Annual declaration 2022: how to know if there is a balance in favor on the SAT

On the official SAT portal you can check if there is a refund in favor, after making the 2022 annual declaration (Photo: REUTERS / Carlos Jasso / File photo)
On the official SAT portal you can check if there is a refund in favor, after making the 2022 annual declaration (Photo: REUTERS / Carlos Jasso / File photo)

People who submit their Annual statement before the Tax Administration Service (SAT) can check if they have positive balance and ask for the return.

With information from article 2 of the Federal Taxpayer Rights Law the refund of balance in favor “occurs when when calculating your taxes, it turns out that you paid more than you owed, so you can request before the SAT that the amount be returned to you.”

For its part, the annual declaration consists of a official document through which individuals or legal entities make the report of all the operations they did during the previous year: record the income received, the deductions, present at zero, the calculation of the tax per year and request a refund in favor.

Through the Tax Mailbox of the SAT you can follow up on the process of returning the balance in favor (PHOTO: MARIO JASSO/CUARTOSCURO.COM)
Through the Tax Mailbox of the SAT you can follow up on the process of returning the balance in favor (PHOTO: MARIO JASSO/CUARTOSCURO.COM)

The SAT highlighted the dates to make the annual declaration, after the taxpayers comply, it can be seen if there is a balance in favor. In the case of legal persons who are Business must comply with and estimate the Income Tax (ISR) before Thursday March 31, 2022; the deadline for Physical persons it’s on Saturday April 30th.

Those who make the declaration have the right to obtain a refund of the credit balance only if it turns out that they paid more than they owed. It can be requested even up to five years after the date on which the declaration was filed and the term in which the SAT will answer you will be maximum 40 days, the process is free.

How to check if I have a credit balance in the SAT?

* You must enter the SAT portal in the link https://www.consulta.sat.gob.mx/_mem_bin/FormsLogin.asp?/DevMan/.

* You have to enter your Federal taxpayer registration (RFC) and password.

* Then, fill in all the data requested by the system, in the same place it will give you information about your tax return.

* Enter the scanned documents of the procedure.

* Then download and save the electronic acknowledgment of receipt of the return request.

* Finally, you have to sign and send the procedure with the electronic signature.

* Through the section Check your automatic return You can track the process.

What can be done if they do not authorize the return?

When there are inconsistencies in the information, it is very likely that the refund will not proceed, giving a balance in favor (Photo: Portal del SAT)
When there are inconsistencies in the information, it is very likely that the refund will not proceed, giving a balance in favor (Photo: Portal del SAT)

* If they do not authorize it or it was only part of what they owed, taxpayers can file a supplementary statement with all inconsistencies corrected.

* Then, request the return through the Electronic Form of Returns.

* The tax authority announced that the declarations with balance in favor that are authorized are subject to the inconsistencies of the bank CLABE, the ex officio compensationwhich is a figure used by the SAT to recover firm credits pending coverage by the taxpayer.

What are the requirements to process the automatic return?

* The automatic return is made at the time of making the annual declaration online with the password and portable e.signatureif the credit balance is less than or equal to 10 thousand pesos can be done with the password.

* When it is greater than 10 thousand pesos and up to 50 thousand pesos You can also submit the tax return with the password, but you must also add a CLABE account with its 18 digits in DeclaresSat.

KEEP READING:

SAT: what are the 3 options to find out if I have fines or pending debt
SAT: how to pay a tax debt in up to 36 monthly installments
SAT: how to file the annual return for legal entities online
SAT: how to use the simulator to find out what your tax obligations are

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About Alex Marcell

He likes dogs, pizza and popcorn. Already a fanboy of Nintendo and Sony, but today throws anything. He has collaborated on sites and magazines such as GameBlast, Nintendo World, Hero and Portal Pop, but today is dedicated exclusively to Spark Chronicles.

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