# Mexico: ERP localization

Topics: [Key facts](#key-facts) · [VAT](#vat) · [E-invoicing](#e-invoicing) · [VAT & tax reporting](#vat-reporting) · [SAF-T](#saf-t) · Statutory accounts (coming later) · Payroll (coming later) · [Partners](#partners)

## Key facts

| Fact | Value | Status / source |
|---|---|---|
| Currency | Mexican Peso (MXN) | verified [[1]](https://www.six-group.com/dam/download/financial-information/data-center/iso-currrency/lists/list-one.xml) checked 2026-10-16 |
| VAT / GST | IVA – general rate 16% (0% and 8% border-region regimes) | verified [[1]](https://www.gob.mx/cms/uploads/attachment/file/850660/Dato-3_IVA.pdf) 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]](https://wwwmatnp.sat.gob.mx/consultas/35025/formato-de-factura-electronica-%28anexo-20%29) 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]](https://wwwmat.sat.gob.mx/aplicacion/42150/envia-tu-contabilidad-electronica) 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]](https://www.odoo.com/documentation/19.0/applications/hr/payroll/payroll_localizations.html) checked 2026-10-16 |
| Language requirements | *Not yet researched* | unverified |
| Tax authority | [https://www.sat.gob.mx/](https://www.sat.gob.mx/) | verified [[1]](https://www.sat.gob.mx/) checked 2026-10-16 |
| Business Central localization | Localized by Microsoft | verified [[1]](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/compliance/apptest-countries-and-translations) checked 2026-10-16 |
| Odoo fiscal localization | Fiscal localization package listed | verified [[1]](https://www.odoo.com/documentation/19.0/applications/finance/fiscal_localizations.html) checked 2026-10-16 |
| NetSuite country help | Oracle publishes NetSuite country help topics for this country | verified [[1]](https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4452522556.html) checked 2026-10-16 |

Facts are summarised from official or vendor sources; "unverified" means no source was confirmed yet. Not tax or legal advice.

## VAT / GST facts

| Fact | Value | Verification / source |
|---|---|---|
| VAT name | IVA (impuesto al valor agregado) | secondary [www.avalara.com](https://www.avalara.com/us/en/vatlive/country-guides/north-america/mexico.html) checked 2026-10-16 |
| VAT standard rate | 16% | official [www.gob.mx](https://www.gob.mx/cms/uploads/attachment/file/850660/Dato-3_IVA.pdf) checked 2026-10-16 |
| VAT reduced rates | 8% | official [www.gob.mx](https://www.gob.mx/cms/uploads/attachment/file/850660/Dato-3_IVA.pdf) checked 2026-10-16 |
| VAT registration threshold | No minimum turnover. Foreign digital service providers selling to consumers register from the first supply. | secondary [www.avalara.com](https://www.avalara.com/us/en/vatlive/country-guides/north-america/mexico.html) checked 2026-10-16 |
| VAT filing frequency | Monthly. | secondary [www.avalara.com](https://www.avalara.com/us/en/vatlive/country-guides/north-america/mexico.html) checked 2026-10-16 |
| VAT non-resident / reverse charge | *Not stated in the sources checked* | — |

Summarised in our own words. **official** = confirmed on a government or EU Commission page; **secondary** = taken from a published country VAT guide and not yet confirmed officially. Thresholds and filing rules change; always confirm with the tax authority. Not tax 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](https://wwwmatnp.sat.gob.mx/consultas/35025/formato-de-factura-electronica-%28anexo-20%29) (fetched) |

## ERP support in Mexico

| ERP | Support | Vendors | Status | Last verified |
|---|---|---|---|---|
| [NetSuite](https://erplocalization.com/mexico/netsuite/) | native | Mexico Localization SuiteApp + Electronic Invoicing SuiteApp; PACs | verified | 2026-10-16 |
| [Business Central](https://erplocalization.com/mexico/business-central/) | native | Mexican localisation; default PAC Interfactura (other PACs possible) | verified | 2026-10-16 |
| [SAP S/4HANA](https://erplocalization.com/mexico/sap-s-4hana/) | unknown | unverified | unverified | — |
| [SAP Business One](https://erplocalization.com/mexico/sap-business-one/) | native | Mexico localisation; supported PACs listed in Document Settings | verified | 2026-10-16 |
| [Odoo](https://erplocalization.com/mexico/odoo/) | native | l10n_mx_edi; PACs: Solución Factible, Quadrum, SW Sapien | verified | 2026-10-16 |
| [Sage Intacct](https://erplocalization.com/mexico/sage-intacct/) | unknown | unverified | unverified | — |
| [Light](https://erplocalization.com/mexico/light/) | native (Light-operated network) | Built into Light (provider operated by Light) | verified | 2026-10-16 |
| [Lensing (Everest)](https://erplocalization.com/mexico/lensing-everest/) | unverified |  | unverified | — |
| [Unit4 ERPx](https://erplocalization.com/mexico/unit4-erpx/) | unverified |  | unverified | — |
| [Workday Financials](https://erplocalization.com/mexico/workday-financials/) | via provider | Generic (enhanced) e-invoice connector; third-party e-invoicing provider required | verified | 2026-10-16 |
| [IFS Cloud](https://erplocalization.com/mexico/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](https://erplocalization.com/vat-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]](https://wwwmat.sat.gob.mx/aplicacion/42150/envia-tu-contabilidad-electronica) checked 2026-10-16 |

[All countries: SAF-T](https://erplocalization.com/saf-t/)

## 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](https://www.aspel.com.mx/) | verified site checked 2026-10-16 |
| CONTPAQi | SMB | Business and accounting software | [www.contpaqi.com](https://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 S/4HANA Cloud country versions). SAP S/4HANA Cloud flags use the SAP country-version list (v02_2024). Sage Intacct, Workday, Unit4 and IFS are not flagged yet.

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Canonical: https://erplocalization.com/mexico/ · Last updated: 2026-10-16 · Informational only; not tax, legal or implementation advice. Featured placements are paid or promotional and do not affect the compliance data. Data: CC BY-NC 4.0 (commercial use needs a licence: https://erplocalization.com/data-licence/), attribution "ERP Localization (erplocalization.com)".