With the arrival of the deadline to submit the Annual statement of taxes for this one 2024, new questions arise about the positive balances that could arise after this balance. It is because of that SAT issues a notice so that all taxpayers can ensure that the tax authorities return he positive balance obtained after completing this mandatory requirement for individuals and legal entities.
He positive balance It is obtained when the taxpayer in question has more expenses than income as a basic principle, however, this concept goes further in tax issues. This money is obtained through deductions, tariff adjustments and payment of taxes exceeded this 2024so the way to access it is by presenting the Annual statement of taxes to SAT before the deadline which is generally the last day of April.
For ensure that you return he positive balance he SAT throw a warning on their website with all the requirements and forms that will be necessary to obtain this deposit in 2024. It is necessary to know what tax regime you are under, as well as to be up to date with the Annual statement and above all not have active debts with this organization and then follow this step by step:
- Enter the official SAT portal and enter the “Returns and compensations” section from this link.
- Go to “Request your return”.
- Authenticate your identity with e.signature, RFC and password.
- Fill out the form appropriately.
- Complete the form to ensure the balance in favor
- Wait for the response from the SAT.
- To follow up, go to the “Check your automatic return” section.
After submitting this request, the SAT You have a period of 40 days to review the case and find out if you are entitled to payment of positive balance so it will make a deposit to your account. This notification will arrive through the tax mailbox, so you must activate this tool to know that the procedure has been executed and you have heeded the warning for ensure this return.