agencies.
Tax reports
Odoo delivers tax and operational reports live alongside electronic invoicing management: Balance Sheet, Profit and Loss, DIOT, among others.