The Taxwell blog
Don't let the SAT catch you off guard.
Straightforward guides on IVA refunds, the SAT and accounting — written for business owners, not accountants.
6 articles
What is an IVA credit balance and why does it build up?
You export, invest or buy at the 16% rate and sell at 0%: that's where the credit balance is born. We explain why it's your money and how to claim it.
2 min read
The 5 mistakes that get your refund rejected by the SAT
Incomplete files, blacklisted suppliers and badly stamped CFDIs: the most common mistakes and how to avoid them before you file.
2 min read
e.firma: why the SAT now verifies your address
Anyone used to register fake addresses to simulate operations. Now the SAT verifies the business exists before releasing the e.firma.
2 min read
How often can you claim your IVA refund?
Month by month, on accumulated balances and up to 5 years back. How to build a refund calendar that keeps your cash flow healthy.
2 min read
SAT information requests: what they are and how to answer
A request isn't a rejection: it's a trial by fire. What they can ask for, how many days you have and why you should never let it lapse.
2 min read
Checklist: the perfect refund file
Bank statements, CFDIs, working papers, contracts and materiality evidence: the complete list we use in every claim.
2 min read