Job 1 — Compliant Sales
4hOwner/mo
0hAccountant/mo
Issue SAT-certified Invoices (stamped) at every transaction
1
Generate and stamp a CFDI 4.0 invoice for every sale — digitally signed by a PAC (authorized certifier).2
Deliver the XML + PDF to the customer; retain your copy for 5 years per SAT rules.3
Handle cancellations with a substitute CFDI when needed — requires customer acknowledgement.
Job 2 — Compliant Expenses
4hOwner/mo
0hAccountant/mo
Collect and store compliant receipts and proof of payment
1
Collect a valid CFDI from every supplier — paper receipts are not deductible.2
Verify each CFDI against the SAT portal to confirm it is genuine and not cancelled.3
Store proof of payment (bank transfer or CFDI de pago) linked to each expense CFDI.
Job 3 — Compliant Payroll
7hOwner/mo
4hAccountant/mo
Prepare payroll, issue stamped payslips, pay labour taxes
1
Calculate gross pay, ISR withholding, IMSS, and INFONAVIT for each employee per period.2
Stamp a CFDI de Nómina (30 mandatory fields) for every payslip via a PAC before payment.3
Pay IMSS and INFONAVIT contributions by the deadline — penalties apply from day one.
Job 4 — Close the Month
10hOwner/mo
10hAccountant/mo
Reconcile, calculate ISR/IVA, file with SAT, pay taxes
1
Reconcile bank statements against all issued and received Invoices (stamped) — flag every gap.2
Calculate ISR (progressive table) and IVA (16% net) using the period's income and deductions.3
File the Declaración Mensual electronically on SAT's portal and pay by Day 17.