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How do I manage my Tax Profile?

The Tax Profile is where you can set up a company logo, sign up for Whatsapp notifications on your Facturama account, and manage your tax information including your address and regime.

 

Access your Tax Profile using these steps: 

  1. Click on your avatar in the top right corner
  2. You'll be on the Tax Profile section by default. 

 

Manage your logo and RFC number with the below options:

  • Logo - Click to upload a logo in JPG or PNG format that appears on your Invoices, Quotes and communications sent out to your customers
  • RFC - Displays your RFC number

 

Tax Profile Information

Manage your Tax Profile details with the below options:

Tax profile section with fields to fill out.

  • Text Notifications - Enter your 10 digit WhatsApp cellphone number to receive text notifications on your account
    • Once you receive a code in Whatsapp and verify it, Facturama will start sending you text notifications periodically
  • Upload your Tax Data - Click on the Upload your CIF button to upload your Tax Identification Card (CIF)

 

Tax Data

You can choose to either upload a PDF of your Tax Identification Card (CIF) using the Upload your CIF button which will fill out all the below fields for you, or manually fill them out yourself:

  • Kind of Person - Choose between Moral or Physical
    • Moral - A group of individuals who work together for a collective purpose
    • Physical - An Individual
  • Occupation - Choose from a list of occupations
  • Fiscal Name - The Tax name of the company
  • Trade Name - The Business name of the company
  • Email - The company’s email address
  • Optional Email - Additional email address
  • Phone - Company’s phone number
  • Size of the Company - Choose between Micro, Small, Medium, or Large
  • Tax Regime - Choose a specific Tax Regime
    • My Tax Profile - Click on the My Tax Profile link for a quick reference on identifying which Tax Regime your company is registered under
  • Postal Code, Street, Outdoor Number, Interior Number, Colony / Neighbourhood, Municipality, State, and Country - Your business address

 

FAQs

How do I find out which Tax Regime to use?

Use either of the two options to find out what Tax Regime your business is under:


Option A

  1. Go to the SAT Portal
  2. Click on Other Procedures and Services
  3. In the Basic Taxpayer Services section, click on Check your tax information
  4. Click on the Start button
  5. Enter your RFC and Password
  6. Then click on Fiscal Characteristics. The scheme you are registered in with the registration date will be displayed.

 

Option B

  1. Go to the SAT Portal
  2. Click on RFC Procedures
  3. Then click on Reprint or Generate Proof
  4. Enter your RFC and Password
  5. Then click on Generate Certificate. The generated certificate will display your registered scheme.