In order for bFiskur® to download information from the SAT for your company, it is necessary to register it. The registration is a very simple process that takes a few minutes, this document guides you step by step in the process of adding a company.
Prerequisites
Before you start registering your company, make sure you have the following items on hand:
- Valid electronic signature and password.
- Email of the person who will receive notifications from bFiskur®
Process video
Below, you will find a video that will guide you through the process.
Registration and Configuration of New Company in bFiskur UX
Step-by-step instructions to add a company
To add a company, use the following steps.
- Step 1: Log in to bFiskur Pro®
- Step 2: Click on the New company button
- Step 3: Give your company a short name and enter the recipient email.
- Step 4: Add the FIEL of the company
- Step 5: Configure your company's download parameters
- Step 6: Save and activate the company
- Step 7: Verify that the download of historical information has finished.
At the end of these 7 steps, your company should be activated.
Keep in mind that the historical download will be completed within 48 to 72 hours, you can check the status in the Download Log in the Services Menu.
Step 1: Log in to bFiskur®︎
To access, you need your username and password, which you should have received when you contracted bFiskur iX®︎, to enter the platform.
| Go to the following link: https://bitam.com/login.php and click on the top right, then enter your username and password and click on "Log in" |  |
Step 2: Click on New Company
| On the main screen, click the New Company |  |
Step 3: Add the company's FIEL
Business Group: It is your registered client name in bFiskur. Short Name: This name should help you easily identify it within bFiskur as it is used for reports, it must be unique and not contain special characters. Recipient: It is the email address of the recipient for sending notifications from bFiskur®︎. Enter the FIEL of your company. (You should not use the Digital Seals but the FIEL). |
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Step 4: Configure your company's download parameters
You will need to configure the following basic parameters to set up your company, which are explained below. |
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Download History From:
Specify here from when you want to download history. Keep in mind this parameter, it must be according to your contracted plan to avoid exceeding limits that may generate extra charges on your bill.
This parameter can be modified later. https://ayudabfiskur.bitam.com/support/solutions/articles/69000842756-descargando-los-xmls-a-mi-computadora |
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Loading range for history: Monthly = bFiskur®︎ will read from the SAT one month of history at a time Weekly = bFiskur®︎ will read from the SAT one week of history at a time The suggested optimal value is Monthly. Note: the value depends on the volume that your company handles. Use monthly if the total sum of the number of issued + received CFDIs + payment complements + payroll receipts + waybills does not exceed 200,000 CFDIs. If your company exceeds 200,000 total CFDIs per month then use weekly. |
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CFDI Withholding Downloads: Use "Yes" in this option if you want to start filling in the vaults of issued CFDI withholdings and received CFDI withholdings. Use "No" if you do not have this type of CFDI. |
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Frequency of obligations: It indicates whether the platform should calculate a monthly Obligations Scorecard for the company you are registering. |  |
The basic parameters are shown here. There are more parameters that can be configured at any other time, to add and activate a company it is enough to fill in the fields listed here.
Step 5: Record and activate the company
Once you have filled in all the parameters from the previous steps, save. This will activate the company. At the time of saving, bFiskur®︎ will validate that all the data is correct and will activate the company immediately. If an error occurs at the time of saving, make sure not to use the digital seals instead of the FIEL. Also verify that the short name of the company you are using is not already registered in bFiskur®︎. |
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Step 6: Verify that the download of historical information has finished
Once you have completed the initial setup of the company, you will see the company card. Access the Dashboard by clicking on the card. |
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Load Log Once we finish the setup, we can monitor our initial downloads in the Services Menu. Then, in the "Logs" section, we select "Load Log", where we can view the automatic downloads performed by the system.
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You will find a table with the list of all downloads for the company you just registered. If the column status is completed then the platform has been able to download the information and you can now consult your data in the vaults and make additional configurations. NOTE: Downloads have a time range of between 48 and 72 hours to complete. |
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Set up credentials, modules, and additional services
General Data
We are heading to Services Menu and then to the section of Edit Company where you can add the necessary information and credentials for downloading from the Tax Mailbox, IMSS, INFONAVIT, State Taxes, as well as the configuration of Additional Modules and other connections. |
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Select your Sector and Subsector to determine the Effective ISR Rate. This information allows for comparing compliance against companies with the same economic activity, identifying possible areas of attention, and taking preventive measures that contribute to better compliance with tax obligations. |
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Select from which SAT portal, bFiskur®︎ will download the declarations for this company. There are 2, the old and the new, the default is for the platform to download the declarations from the new one. The latter is the default value shown in the image |
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Enter your password for the SAT Tax Mailbox. It is used to download the DIOT and to verify this compliance in the Obligations Scorecard. |
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Suggested optimal value: Only headers Select the option that benefits you the most. Consider that, when selecting Only Notifications, Only Communications or Yes, bFiskur®︎ will open the messages and therefore will be considered read by the SAT and will start counting the legal deadline to respond to the request. For Notifications, we suggest using the option Only Headers this way you will receive email alerts for new content in your tax mailbox without it implying that the SAT considers them read. Only Communications: General messages sent by the SAT to taxpayers will be opened in the Tax Mailbox. Only Notifications: Administrative resolutions that require an action to be completed within a certain timeframe will be opened in the Tax Mailbox. If you want bFiskur®︎ to download and open all notifications and communications use Yes. If you do not want bFiskur®︎ to download notifications and Communications use No. |
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General Notifications bFiskur
Emails for Notifications In case you need additional emails to those configured in the Monthly Report Sending section, they can be added in this section. Click on Add.
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Add Email for Notifications Configure the email address, the name of the recipient and the department. Then, use the switches to select the process notifications you want to receive. Finally, click on Save. |
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Set Notifications In this section, you can configure one of the recipients to stop receiving emails or specific notifications that are not relevant to their operation. Click on Add. |
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Deactivate Notifications These switches control the blocking of alerts for all emails configured in the company. Switch activated: The notifications of that type are silenced and you will not receive alerts. Switch deactivated: The notifications remain enabled and the system will continue sending alerts. |
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State Taxes
In the State Taxes section, you can change the setting to "Yes" if the company you are registering is located in one of the states currently supported by bFiskur ®︎. By activating this option, you will need to enter the required information to complete the corresponding configuration. Note: The downloads of state tax information are currently manual. |
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IMSS Connection
Once you are on the IMSS Connection tab, we will proceed to enter the corresponding credentials. These can be those of the legal representative or, if applicable, those of the IDSE user. NOTE If you log in with the legal representative's data, select the option "IMSS" in the "IDSE Login" section. If you are using the credentials of an IDSE user, select the option "PFX". |
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INFONAVIT Connection
For the INFONAVIT Connection Data section, the Employer Registration Number, as well as the email address and password, must be entered. This information must correspond to the credentials used to access the Infonavit portal. NOTE The first Employer Registration is recorded in the main field. If there are additional registrations, please enter them starting from the second in the INFOANVIT Employer Registrations table. |
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