Mexico Localization for Dynamics 365 BC CFDI 4.0, Payment Complement, and Carta Porte

LLB Solutions’ Mexico Localization extends Business Central to support the accounting, tax, and electronic invoicing requirements set by the Servicio de Administración Tributaria (SAT), automating fiscal processes without modifying the standard platform. As a result, finance and tax teams get a fully compliant, audit-ready Business Central environment with less manual work.

Key capabilities include:

Advanced Electronic Invoicing

• Issue individual or mass income, credit, and transfer CFDI 4.0 documents through PAC integration.
• Manage credit notes, cancellations, substitutions, addenda, and fiscal legends.
• Validate supplier UUIDs and consult CFDI XML and PDF files.

Payment Complement 2.0

• Manage full and partial payments, outstanding balances, and multiple invoice applications.
• Support USD/MXN and other currencies, including exchange-rate differences.

DIOT and Electronic Accounting

• Generate DIOT reports in TXT and Excel.
• Generate XML charts of accounts, trial balances, accounting entries, and fiscal reports.

Taxes and Withholdings

• Calculate VAT at 16% and 8%, IEPS, local, additional, and lodging taxes.
• Control collected, uncollected, creditable, and withheld VAT, and apply VAT and income tax withholdings to purchase and sales transactions.

Carta Porte and Foreign Trade

• Issue CFDIs with Carta Porte and export CFDIs with the Foreign Trade Complement.
• Manage vehicles, insurance, permits, SAT units, tariff codes, and merchandise.

IMMEX Management

• Control temporary import customs declarations by product and lot.
• Trace merchandise through receipt, consumption, production, regularization, return, or export.
• Monitor imported, consumed, exported, regularized, and outstanding quantities, balances, and return deadlines.

Automation and Integration

• Create purchase orders, invoices, and credit notes from XML or ZIP files.
• Update the official USD/MXN FIX exchange rate from Banxico.
• Maintain fiscal catalogs and validate taxpayers against the SAT 69-B list.

Benefits

In practice, this means:

Automates fiscal processes, improves compliance controls, and centralizes fiscal, financial, and operational information in Business Central.

Supported Editions: Microsoft Dynamics 365 Business Central Essentials and Premium.

Supported Countries: Mexico.

Supported Languages: English (United States), Spanish (Spain), and Spanish (Mexico).

To learn more about implementation, licensing, PAC integration, electronic invoicing, and support options, contact LLB Solutions.

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