DoliCFDI

The Mexico module (v1.0.0, ID 95004) is a complete localization for Mexico. Here's what it includes:

Tax Accounting (SAT)

• SAT chart of accounts 24/2019 - Full load of the official chart of accounts

• Mexican accounting system - NIF accounting policy configuration

• Accounting categories - Groupers for tax reports

Taxes (VAT/IEPS)

• 16% general VAT and 10% border VAT (northern/southern zone)

• IEPS - Special Tax on Production and Services with configurable rates

• Withholdings - ISR, withheld VAT according to regulations

CFDI 4.0 (Electronic Invoicing)

• Stamp via PAC - Integration with authorized providers

• Supplements: Foreign trade, Payroll, Payments, Bill of lading

• RFC validation - Client/supplier with check digit

• XML generation - Signed and sealed by SAT

• PDF view - Printed representation of the CFDI

• Statuses: Generated, Stamped, Cancelled, Error

Official tax reports

• DIOT - Informative Declaration of Transactions with Third Parties

• Sales VAT Ledger - Record of taxable transactions

• Purchases VAT Ledger - Record of tax credits

• Balance Sheet - In accordance with NIF B-3

• Income Statement - In accordance with NIF B-4

Administrative configuration

• Centralized setup - SAT parameters, PAC, series, folios

• SAT categories - ClaveProdServ, ClaveUnidad, FormaPago, MetodoPago, UsoCFDI

• Multiple entities - Multi-company support

Technical

• Hooks: invoicecard, thirdpartycard to display CFDI on invoices/third parties

• Document models: Customized PDF for Mexican invoices

• Triggers: Events for post-stamping automation

• CLI script: import_chart_of_accounts.php for bulk loading

• JS: RFC validator on the frontend

• Granular permissions

  • mexico_cfdi read/write/delete

  • mexico_reports read

• Language: es_MX (Mexican Spanish) - complete mexico.lang file.