Recover your tax refund with a solid file
If you export or your creditable VAT exceeds what you charge, the refund is your money. The SAT has a legal deadline to return it, but may ask you for additional information. A file organized from the start reduces requests and gets you closer to the deposit.
- Working papers, cross-checking CFDI, DIOT and customs entries before filing
- Substance of your transactions: contracts, deliverables and payments
- Answering requests and, if denied, legal remedies
Reply within 2 business days · Confidential
How much does it cost you having your money held by the SAT?
The cost of waiting
Use your loan rate or the return you're giving up.
When could the deposit arrive?
General deadline of 40 business days from the claim (art. 22 Federal Tax Code).
Rough estimate: if the SAT asks you for information, the clock restarts when you provide it, and holidays aren't excluded. VAT balances are also inflation-adjusted and can earn interest in your favor when the refund is paid late.
Your money held up while the process drags on
Your cash flow is stuck
While the balance isn't returned, your company funds its operations with its own resources or with credit.
Requests over details
An unlinked CFDI, an unmatched customs entry or missing evidence of the transaction can trigger requests that drag out the process or end in a denial.
Doing it without practice
Refunds have their own logic: which documents are requested, how they're filed and how a request is answered. Doing it once a year doesn't give you that practice.
From a held-up balance to a deposit in your account
Building the file
Working papers for creditable and charged VAT, CFDIs, DIOT, customs entries, export documents and bank and accounting reconciliation.
Substance of your transactions
Contracts, deliverables and proof of payment from your main suppliers, to show the transactions existed.
Claim and requests
We file the claim, monitor your tax mailbox and answer requests within the deadline.
Defense if denied
We review the reasons and, if appropriate, file an administrative appeal. If a lawsuit is needed, we refer you to a specialist lawyer.
Clarity before selling
We'll tell you if it's not right for you
If the assessment shows you don't need the service, we'll tell you and point you to what you do need.
15+ years of experience
Accounting, tax and finance for entrepreneurs, SMEs and foreign companies operating in Mexico.
100% online, anywhere in Mexico
We work by video call and WhatsApp. You send the information; we take care of the rest.
Your numbers and your to-dos, in one place
Progress of your refund, documents delivered, requests and a substance traffic light for your suppliers.
Four steps, with clear timelines
Feasibility assessment
Share the amount, period and type of operation. We tell you whether it's worth claiming and what's missing.
Building the file
We ask you for a specific list of documents; we prepare the working papers and the substance folder.
Claim and follow-up
We file the refund claim and answer any request on time.
Deposit and prevention
When the deposit arrives, we leave you a process so the next claim goes faster.
How much can you recover? We review it at no cost.
We review your case and tell you honestly whether it's worth claiming, what's missing and what timelines to expect.
- Feasibility of your claim
- List of documents the SAT will ask for
- Written fee proposal
Prefer to pick a day and time? Book a 30-minute video call.
What clients usually ask us
How long does the refund take?
The general deadline is 40 business days from the claim. If the SAT asks you for information, the clock restarts when you provide it. With a complete file, the chance of requests goes down.
What if the SAT denies the refund?
We review the reasons. An administrative appeal or an annulment lawsuit can be filed; we explain which suits you, its timeline and cost before you decide.
Which documents do you need?
Trial balance, prior working papers, income and expense CFDIs for the period, customs entries if you export, contracts with major suppliers, bank statements and a valid e.firma.
How do you charge?
Depending on the amount and complexity, with a fixed fee, a percentage of what's recovered, or a combination. In the assessment we give you the proposal in writing, with no fine print.
Do you also recover income tax refunds?
Yes, for example the one from your annual return.
Your tax refund is your money
30-minute assessment at no cost. If it's not right for you, we'll say so.