Fewer declarations, more facilities
The Tax Administration Service received fewer tax returns from individuals this year. The reason: facilities granted to small taxpayers of the Simplified Trust Regime (Resico).
Gari Flores, General Administrator of Collection of the SAT, explained it at a press conference organized by the Mexican Institute of Public Accountants.
“Indeed, this year fewer declarations were submitted; those who are in Resico were given the option of not submitting the declaration starting this year.”
Flores acknowledged that this impact was “very important in the number of statements.” Another reason: decrease in complementary statements. “If we analyze the number of these compared to last year, it is the strongest decrease that we have,” he highlighted. Now taxpayers file their return only once.
Returns on the rise
Although the SAT expected more than 11 million declarations for fiscal year 2025, in May it reported 10,783,158. Of them, 7.9 million with a favorable balance. At the end of last week, 5.6 million requested a refund, with a restored amount of 44 billion pesos, higher than the 31,870 million reported in May.
Flores clarified that the balance in favor depends on the economic situation of each year. He denied that the SAT withholds returns due to inconsistencies in CLABE accounts. “In no way does the SAT act arbitrarily; we have other data,” he stated. The main reason: some taxpayers changed banks and it is necessary to verify.
In short, fewer statements but simpler and with record returns.
