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Mexico’s Tax Administration Is Making a Major Update to the Schema of the Online Digital Invoice


Since the end of 2015, Mexico’s tax administration has been working on version 3.3 of its online digital invoice. The new annex 20, still unpublished, will mean major changes in the characteristics of the electronic invoice, which will be put in place in 2017 at a date not yet determined.  However, it is expected that for a time, the tax administration will allow the coexistence of version 3.2 of the online digital invoice and the updated version to facilitate its adaptation.

The objective of these changes, on one hand, is to improve the taxpayer’s experience while using the electronic invoice and on the other hand, to correct some of the inefficiencies that have been detected over the years.  Among them is the existence of non-uniform fields that give rise to inaccuracies or misinterpretations and imprecise validations of certain aspects of the invoice.


What are some of the changes of version 3.3 of the online digital invoice?

What is certain is that even though annex 20 has not been published yet, the tax administration has already developed some modifications for the electronic invoice. In fact, since the beginning of the year, many changes have been implemented. The last of them was the incorporation of the catalogue of forms of payment, which must be used starting on July 15th to avoid interpretation errors in the field of the electronic invoicing.

In addition, progress has also been made in the areas of modernization and fiscal control of exports by authorities, with the recent publication of the supplement of external trade to the online digital invoice, which becomes mandatory starting on January 1, 2017.

Another additional field that has been implemented this year was Complement INE for the online digital invoice, which has been made mandatory since last May for all invoices issued in favor of political parties and civil associations in Mexico.

Here are some of the updates that are already known, but version 3.3 of the online digital invoice encompasses many other changes among which the following can be highlighted:

  • New rules of ratification will be applied to verify the coherence of information and to avoid errors.
    • It will automatically identify how many types of systems a taxpayer has.
    • The postal code of the issuer will be scanned only once and the date will be recorded automatically.
    • The provider authorized to send digital documents will check and verify the existence of the federal registration on the receiver of the tax administration’s database. In the event that it does not exist, the invoice will not be postmarked.
    • When specifying a form approved for the calculation of amounts and rounding, methods of semantic and syntactic validation for the fields of taxes shall apply. This will avoid duplication of information and inconsistencies in the amounts and taxes.
  • To improve the accuracy of the data, 23 catalogs will be used, some of which are internationally accepted. Through them, the information of certain fields will be designated as is already done with the method of payment.
  • Existing information will be integrated with the billing process so that the declarations will have pre-filled fields.
  • The payroll receipt and the proof of payment will become two different invoice documents.


What are the advantages of this update?

The tax administration is developing new electronic invoicing strategies with the help of experienced providers authorized to send digital documents like EDICOM, which supports its vision and considers the experiences of its clients to simplify fiscal compliance. As in the previous updates, the objective is to continue advancing the online digital invoice while promoting the progress of other paperless tax initiatives at the same time.

With the mechanisms of validation that will be incorporated soon, the rejection of invoices due to inconsistencies in the data or calculations will be minimal. Furthermore, the fact that the new fields will work through the use of catalogs and will therefore avoid misinterpretations, will contribute to automating and integrating more administrative processes.

The advantages will not only positively affect taxpayers, but they will also positively affect tax authorities by simplifying tasks. For example, the consistency of data and its standardization will result in faster electronic audits, which are more effective than traditional ones.

Soon, we will know more details about the modifications to the electronic invoice, which once adopted will be automatically implemented into EDICOM’s platform for online digital invoicing.

Would you like to find out more?

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