Does the SAT owe you money?
If you work for a salary and paid interest on an Infonavit or FOVISSSTE mortgage, medical or dental visits, glasses, school tuition or major medical insurance, more tax was probably withheld from you than you owed. That difference can be claimed back, for up to 5 years.
You probably have a saldo a favor if…
You have a mortgage
The real interest on your Infonavit, FOVISSSTE or bank mortgage is deductible. Your constancia de intereses (the annual interest statement) arrives every year.
You paid for health care with a factura
Doctor, dentist, psychologist, nutritionist, hospital, prescription glasses, major medical insurance. A factura is the formal tax invoice (CFDI) the provider issues in your name.
You pay school tuition
From preschool through high school, within the limits set for each level.
You have never filed your declaración anual
If you are a salaried employee and were not required to file, you can file the annual returns for 2021 through 2025 now and claim each saldo.
How it works
Free review
You send us two screenshots of your SAT portal (we tell you which ones) and we tell you whether it is worth it, and an estimate.
You hire us only if it pays
If the estimated saldo does not justify the filing, we tell you so and charge you nothing.
We prepare and file
Your declaración anual (the Mexican annual tax return) and the refund request before the SAT.
The SAT deposits the money
The authority has up to 40 business days to resolve a complete request.
What it includes
Free review- Review of your income, withholdings and deductions at the SAT
- Declaración anual for each year worth filing
- Refund request with its attachments
- Follow-up through the resolution, including the answer to a requerimiento (a formal demand for information from the SAT)
If it is worth it, we give you the quote in writing before we start, with a CFDI 4.0 invoice. If it is not worth it, we tell you and nothing is charged.
A SAT requirement for refund requests filed after July 31: a valid e.firma (the SAT's electronic signature). If you do not have one, we prepare your return and guide you through obtaining it. The amount and the approval are determined by the SAT; we do not guarantee an outcome.
Frequently asked questions
Can they fine me for filing late?
If you were a salaried employee who was not required to file, filing in order to claim your saldo is a right, not an omission. If you were required to file (for example, two employers, or income above $400,000), we check that before filing anything.
When are the fees charged?
When you hire us, because the work (reviewing, calculating, filing and following up) is done right away and the SAT can take weeks to deposit. That is why we only propose hiring us when the saldo clearly justifies it.
Do I need to go to an office?
No. Everything is remote, over WhatsApp.
Check for free whether you have a saldo a favor
You send us two screenshots of your SAT portal and we tell you whether it is worth it.
Prefer that we call you?
Leave us your name and phone number and we will write to you to run the review.
Bross Group · C.P. Israel Bross (Certified Public Accountant) · Professional licence (cédula profesional) 14497571 · La Paz, Baja California Sur, Mexico. General information; it is not a substitute for a review of your case. Privacy notice.