Generating IETU reports

Note: IETU reports are no longer required by the SAT in Mexico; however, the IETU form and fields are preserved for historical purposes.

This report lists the total income received by accounts receivable invoices and the total expenses paid on account payable invoices as deductions within a period. This information is used to calculate the flat tax amount.

Prerequisites:

  • Use the Vendors form to specify IETU information for each vendor.
  • Use the Voucher Adjustment Distribution form to add IETU information to voucher adjustment distributions.
  • Use the Mexican DIOT/IETU Voucher Distribution Adjustments form to add IETU information to transaction records.

To view or print IETU reports:

  1. Open the Mexican IETU Report form.
  2. Specify this information:
    Period
    Specify the fiscal period for which to display DIOT transactions.
    Year
    Specify the fiscal year for which to display DIOT transactions.
  3. To determine the level of detail to display, select Detail or Summarize.
  4. Select the types of transactions to include in the report:
    • Revenue
    • Credits
    • Not Deductible
    • Deductions
  5. Specify starting and ending vendors for the report. Information for both specified vendors and all vendors in between, alphanumerically, will be displayed.
  6. Specify starting and ending reconciliation dates for the report.
  7. Optionally, click Preview to view the report.
  8. Click Print to print the report.
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