Mexico

Mexico Invoice

Changes to generic fields

recipient.address.line1 is required.
recipient.address.line2 is required.
recipient.address.postalCode is required. It must be a valid postal code.
lines[].unit is required
The sending organization address requires a valid Mexican postal code.

Mexico-specific fields

type Invoice {
  // ...everything from invoice
  lines: [
    // ...everything from invoice.lines
    itemCode: string;
    unit: UnitsOfMeasure;
    vat: {
      // ...everything from invoice.lines.vat
      category: string;
      typeCode: string;
      factorCode: string;
    }
  ],
  customInfo: {
    mex: {
      typeCode: string;
      recipientTaxIdType: string;
      recipientIndustryClassificationCode: string;
    }
  }
}

Name	Type	Required	Description
`recipient.name`	string	Yes	Company name or name and surname. * please note, must be an exact match
`recipient.taxId`	string	Yes	B2B: Provide Registro Federal de Contribuyentes (RFC) B2C: XAXX010101000: is used for domestic sales (MEX to MEX) `customInfo.mex.recipientTaxIdType`: 616 - Sin Obligaciones Fiscales. `customInfo.mex.recipientIndustryClassificationCode`: S01 - Sin Obligaciones Fiscales. XEXX010101000: is used for international sales. (MEX to non-MEX) `customInfo.mex.recipientTaxIdType`: 616 - Sin Obligaciones Fiscales. `customInfo.mex.recipientIndustryClassificationCode`: S01 - Sin Obligaciones Fiscales.
`lines[].itemCode`	string	Yes	Line item code as specified on CFDI * please note, only accessible from Mexico
`lines[].unit`	string	Yes	A value from an enumerated list as outlined on Units of Measure
`lines[].vat.category`	string	Yes	Line item tax category can be one of "Exempt": Not taxable "Standard": Yes, taxable "Zero rated: Yes, taxable and does not need to be itemized "Outside of scope: Yes, taxable and does not generate taxes
`lines[].vat.typeCode`	string	Yes	Line item Tax type code can be one of "ISR": Mexican Federal Income Tax "IVA": Mexican VAT "IEPS": Mexican Excise Tax "ISAN": Vehicle Acquisition Tax
`lines[].vat.factorCode`	string	Yes	Line item Tax factor code can be one of "Standard": Rate(Tasa) - A fixed percentage applied to the line item. "Fee": Quota(Cuota) - A fixed amount applied to the line item. "Exempt": Exempt(Exento) - The item is exempt from VAT
`customInfo.mex.typeCode`	string	Yes	In Mexico, the invoice type codes (Tipo de Comprobante) used in electronic invoicing (CFDI - Comprobante Fiscal Digital por Internet) are standardized by the Mexican tax authority, SAT (Servicio de Administración Tributaria). Here is a list of common Mexico invoice type codes: "Income": (Ingreso) Used for transactions where the issuer is receiving income, such as sales of goods or services. "Expenditure": (Egreso) Used for transactions where the issuer is incurring an expense, such as refunds or credit notes. "Transfer": (Traslado) Used for transactions where goods are being transported from one place to another without any sale involved. "Payroll": (Nómina) Used for payroll-related transactions. "Payment": (Pago) Used for documenting payments received.
`customInfo.mex.recipientTaxIdType`	string	Yes	Tax ID type. The value that is registered in this attribute must apply to the type of person of the receiver. Tax ID type can be one of: "601": General Law Legal Entities "603": Non-Profit Legal Entities "605": Wages and Salaries and Income Similar to Wages and Salaries "606": Leasing "607": Asset Acquisition or Disposal Regime "608": Other income "610": Residents Abroad without a Permanent Establishment in Mexico "611": Income from Dividends (partners and shareholders) "612": Individuals with Business and Professional Activities "614": Interest Income "615": Regime for income from prizes "616": Without tax obligations "620": Production Cooperative Societies that choose to defer their income "621": Tax Incorporation "622": Agricultural, Livestock, Forestry and Fishing Activities "623": Optional for Groups of Companies "624": Coordinated "625": Regime for Business Activities with income through Technological Platforms "626": Simplified Trust Regime For generic Tax ID's (`recipient.taxId` )XAXX010101000 and XEXX010101000 `customInfo.mex.recipientTaxIdType` must be 616
`customInfo.mex.recipientIndustryClassificationCode`	string	Yes	A value from an enumerated list as outlined on Mexico industry classification For generic Tax ID's (`recipient.taxId`) XAXX010101000 and XEXX010101000 `customInfo.mex.recipientIndustryClassificationCode` must be S01

Example CSV file

Invoice - Mexico.csv