| Availability |
Odoo Online
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On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 162 |
| Technical Name |
l10n_mx_reports_diot |
| License | OPL-1 |
| Website | https://www.vauxoo.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
MX Reports DIOT (2025)
This module extends the DIOT (Declaración Informativa de Operaciones con Terceros) report functionality in Odoo for Mexican taxpayers. It adds new fields for the 2025 version and ensures the .txt file complies with the SAT requirements for DIOT submissions. This includes handling special cases for border zones (8% tax), identifying supplier types (national, foreign, global), and validating partner data (RFC, state, etc.).
VIDEO
Usage
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Configure your partners with the appropriate tax information, including:
- RFC (Registro Federal de Contribuyentes).
- Address (especially the state if they apply to border regions).
- Type of operation and type of third party (national, foreign, global).
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Set up the correct tax rates:
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For 8% or 16% (including import taxes at 16%), ensure you assign the proper tax tags in the tax configuration, particularly for the "Distribution for Refunds" section. The label should include the
"RDA"suffix, for example:+DIOT: 16% RDA. - This step ensures Odoo correctly identifies refunds or partial credits when generating the DIOT report.
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For 8% or 16% (including import taxes at 16%), ensure you assign the proper tax tags in the tax configuration, particularly for the "Distribution for Refunds" section. The label should include the
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Regenerate tax tags if you already have existing data:
- Install the account_update_tax_tags module.
- Access Accounting > Configuration > Settings and run the Update tax tags on existing Journal Entries for the period(s) you need to report. This will update existing cash basis entries with the correct tags.
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Generate the DIOT file:
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From the Accounting menu (or the corresponding DIOT menu), generate the
.txtfile in UTF-8 encoding following SAT requirements.
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From the Accounting menu (or the corresponding DIOT menu), generate the
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Validate or upload the
.txtfile:- Use the SAT's DIOT tool or portal to ensure your operations are correctly reported before final submission.
Notes
- For border zones with 8% tax, a warning is displayed if the partner's state (address) is not correctly set.
- The updated structure for the DIOT 2025 requires careful assignment of tax tags (including the RDA suffix for refunds) to match the SAT's new reporting fields.
Credits
Contributors
- Luis Torres <luis_t@vauxoo.com> (Planner/Developer)
Maintainer
This module is maintained by Vauxoo.
A Latin American company that provides training, coaching, development, and implementation of enterprise management systems. It bases its entire operational strategy on the use of Open Source Software, focusing primarily on Odoo.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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