Fiscal

Use our Fiscal product to access invoices, tax compliance statuses, tax returns, tax retentions, and tax statuses from the fiscal authority in a given country.

We refer to links created with a fiscal institution (such as Mexico's SAT) as fiscal links.

Invoices

Our Invoices endpoint lets you retrieve the electronic representation of an invoice, uploaded to the fiscal institution's website, that a business or individual has received or sent. You can retrieve multiple INFLOW (received) and OUTFLOW (sent) invoices for each fiscal institution link.

We offer the following methods when it comes to interacting with Invoices:

Endpoints

Method

Description

Retrieve

POST

Retrieve invoices information from a specific fiscal link.

List

GET

List all existing invoices in your Belvo account.

Detail

GET

Get the details of a specific invoice.

Destroy

DELETE

Delete a specific invoice from your Belvo account.

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SAT imposes limits on the number of invoices you can download per day. For more information, as well as potential workarounds, see our help center article.

Tax compliance status

Our Tax compliance status endpoint lets you retrieve information about whether a person or business is complying with their tax obligations at the moment of your request. The information is extracted from SAT's Opinión de cumplimiento de Obligaciones Fiscales document.

We offer the following methods when it comes to interacting with Tax compliance statuses:

Endpoints

Method

Description

Retrieve

POST

Retrieve the Tax compliance status information from a specific fiscal link.

List

GET

List all existing Tax compliance statuses in your Belvo account.

Detail

GET

Get the details of a specific Tax compliance status.

Destroy

DELETE

Delete a specific Tax compliance status from your Belvo account.

Tax returns

Our Tax returns endpoint lets you retrieve the electronic representation of the tax return document (both yearly and monthly) sent by a person or a business to the tax authority in the country.

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The data structure will be different depending on if it is a monthly or yearly tax return as well as if it is related to a person or a business (you will find examples for both in the API reference).

We offer the following methods when it comes to interacting with Tax returns:

Endpoints

Method

Description

Retrieve

POST

Retrieve tax return information from a specific fiscal link.

List

GET

List all existing tax returns in your Belvo account.

Detail

GET

Get the details of a specific tax return.

Destroy

DELETE

Delete a specific tax return from your Belvo account.

Tax retentions

Our Tax retentions endpoint lets you retrieve the electronic representation of a tax retention document, uploaded to the fiscal institution's website, that a business or individual has received or sent. You can retrieve multiple INFLOW (received) and OUTFLOW (sent) invoices for each fiscal institution link.

We offer the following methods when it comes to interacting with Tax retentions:

Endpoints

Method

Description

Retrieve

POST

Retrieve tax retention information from a specific link.

Tax status

Our Tax status endpoint lets you retrieve information about a person's or business's tax situation, according to the country's tax authority. The information is extracted from SAT's Constancia de situación fiscal document.

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The tax status data structure will be different depending on if it is related to a person or a business.

We offer the following methods when it comes to interacting with Tax statuses:

Endpoints

Method

Description

Retrieve

POST

Retrieve tax status information from a specific fiscal link.

List

GET

List all existing tax status in your Belvo account.

Detail

GET

Get the details of a specific tax status.

Destroy

DELETE

Delete a specific tax status from your Belvo account.

SAT link creation with e.firma

When registering a SAT link, you can choose to use credentials (RFC and password) or e.firma (certificate, private key, and password).

If you choose to use e.firma, Belvo can surpass the limits set by SAT (around 2000 invoices that include the invoice_details) and download up to 200 000 invoices per day.

To create a link using e.firma you will need to provide the:

  • RFC of the user
  • e.firma certificate (as a base64-encoded string)
  • e.firma private key (as a base64-encoded string)
  • password associated with the private key (Note: this is usually different from the usual password used to log in using credentials).
curl --request POST \
     --url https://sandbox.belvo.com/api/links/ \
     --header 'Accept: application/json' \
     --header 'Content-Type: application/json' \
     --data '
{
     "access_mode": "recurrent",
     "institution": "sat_mx_fiscal",
     "username": "RFC_of_user",
     "certificate": "base64-encoded_certificate",
     "private_key": "base64-encoded_private_key",
     "password": "password_asscociated_wtih_the_private_key",
}
'

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Save yourself some headaches and use the widget

Belvo's Connect Widget automatically guides the user through creating a link with e.firma, including mechanisms to upload the e.firma certificate and private key, automatically retrieving the username (RFC) from the certificate, and clearly indicating to the user that the password that they need to provide is the one associated with their private key.


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