(MEX) Set up DIOT parameters

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Legal entities and persons in Mexico that deal with vendors must submit a Declaración Informativa de Operaciones con Terceros (DIOT) to the Servicio de Administración Tributaria (SAT). All VAT transaction details are included as field concepts in the DIOT. You can define a concept representing the VAT amount at a specific tax rate.

Before you generate a DIOT, set up the necessary parameters, such as the field concept ID and descriptions for a sales tax code, column type, and nondeductible amount details.

  1. Click General ledger > Setup > Sales tax > DIOT declaration.

  2. Press CTRL+N to create a new field concept for a sales tax code.

  3. On the right pane, in the Concept ID and Concept description fields, enter a field concept ID and concept description for a sales tax code.

  4. In the Order number field, enter a valid order number between 8 and 20 for the field concept. The order number defines the sequence in which the information related to a field concept is reported in the DIOT.

  5. Select the Nondeductible check box to specify that the sales tax amount is nondeductible.

  6. In the Column type field, select the type of column to determine the value to be assigned to the field concept:

    • 1: net amount – The net amount of all taxes selected for the field concept is assigned to the column.

    • 2: tax amount – The tax amount of the taxes selected for the field concept is assigned to the column.

    • 0: none – The value of the column is 0. Some fields or columns are optional and a value cannot be introduced for the column.

  7. In the % of nondeductible amount field, enter the percentage of nondeductible amount for a domestic vendor. This field is available when you select the Nondeductible check box.

  8. Close the form to save your changes.

See also

(MEX) Set up DIOT declaration (form)