What’s new? v4.51 – Tax: how much did you file?

v4.51.0 — Tax: what was actually paid to the SAT now counts If your accountant told you to pay amounts different from what the system showed, this release explains why and fixes it. You can now enter your filed return, month by month and the annual one. It records what was actually filed and paid in…

v4.51.0 — Tax: what was actually paid to the SAT now counts

If your accountant told you to pay amounts different from what the system showed, this release explains why and fixes it.

You can now enter your filed return, month by month and the annual one. It records what was actually filed and paid in ISR and IVA, with its payment reference line and dates. From there on, the calculation for the following months uses that amount and not the system’s own. Before, the system carried forward its own figures: a single difference in one month kept growing for the rest of the year.

The IVA credit balance is applied against the following months. It hadn’t been implemented: a month with more creditable IVA than IVA charged showed up as negative and was lost, so the following month the system asked you to overpay. In a real case, March asked for $23,711 when $20,576 was due, because January and February had generated a credit balance.

Side-by-side comparison. Each month shows the calculated amount next to the filed amount and the difference, so you can see right away where and by how much they differ. And the annual report estimates the ISR for the fiscal year, the withholdings, and the provisional payments, so you can compare it against the annual return you entered.

If you don’t enter any return, ISR behaves the same as before; the IVA credit balance, however, is corrected in all cases, because it was an incomplete calculation.

Recommended for anyone who uses the Tax module. It includes a plugin migration that runs automatically on startup; update backend and frontend together.

Tax returns Tax

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