1. Administering CFDI for Mexico
  2. Employer Information

Employer Information

This CFDI data is required as it's used when the CFDI are reported for a particular legal employer. Use these steps to enter this information:

  1. Go to the Manage Legal Entity HCM Information task.
  2. Search for and select your legal employer.
  3. Click Others.
  4. In the Tax Registration region, enter the values for these fields:

    Tax registration fields and descriptions

    Field Description
    CFDI PAC Confirmation Key PAC confirmation key to issue the certificate when the cap is exceeded.
    CFDI Fiscal Regime Emitter’s contribution fiscal regime. Select from the list of values.
    CFDI Certificate Number Defaults to Certificado del Sello digital en formato texto Base 64 if you don’t enter anything. You need to define the certificate number in the XLS template for the base64 number.
    CFDI Series Rule

    Identifies the format of the Serie tag if it's to be included in the CFDI XML file.

    • Constant Series Value - Serie tag will be populated with CFDI Serie Constant Value field value.
    • Not included in CFDI file - Serie tag will not be included in CFDI file.
    • Year and PSU Organization Identifier - Serie tag will be populated with the concatenation of the year from the REGULAR_PAYMENT_DATE (Nomina:FechaPago) and the PSU Organization ID.
    • Year and PSU RFC Identifier - Serie tag will be populated with the concatenation of the year from the REGULAR_PAYMENT_DATE (Nomina:FechaPago) and the RFC identifier for the PSU (cfdi:Emisor:Rfc).
    CFDI Series Constant Value Enter a value if you’ve selected Constant Series Value for the CFDI Series Rule. If no value is entered, the Serie tag will be included in the CFDI but it will be blank.
    CFDI Folio Rule

    Identifies the format of the Folio tag if it's to be included in the CFDI XML file.

    • Constant Folio Value - Folio tag will be populated with CFDI Folio Constant Value field value.
    • CFDI Cancellation Key - Folio tag will be populated with the Payroll Relationship Action Identifier.
    • Not included in CFDI file – Folio tag will not be included in the CFDI XML file.
    CFDI Folio Constant Value Enter a value if you’ve selected Constant Folio Value for the CFDI Folio Rule. If no value is entered, the Folio tag will be included in the CFDI but it will be blank.
  5. In the Social Security Details region, enter the values for SS Work Risk Classification to select a work risk classification.
Note: Complete the Mexico geography information setup described in Load Geographies for Mexico to ensure that the CFDI reports the Mexico states correctly.