Cancel and Reissue Stamped CFDI
To comply with CFDI version 4.0, you can reissue employee CFDIs that are stamped by Servicio de Administración Tributaria (SAT).
Here's how you can reissue stamped CFDI:
- Identify the CFDIs that need to be reissued and the original Generate CFDI Payslips flow that created them.
- Create Document Records for the canceled CFDIs.
- Create a Payroll Relationship Group for the employees that need CFDIs canceled and reissued.
- Submit the Run CFDI Cancellation task flow.
- Correct the CFDI Live Data related to the canceled CFDIs.
- Submit the Generate CFDI Payslips task flow to reissue the corrected CFDIs.
Mexico CFDI Document Records
- Search for the employee.
- Select the Mexico CFDI document type.
- Enter the information related to the CFDI. The Folio (defined by the CFDI Folio Rule) and UUID of the original CFDI must be entered.
- You could also use HCM Data Loader to enter the Mexico CFDI documents.
Note: You could also use HCM Data Loader to enter the
Mexico CFDI documents. For more information about
loading Mexico CFDI documents, see Guidelines for Loading CFDI Document Records for Mexico.
Submit the new task flow Run CFDI Cancellation.
Cancel Stamped CFDIs
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Submit the new task flow Run CFDI Cancellation.
- Enter a name for the payroll flow.
Field Description Payroll Name of the payroll definition to identify the payroll period, calendar, and frequency. CFDI Flow Select the Generate CFDI Payslips flow that includes the CFDIs to be canceled. Payroll Relationship Group Name of the payroll relationship group you created for the employees whose CFDI are to be canceled. Process Configuration Group Name of the payroll process configuration group to provide sets of processing parameters related to logging and performance. - Select the payroll.
- In the CFDI Flow list select the name of the flow that has the CFDIs that need to be canceled.
- Select a Payroll Relationship Group if you've one defined. Only the employees in the payroll relationship group will have their CFDIs canceled.
Reissue Stamped CFDIs
- Enter a name for the payroll flow and enter the other required information for the flow.
- For the Reissue CFDI parameter, select Yes.
- If you selected yes for Reissue CFDI, you must select a CFDI Cancellation flow from the list of values so that the canceled CFDIs from that flow will be reissued.
- Select a payroll relationship group if you've defined it earlier. Only the employees in the payroll relationship group will have their CFDI reissued.
- The XML created from the flow will include the reissued CFDI with corrected information and the cfdi:Relacionados tag to relate to the original UUID.