Fiscal aggregation
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 or Colombia's DIAN) 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.
At the moment, the Invoices resource is available for:
- 🇨🇴 Colombia (DIAN)
- 🇲🇽 Mexico (SAT)
We offer the following methods when it comes to interacting with Invoices:
SAT invoice limits
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.
- For SAT (Mexico), this information is extracted from the Opinión de cumplimiento de Obligaciones Fiscales document.
At the moment, the Tax compliance status resource is available for:
- 🇲🇽 Mexico (SAT)
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 declarations
Our Tax declarations endpoint lets you retrieve the electronic representation of the tax declaration document sent by a person or a business to the tax authority in the country.
At the moment, the Tax Declaration resource is available for:
- 🇨🇴 Colombia (DIAN)
We offer the following methods when it comes to interacting with tax declarations :
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.
At the moment, the Tax returns resource is available for:
- 🇲🇽 Mexico (SAT)
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:
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.
At the moment, the Invoices resource is available for:
- 🇲🇽 Mexico (SAT)
We offer the following methods when it comes to interacting with Tax retentions:
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.
- For SAT (Mexico), this information is extracted from the Constancia de situación fiscal document.
- For DIAN (Colombia), this information is extracted from the Registro Único Tributario document
At the moment, the Invoices resource is available for:
- 🇨🇴 Colombia (DIAN)
- 🇲🇽 Mexico (SAT)
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:
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",
}
'
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.
DIAN link creation
Whether it is a business or an individual, to create a link with DIAN you need to provide:
username(NIT)username2(Cedula de ciudania)password
Updated about 1 month ago