Setting Up Mexico Tax Audit Files Configuration (Mexico Compliance SuiteApp)
Before generating the Mexico Electronic Accounting File, you must set the values for the TipoSolicitud, NumOrden, and NumTramite columns of the Mexico Journal audit file.
To configure the values for the Mexico Journal fields:
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Go to Customization > Lists, Records, & Fields > Record Types.
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Look for MX Setup Configuration and click its corresponding List link.
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Click New MX Setup Configuration to create a custom record. Create the following records for your Mexico subsidiary.
Important:Only one custom record for each field must be created per subsidiary.
TAF Setup Configuration Field
Value
Required?
MX Polizas: TipoSolicitud
Specify application type:
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AF
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FC
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DE
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CO
Yes
MX Polizas: NumOrden
Serial number assigned
Yes, if TipoSolicitud is set to AF or FC
MX Polizas: NumTramite
Processing number assigned to the request for refund or compensation
Yes, if TipoSolicitud is set to DE or CO
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Click Save.