Mexico IVA and the DIOT draft

# Mexico IVA and the DIOT draft

Rates and codes. Install the Mexico set from Taxes > Tax codes. It has standard rated 16%, border zone 8%, zero rated, zero-rated export, exempt and out of scope. It also has IVA withheld at 4% and ISR withheld at 10% as starting points for services; withholding rates depend on the supplier and the service, so check each one before you use it.

Run the worksheet. Open the Latin America screen, choose the Mexico tab, set the period and press Show the worksheet. It shows IVA charged on sales, IVA you can credit on purchases, IVA withheld from suppliers, and the net.

Draft DIOT. The Mexico tab has a supplier-operations table. Give the supplier type, operation type and RFC for each supplier, and the bases and IVA by rate. Add or remove rows, then download the draft DIOT file. It is a draft layout: check it against the current SAT template before you upload it. Pop Books does not upload it or file it for you.

CFDI is separate. CFDI invoices are made on the E-invoices & audit files screen. This pack does not change the CFDI file or its stamp. Open that screen from the link on the Mexico tab.

Payroll contributions. This pack has no payroll contribution reports. Use your country's own payroll process.

What the pack doesn't cover. Payroll tax, the annual ISR return, state taxes, the SAT portal upload, and the PAC stamp on a CFDI are not part of this pack.

Verify. Rates and rules change. The Mexico codes were last reviewed on 2026-11-06; verify the rates and the withholding treatment with your tax office or adviser before you rely on them.