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Jetgirly
Joined: 17 Jul 2004
Posts: 741
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 Posted: Tue Mar 11, 2008 12:38 am Post subject: My "employer" wants the receipts from my vacation? |
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| I got an email the other day from my "employer". It was addressed to me, the other Canadian teacher, and all of the foreign exchange students at the university. It basically said, "With the holidays coming up, we request that you assist us by saving any receipts from your travels around Mexico and submitting them to [address on the university campus with an "ISA #"- I don't know what that is]." I replied asking why they wanted the receipts, but didn't get a response. Any idea what the heck is going on? This sounds weird to me! |
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Phil_K
Joined: 25 Jan 2007
Posts: 2041
Location: A World of my Own
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| Posted: Tue Mar 11, 2008 1:44 am Post subject: |
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| I think the "ISA" is actually "IVA" - Mexican value added tax. The uni just wants any invoices it can get to offset against tax - the same that everybody does. There is nothing suspicious and you have no obligation to give them. They are just asking a favor. Besides, to be valid the invoices would need the uni's fiscal address and RFC number, which I assume they gave you in the email. |
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Jetgirly
Joined: 17 Jul 2004
Posts: 741
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| Posted: Tue Mar 11, 2008 1:52 am Post subject: |
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Yeah, they gave me some other info, though it definitely says ISA, not IVA. VERY strictly speaking, is what they are asking me to do / what they are doing legal? I get that lots of people might do it, but I want to know if ANY part of it is even SLIGHTLY illegal.  |
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Guy Courchesne
Joined: 10 Mar 2003
Posts: 9650
Location: Mexico City
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| Posted: Tue Mar 11, 2008 2:07 am Post subject: |
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There's a Canadian equivalent, if it helps. If you run your own business in Canada, you run all over the place looking for receipts that have GST on them, so you can claim it against what you owe the government. Same thing here. Very common both in Canada and Mexico, with IVA. ISA I've never heard of, but that might be a new thing as tax laws have recently changed here. It could be a replacement for ISR. |
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wildchild
Joined: 14 Nov 2005
Posts: 519
Location: Puebla 2009 - 2010
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| Posted: Tue Mar 11, 2008 4:04 am Post subject: |
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| don't hand them over. they are yours. submit them yourself, collect the tax refund. |
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Phil_K
Joined: 25 Jan 2007
Posts: 2041
Location: A World of my Own
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| Posted: Tue Mar 11, 2008 5:29 pm Post subject: |
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| wildchild wrote: |
| don't hand them over. they are yours. submit them yourself, collect the tax refund. |
You can't do that unless:
a) You are registered in Hacienda as a persona f�sica and have a c�dula.
b) Will earn more than (I think) $300,000 MX in a year, for which, even as an employee, you will need to do (a).
My wife is an employee and does (b). I'm self employed and do (a). |
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Samantha
Joined: 25 Oct 2003
Posts: 2038
Location: Mexican Riviera
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| Posted: Tue Mar 11, 2008 5:30 pm Post subject: |
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wildchild wrote:
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| don't hand them over. they are yours. submit them yourself, collect the tax refund. |
And just how will she do that, in her particular situation?
P.S. PhilK beat me to the draw. Thanks for expanding on that PhilK. |
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wildchild
Joined: 14 Nov 2005
Posts: 519
Location: Puebla 2009 - 2010
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| Posted: Tue Mar 11, 2008 7:19 pm Post subject: |
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so let's say she hands over the receipts to her employer, will they then process them and return the tax refund to her?
this might be the OP's question. |
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Samantha
Joined: 25 Oct 2003
Posts: 2038
Location: Mexican Riviera
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| Posted: Tue Mar 11, 2008 11:15 pm Post subject: |
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| The person asking has already told her they were asking a favour. She doesn't pay income taxes in Mexico so because of the arrangement she is in so she is not entitled to a tax refund. The receipts would likely otherwise go in the garbage. I would say, if you think of asking for the receipts then go ahead. If you forget, or it's not convenient, then, oh well. Like Phil K and Guy have mentioned, this is not a big deal here. I've been asked myself, by a fellow teacher, if I could give her my gas receipts. Those foreign teachers on the Independiente FM3's also save receipts to offset taxes they will have to pay. |
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MO39
Joined: 28 Jan 2004
Posts: 1970
Location: El ombligo de la Rep�blica Mexicana
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| Posted: Wed Mar 12, 2008 1:32 am Post subject: |
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| Samantha wrote: |
| Those foreign teachers on the Independiente FM3's also save receipts to offset taxes they will have to pay. |
I will be getting an FM3 Independiente in the near future, and Samantha's comments have made me realize that there will be a lot of new bureaucratic details (and pieces of paper) to attend to. What sort of receipts are we talking about here? |
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Guy Courchesne
Joined: 10 Mar 2003
Posts: 9650
Location: Mexico City
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| Posted: Wed Mar 12, 2008 1:53 am Post subject: |
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| Pretty much anything that provokes IVA. Medicines, fresh foods, and books don't, and hotel and restaurant bills have to be from outside DF in your case. Otherwise, save every receipt you get, including Telcel cards for pay-as-you-go phones. |
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Phil_K
Joined: 25 Jan 2007
Posts: 2041
Location: A World of my Own
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| Posted: Wed Mar 12, 2008 2:21 am Post subject: |
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| The best tip is: keep everything and ask for a an invoice for everything. (They will ask for your c�dula). Even restaurant bills inside the city. There are 2 taxes to be considered: IVA and ISR (Impuesto Sobre la Renta), which is income tax, and some things are deductable against this too. Any accountant, as mine did, will give the same advice - keep everything. It's better to have too many than not claim for something because you didn't know. |
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Guy Courchesne
Joined: 10 Mar 2003
Posts: 9650
Location: Mexico City
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| Posted: Wed Mar 12, 2008 2:56 am Post subject: |
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| Even restaurant bills inside the city. |
Have you been able to use restaurant bills from in the city? My accountant told me at the start of 2004 that they would no longer be accepted. |
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FreddyM
Joined: 05 Jan 2006
Posts: 180
Location: Mexico
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| Posted: Wed Mar 12, 2008 4:08 am Post subject: |
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| Phil_K wrote: |
| The best tip is: keep everything and ask for a an invoice for everything. (They will ask for your c�dula). Even restaurant bills inside the city. There are 2 taxes to be considered: IVA and ISR (Impuesto Sobre la Renta), which is income tax, and some things are deductable against this too. Any accountant, as mine did, will give the same advice - keep everything. It's better to have too many than not claim for something because you didn't know. |
If you want to reap the tax benefits, you have to ask for a factura, not just have a receipt. Most businesses will usually accomodate you if you have the proper c�dula.
Beyond that I've no idea how all this works. I had to get a factura using the school's c�dula to get reimbursed for an item I had purchased and then gave to the school cuz they needed it more than I did. |
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Phil_K
Joined: 25 Jan 2007
Posts: 2041
Location: A World of my Own
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| Posted: Wed Mar 12, 2008 5:24 pm Post subject: |
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That's why I said invoice. To clarify, the invoice, which has the issuers cedula printed on it, has to have:
1) Your name
2) Fiscal address (which in this case would be your home)
3) Your RFC no. (Registro Federal de Contribuyentes) which is the number every taxerpayer is given, self-employed or payrolled.
That why I don't understand how the OP's employee could use them. The only way would be to go back to the issuer with the receipts and ask for a fiscal invoice, but I don't think they would go to that trouble.
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Quote:
Even restaurant bills inside the city.
Have you been able to use restaurant bills from in the city? My accountant told me at the start of 2004 that they would no longer be accepted.
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I started after last April's cut off so I have only done the provisional returns. My accountant just said: "Get everything". Who am I to argue? |
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