Mexico: ERP localization
Topics: Key facts · E-invoicing · VAT & tax reporting · SAF-T · Statutory accounts (coming later) · Payroll (coming later) · Partners
Key facts
| Fact | Value | Status / source |
|---|---|---|
| Currency | Mexican Peso (MXN) | verified [1] checked 2026-10-16 |
| VAT / GST | IVA – general rate 16% (0% and 8% border-region regimes) | verified [1] checked 2026-10-16 |
| E-invoicing | CFDI 4.0 (SAT): All invoices (CFDI stamped by an authorised PAC); payment complements, Carta Porte. CFDI mandatory since 2011; CFDI 4.0 the only valid version from 1 Apr 2023 | verified [1] checked 2026-10-16 |
| Periodic / real-time reporting | Declaración mensual de IVA / DIOT (Monthly (unverified)); Contabilidad electrónica (catálogo de cuentas, balanza de comprobación) (Trial balance monthly) | verified [1] checked 2026-10-16 |
| Statutory accounts / chart of accounts | Not yet researched | unverified |
| Fiscal year | Not yet researched | unverified |
| Payroll localization | Odoo lists a payroll localization for this country | verified [1] checked 2026-10-16 |
| Language requirements | Not yet researched | unverified |
| Tax authority | https://www.sat.gob.mx/ | verified [1] checked 2026-10-16 |
| Business Central localization | Localized by Microsoft | verified [1] checked 2026-10-16 |
| Odoo fiscal localization | Fiscal localization package listed | verified [1] checked 2026-10-16 |
| NetSuite country help | Oracle publishes NetSuite country help topics for this country | verified [1] checked 2026-10-16 |
Facts are summarised from official or vendor sources; "unverified" means no source was confirmed yet. Not tax or legal advice.
E-invoicing: CFDI 4.0 (SAT)
| Scope | All invoices (CFDI stamped by an authorised PAC); payment complements, Carta Porte |
|---|---|
| Deadlines | CFDI mandatory since 2011; CFDI 4.0 the only valid version from 1 Apr 2023 |
| Format | CFDI 4.0 XML (Anexo 20) stamped by a PAC |
| Source | source (fetched) |
ERP support in Mexico
| ERP | Support | Vendors | Status | Last verified |
|---|---|---|---|---|
| NetSuite | native | Mexico Localization SuiteApp + Electronic Invoicing SuiteApp; PACs | verified | 2026-10-16 |
| Business Central | native | Mexican localisation; default PAC Interfactura (other PACs possible) | verified | 2026-10-16 |
| SAP S/4HANA | unknown | unverified | unverified | — |
| SAP Business One | native | Mexico localisation; supported PACs listed in Document Settings | verified | 2026-10-16 |
| Odoo | native | l10n_mx_edi; PACs: Solución Factible, Quadrum, SW Sapien | verified | 2026-10-16 |
| Sage Intacct | unknown | unverified | unverified | — |
| Light | native (Light-operated network) | Built into Light (provider operated by Light) | verified | 2026-10-16 |
| Lensing (Everest) | unverified | unverified | — | |
| Unit4 ERPx | unverified | unverified | — | |
| Workday Financials | via provider | Generic (enhanced) e-invoice connector; third-party e-invoicing provider required | verified | 2026-10-16 |
| IFS Cloud | native | IFS Cloud localization (Localization Control Center) | verified | 2026-10-16 |
VAT & tax reporting
| Report | Frequency | Deadline | Filing channel / format | ERP support | Status / source |
|---|---|---|---|---|---|
| Declaración mensual de IVA / DIOT Monthly VAT return / third-party operations return | Monthly (unverified) | Unverified | SAT portal (unverified) | Light: ; Lensing (Everest): SAT pages blocked automated fetches (403).; Unit4 ERPx: None; Workday Financials: None; IFS Cloud: None | unverified — checked 2026-10-16 |
All countries: VAT & tax reporting
SAF-T
| Report | Frequency | Deadline | Filing channel / format | ERP support | Status / source |
|---|---|---|---|---|---|
| Contabilidad electrónica (catálogo de cuentas, balanza de comprobación) Electronic accounting (chart of accounts, trial balance) | Trial balance monthly; chart of accounts with first balance and on change; journals on request | Unverified (rule 2.8.1.7 RMF page not fetchable) | XML via Buzón Tributario (CFF art. 28 III–IV) | Business Central: native; Light: https://learn.microsoft.com/en-us/dynamics365/business-central/localfunctionality/mexico/mexico-local-functionality (General Electronic Accounting Regulations in Mexico); Lensing (Everest): ; Unit4 ERPx: None; Workday Financials: None; IFS Cloud: None | verified [1] checked 2026-10-16 |
Localization partners & apps
No source-checked partner or app recorded yet.
Local ERPs & accounting systems
| System | Segment | Description | Website | Status |
|---|---|---|---|---|
| Aspel (Siigo) | SMB | Administrative and accounting software | www.aspel.com.mx | verified site checked 2026-10-16 |
| CONTPAQi | SMB | Business and accounting software | www.contpaqi.com | verified site checked 2026-10-16 |
Alphabetical; significant domestic or regional systems, described from their official sites. Not exhaustive and not a ranking.
Localisation via local partner
No partner-only localisation flagged for the ERPs checked (Business Central, Odoo, NetSuite).
Flags are derived from vendor country lists only (Microsoft Business Central availability table, Odoo fiscal localizations, Oracle NetSuite country help). SAP, Sage Intacct, Workday, Unit4 and IFS are not flagged yet.
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