Annual return: how to request tax debits in months or in a single deferred payment

April will be the month to file the 2021 annual tax return. However, if they have tax debts, the Tax Administration Service (SAT) will allow taxpayers to pay in partials.

In this sense, in this digital space we will explain how to request debits in payments, or in months, as appropriate. Although according to the tax authority, partial disbursement will have to be requested a few days after filing the return.

For this reason, the SAT announced that it must be filed as follows: “in the case of self-determined debits or fiscal self-correction, within 10 working days of the date on which you filed the return. In the case of claims already determined by the authority, when required”.

In addition, it must be remembered that individuals will have the opportunity to file their tax return until April 30, the day established by the tax authorities as the limit for carrying out the process.

How does it work? Taxpayers may pay tax debits in partials or in a single deferred payment. The period of time to do so ranges from 12 to 36 months, as the case may be.

If it is a partial payment, the interested party must indicate the period within which they wish to make it, not to exceed 36 months. In the case of the deferred, then you must select the debit, not exceeding 12 months.

According to the tax: “For the term alienation of seized property, it may not exceed 12 months for real estate, and 6 months for movable property.

How to apply?

*The interested party must click on the following link. Here.

*You will then need to log in with your RFC and password.

*Select the option for online services, then “services or requests”, then request and then a form will appear.

*Once there, you will need to select “installment payment” and the number of biases requested, as well as upload the requested files in PDF format.

*Subsequently, the application must be reviewed within 10 working days, with the intention of knowing if additional information was requested, in that case, you will have 5 working days to deliver it, if you exceed the deadline, it will be necessary to enter again.

To review the application, you will be able to access the SAT portal with the folio number provided. If you do not have a response, you must go directly to the facilities of the Tax Administration Service.

How do I know if I have a balance in favor? The Tax Administration Service (SAT) enabled a special simulator in this case, so below we will show how it works and the benefits it provides.

It is a tool that will facilitate the operation of interested parties, in addition to allowing the user to know the previous information of the annual return, which will allow them to have greater control of the subject matter.

In addition, this simulator includes pre-filled deductions that have been made throughout the previous year, provided that an invoice has been requested and paid through a card or electronic transactions.

It is necessary to remember that personal deductions are expenses that as a taxpayer you have the right to decrease from your accumulated income on the annual tax return and transform them into a balance in favor.

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