Each year, the Tax Administration Service (SAT) enables the tax payment simulator for individuals to use and meet their tax obligations. The annual declaration simulator is a support tool for taxpayers and will be available during March. If it's your first time filing your annual declaration or you have doubts about the process, here we tell you how to use it.
Step by step: How to use the SAT annual declaration simulator. The main requirements you will need to use the annual declaration simulator are your RFC and password. The platform will display data such as income from salaries or professional activities, ISR withholdings, issued and received invoices, as well as personal deductions (such as medical expenses or tuition fees). The purpose of the annual declaration simulator is to avoid errors when making the final procedure and tax problems such as inconsistencies in income, withholdings, or delays in the refund of a favorable balance.
Take into account that this tool will only be enabled until next March 31, so that from April the procedure can be carried out before the SAT.
What news does the annual declaration simulator have? During March it is possible to use the annual declaration simulator which has the following news: The taxpayer will have to fill in each section of the declaration before advancing. It shows in detail other incomes and breaks down the perception indicated in the CFDI of the payroll. It shows the preloaded suggested information of the withholdings of the taxpayers. Those who have income from interest paid by Popular Financial Societies (SOFIPOS) will be able to visualize it. New functionalities are added to apply the incentives provided for in the Mexico Plan. Informative messages are added to inform the taxpayer of their situation. In personal deductions, CFDIs that are not classified as such due to some inconsistency will be considered, so the legend 'Unclassified' will appear. Other tools that will be integrated into the annual declaration simulator are: Payroll viewer for workers, to verify that the receipts are correct. Payroll receipt viewer for employers, to consult the payments made. Personal deductions viewer, to review invoices for concepts classified as deductions. Withholding viewer, allows to identify the annualized operations.
In case of having doubts with the SAT simulator or with the annual declaration procedure, it is possible to request information by calling MARCASAT at 5562722728, option 0 and sub-option 2. Another alternative is to go to the virtual office and write to the virtual chat of the page chat.sat.gob.mx.
Who must file their 2025 annual declaration? The 2025 annual declaration is for people who had additional income or specific working conditions. In case there is still doubt about whether you should file or not your annual declaration, these are the cases in which it is necessary to comply with the procedure, according to the SAT: You earned more than 400,000 pesos a year. You had two or more employers. You stopped working before December 31. You received income from abroad or from companies that do not withhold taxes. In addition to your salary, you had other incomes (bonuses, severance pay, retirement, etc.).
To carry out the exercise you must enter this website https://anualpf.clouda.sat.gob.mx. After entering the data, it will only be necessary to follow the instructions on the same page by clicking on the 'Present declaration' option. Then it will take you to another site that is divided into income, deductions, determination and payment. It will also be important to review the 'Unclassified' section to see invoices that are deductible, but for some reason are not marked. The system is designed so that you can review and corroborate or correct some personal data or about your deductions. Don't be scared of the 2025 annual declaration!
