SAT makes taxpayers who try to file their annual return tremble

The Tax Administration Service (SAT) heart a tremble to more than half of the professionals y taxpayers who try to present their Annual statement of taxesrevealed the global human capital firm OCC.

Through its recent survey, it reported that 39 out of every 100 people (39%) indicated that the greatest “challenge” or main problem was understanding the correct use of the SAT platform.

OCC indicated that, despite recognizing the evolution of the portal and the procedures online, the majority of taxpayers showed that they still face difficulties to navigate and understand the indications that the system provides.

Also, he noted, people “mentioned that there is a need to implement improvements and resources on site to avoid failuresexcessive loading times and periods in which it is not available, as they cause frustration And they had a negative impact in the user experience.”

Deductions and fear of errors

The human capital firm highlighted 27 out of every 100 taxpayers (27%) reported “complications to identify all possible tax deductions”, which serve to reduce the payment of taxes and, if possible, receive some refund of money.

He pointed out that the most common complaint, on this last point, was ignorance of the requirements to validate the deductions personal before the SAT and the documentation necessary to deduce them.

Along the same lines, OCC reported that 23 out of every 100 employees (23%) warned that their challenge or worry The most important thing is to “remain careful to avoid mistakes” during the annual return process.

“Such a situation can generate anxiety y strain; which could be attributed to the lack of experience in the presentation of the Annual statementwhich makes this experience stressful.”

On the other hand, 11% of taxpayers mentioned that their Achilles heel is the difficulty of finding the time necessary and prepare the documentation required, to comply in a timely manner with your declaration of taxes.

What motivates you to submit the annual return?

OCC noted that 68% of people revealed that their main motivation for complying with the annual declaration is the possibility of obtaining the return of a portion of your taxes paid to SATDuring the past year.

He reported that 25% said that avoiding fines o sanctions legal and economic is the most important reason to comply with tax regulations, with an emphasis on keeping your finance.

The firm highlighted that another 4% of professionals and taxpayers responded that their objective – when submitting their annual return – is “to comply with the tax laws that is in Mexico and contribute to the development economic of the country.”

While the remaining 3% said that they make their declaration with the purpose of better understanding the fate of their taxes and comply with their tax obligations, “thus seeking greater transparency and responsibility.”

Three questions to

Angel Mendez Mercadoteacher at the Banking and Commercial School (EBC), public accountant and specialist in finance:

1. Why does the public not understand and feel frustration when using the SAT application for the annual declaration?

–– Frustration occurs because the system uses technicalities very particular, that the vast majority does not understand. Although a very important effort was made in recent decades, so that the declaration be simpler through digital applicationsthe truth is that we continue using concepts that are not understandable and, this generates uncertainty about whether we are really doing things right. The digitization It has been a very interesting step, however there is much fear.

2. What are the main mistakes made by submitting the annual return?

–– Derived from the abundant technicalities, taxpayers can to confuse the basics of the declaration, commit mistakes in it calculation of the tax, pay of more or less on the SAT and making a mistake when requesting your return of taxes.

3. What is needed for taxpayers to approach and use the SAT tax platforms?

–– It is necessary to settle those fiscal terms that are complicated –deductioncumulative income, I SAY, key account–, design and publish step-by-step guides to submit the declaration through digital platformsthat are more understandable and a greater simplification on the platforms of SAT.