--- title: Mexican Fiscal Requirements Enhancement for Sage Enterprise Management | Sage X3 description: The Mexican Fiscal Requirements Enhancement add-on for SageEnterprise Management (formerly Sage X3) collects tax information for the Mexican tax office and provides reporting and calculations for those taxes. Learn more on this page and contact us to chat further about this add-on. --- **[Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) | **[Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) | [Acumatica](https://www.southeastcomputers.com/acumatica-information) | [LATAM Fiscal Requirements](https://www.southeastcomputers.com/latam-fiscal-requirements-localize-sagex3-sage-500) | [Contact Us |](https://interact.southeastcomputers.com/contact-us) [ 888-773-2161](tel:888-773-2161)**** [![logo-naw-southeast-website](https://www.southeastcomputers.com/hs-fs/hubfs/logo-naw-southeast-website.png?width=578&height=160&name=logo-naw-southeast-website.png "logo-naw-southeast-website")](https://www.southeastcomputers.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Mexican Fiscal Requirements Enhancement for Sage X3 ## Tax Management for Sage X3 in Mexico Southeast Computer Solutions designed the Mexican Fiscal Requirements Enhancement custom-programmed specifically for businesses that run Sage X3 in their home country and have at least one subsidiary in Mexico. The add-on allows companies to meet the tax reporting requirements of the Mexican Tax Authority (SAT – “**Servicio de Administración Tributaria**”). Queries and Reports - **IVA Efectivamente Pagado ****(VAT Paid) **– available in summary and detail mode - **IVA Efectivamente Cobrado ****(VAT Collected) –** available in summary and detail mode. - **DIOT (Declaración Informativa de Operaciones con Terceros)**– this required report is a detailed declaration of monthly activities with third-party service providers. A specific file form provides a company’s purchasing and sales activities with third parties; the Mexican Tax Authority then requires a specific file format to be uploaded to their web portal, which the Sage Enterprise Management Mexican Fiscal Requirements Enhancement generates. ## Electronic Invoicing Electronic invoicing allows Sage X3 users to satisfy mandatory requirements of the SAT tax office, including generating electronic documents for invoices, credit memos, and debit memos. It also supports integration with third-party Authorized Certification Providers, which allows users to sign and save documents digitally to ensure authenticity and integrity. ## Retentions The Sage X3 Mexican Fiscal Requirements Enhancement performs payment withholdings for earnings tax and value-added tax to be compliant with current Mexican Fiscal Requirements Enhancement; it handles the withholdings by configuring vendors and retention codes as well as issuing required certificates and reports. Retention management includes configuration, payments traceability, vendor retention accruals, queries, and reports to SAT retentions performed during the period. It also includes historic retentions data management. ## ISR Reporting (Impuesto Sobre la Renta) An ISR report calculates the period income by deducting corresponding expenses minus losses pro-rated from prior years. It also manages a variety of rules, such as the monthly sales tax based on income payments. ## Distribution Localization ### Pedimentos Traceability A pedimento is the most relevant customs form that Mexican importers and exporters use for the international trade of goods; when a company in Mexico purchases previously imported goods, it must ensure that it has a pedimento number, date, and importation location.  The pedimento form stores specific information about the goods, including the description, quantity, classification, origin, value, weight, and size. It also includes parties involved, such as the importer, exporter, customs broker, and freight forwarder as well as the places involved, like the port of entry, place of delivery, place of shipment, and the use of free trade agreements. In addition to capturing the aforementioned information, the Sage X3 Fiscal Requirements Enhancement offers the ability to trace the life cycle of the imported products by matching the item on the receipt of goods with pedimento information and sorting it with serial/lot for items received. The pedimento is also a part of the company's fiscal records, as it includes information about the fiscal duties, taxes, fees, and their payment. ### IMMEX Program Compliance The Mexican government offers certain tax benefits to companies that import goods temporarily. This program is called Programa para la Industria Manufacturera, Maquiladora y de Servicios de Exportación (IMMEX). The ERP user must control and manage information regarding those goods in order to report and receive the benefits. Participating in this program also allows companies to receive a preferential duty rate of 0%. This IMMEX program is used in conjunction of the pedimentos traceability. Several reports need to be produced and provided to the authorities to stay compliant and to continue benefitting from the different incentives. Accounting Enhancements & Modifications **Sage X3 Mexican Fiscal Requirements Enhancement provides:** - Local tax configuration - Mexico general ledger accounts - Regional language adaptations - Local payment methods and conditions - Extended company name field ## Sage X3 - The Mexican Market Staying compliant with the Mexican Tax Authority while being headquartered in another country isn’t easy. With the Sage X3 Mexican Fiscal Requirements Enhancement created by Southeast Computer Solutions, however, it can be easier. The custom program allows you to obtain the tax information required by the Mexican Tax Office and provides reporting and calculations for the necessary taxes. It also compiles information into the reports necessary to meet the Mexican government’s strict tax regulations. Since 1985, Southeast Computer Solutions has been consulting and implementing Sage Software Solutions throughout the United States, the Caribbean, and Latin America. Our multi-lingual – English, Spanish, Portuguese, Italian, and French – consultants and support staff serve as liaisons between Sage Software tech support and the end user to ensure nothing ends up lost in translation. ### Talk to Us About Mexican Fiscal Requirements Enhancement [![Sage100cloud_RGB](https://www.southeastcomputers.com/hs-fs/hubfs/Sage100cloud_RGB.png?width=442&name=Sage100cloud_RGB.png "Sage100cloud_RGB")](https://www.southeastcomputers.com/sage-100cloud-information) [![Sage500_logo](https://www.southeastcomputers.com/hs-fs/hubfs/Sage500_logo.png?width=369&name=Sage500_logo.png "Sage500_logo")](https://www.southeastcomputers.com/sage-500-information) [![sage x3 logo](https://www.southeastcomputers.com/hs-fs/hubfs/sage%20x3%20logo.png?width=640&name=sage%20x3%20logo.png "sage x3 logo")](https://www.southeastcomputers.com/sage-enterprise-management-infomation) [![Acumatica_Logo450](https://www.southeastcomputers.com/hs-fs/hubfs/Acumatica_Logo450.png?width=450&name=Acumatica_Logo450.png "Acumatica_Logo450")](https://www.southeastcomputers.com/acumatica-information) ### About Us Successful transformation of a company’s systems and business processes requires strong project leadership with a passion to create effective processes-processes that will work for today and assist in further growth. ![scs-logo-short.png](https://www.southeastcomputers.com/hs-fs/hubfs/scs-logo-short.png?width=500&name=scs-logo-short.png "scs-logo-short.png") ### Useful Links #### Services - [Software Implementation](https://www.southeastcomputers.com/software-implementation) - [Project Management](https://www.southeastcomputers.com/project-management) - [Software Training](https://www.southeastcomputers.com/software-training) - [Software Support](https://www.southeastcomputers.com/software-support) - [Custom Programming](https://www.southeastcomputers.com/custom-programming) - [IT Consulting](https://www.southeastcomputers.com/it-consulting) - [International](https://www.southeastcomputers.com/international) --- #### Products - [Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) - [Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) - [Acumatica](https://www.southeastcomputers.com/acumatica-information) - [Sage 500](https://www.southeastcomputers.com/sage-500-information) ## Recent Blogs ### Get in Touch #### Miami Location **15165 NW 77th Ave., Suite 2009 Miami, FL 33014 ** [888-773-2161](tel:888-773-2161) ** [Info@southeastcomputers.com](mailto:info@southeastcomputers.com) Within business hours, we'll reply in 24 hours or less --- #### Mexico Location ** Miraflores 221, Col. 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