A tax status certificate is a document that allows Mexican taxpayers to know their status with the Tax Administration Service (SAT). Said document has no expiration date. However, it is important that the information in it is updated regularly, at least every three months.
You might be interested in our entry: Home visits by the Taxpayer Administration Service (SAT).
What information does a tax status certificate contain?
The certificate contains the most relevant information of either the natural or legal person who requests it. Not only does it identify and prove their economic activity within the country, but it is also helpful during legal procedures such as applying for a loan.
Both natural persons and legal persons can request the certification of their tax status, as established on Article 27 of the Federal Tax Code.
Taxpayers can request a tax status certificate for various reasons. It might be needed when applying for a job, as a bank reference, at the request of a supplier, or with clients. Keep in mind that only the Tax Administration Service (SAT) is authorized to issue this document.
- Natural persons (individuals): The certificate shows the tax regime they have opted for, as well as their tax obligations.
- Legal persons (organizations): The document certifies that they are legally constituted, and specifies the services they provide.
As of March 24, 2021, natural persons over the age of 18 can get their tax status certificate and tax identification card on the official SAT ID app. Going to an office is no longer necessary.
You might want to watch our video: What is the Taxpayer Registry Code (RFC)?
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