Generating the Mexico Deferred Taxes Report

The Mexico Deferred Taxes SuiteApp enables you to generate a report to validate the amount of deferred taxes due from your transactions for a given accounting period.

Important:

This report is not intended to be printed for submission to the tax agency. The values in the report should be manually added to the SAT portal. You should still review all the values in the report prior to using them on the SAT portal.

The Mexico Deferred Taxes SuiteApp comes with a workbook to help you generate the Mexico Deferred Taxes report. The dataset used by this workbook includes some preselected fields by default. It also provides a default pivot table which can incorporate attributes after they have been added to the dataset.

To generate the Mexico Deferred Taxes report:

1. Go to Analytics.

2. On the Analytics dashboard, click the Workbooks subtab.

3. Click the Información de impuestos diferidos para México workbook.

4. In the Dataset column, click Datos de impuestos diferidos para México to open the dataset.

5. In the Criteria summary, click the Posting Period filter:

   1. Click the Values tab.

   2. Choose Field Values.

   3. Select a period (month and year)

   4. Click the arrow icon.

   5. Click Apply.

6. In the Criteria summary, now click the Transaction Accounting Line: Account filter.

   1. Choose Field Values.

   2. Select all the tax-related accounts you want to run the report for.

   3. Click the arrow icon.

   4. Click Apply.

7. Click Save & Close to save your changes and open the workbook.

   The report shows the Mexico deferred taxes due for the given posting period and for the selected accounts. The results are broken down by tax code and subsidiary.

For more information, see SuiteAnalytics Workbook Overview.

Related Topics

Mexico Deferred Taxes Overview

Mexico Deferred Taxes Installation

Default Deferred Tax Accounts for Mexico

Setting Up Mexico Deferred Taxes

Running the Mexico Deferred Taxes Process

General Notices