Digital platform reporting for Mexico

Expose the operations carried out through a digital platform to the SAT via a hosted, access-controlled portal.

Digital platform reporting is in active development. The action names and the portal layout may change. If you operate a platform in Mexico, talk to us before enabling it in production.

Operators of digital platforms (“plataformas digitales tecnológicas”) that facilitate sales or services for third parties must keep, and make available to the SAT, the information of every operation carried out through them. This is a separate obligation from CFDI issuance — the platform itself reports the operations, regardless of who issued the underlying invoice.

This feature lets you register a party as a platform reporter, record each operation with the legally required fields, and hand the SAT a private URL where it can browse, filter, and export those operations on demand.

For the regulatory background — Article 30-B of the CFF (2026 RMF) and the operation-information requirements of rule 2.9.21 — see the Mexico compliance page.

How it works

There are three provider actions, in the platforms namespace, plus a SAT-facing portal:

Step	Action	What it does
Register	sat-mx.platforms.register	Enrolls a party for platform reporting and produces the portal URL + access credentials.
Record	sat-mx.platforms.record	Files a single operation (invoice / CFDI) with the required fields, ready for inspection.
Unregister	sat-mx.platforms.unregister	Stops accepting new operations while keeping the portal and its history available.

The typical lifecycle is: register the party once → record every operation as it happens → share the portal URL with the SAT. The SAT logs in whenever it needs to inspect the operations. If the party stops reporting, you unregister it; the historical data stays accessible.

Recorded fields

Each recorded operation captures the fields required by rule 2.9.21, section I, extracted automatically from the GOBL document:

#	Field	Source	Required
a	Tipo de servicio (service type)	Distinct line-item descriptions (capped at the first three, with “+N más”)	Yes
b	RFC del comprador (buyer tax ID)	Customer tax_id.code, when present	When known
c	Monto sin IVA (amount before VAT)	Invoice totals	Yes
d	IVA (VAT)	Invoice totals	Yes
e	Monto con IVA (amount incl. VAT)	Invoice totals	Yes
f	Folio fiscal (CFDI UUID)	The SAT stamp (sat-uuid); falls back to the invoice number when there is no CFDI	When available
g	Forma de pago (payment method)	The Mexican FormaPago (mx-cfdi-payment-means) when present, otherwise the GOBL payment instruction key	Yes

Fields b and f are conditional in the rule itself — a sale to público en general has no buyer RFC, and a non-CFDI operation has no folio fiscal. The recording action only rejects an operation when one of the always-required totals (c, d, e), the service type, or the payment method is missing.

The feature does not restrict by country or tax regime: a foreign operator (for example, a German company operating in Mexico) can be registered and reported on just the same.

Registering a platform

Run sat-mx.platforms.register against the operator’s party. It enrolls the party, generates an HMAC-signed portal URL, and writes the link and credentials to the party’s metadata so you can retrieve and re-share them at any time.

The action returns, and stores on the party:

• URL — the signed portal address to give to the SAT.
• Usuario — the operator’s RFC.
• Secreto — the access secret (shown so you can share it; re-running register keeps the same secret).

How it works

1. Set state → processing

   Marks the silo entry as “Processing”.

2. Sign envelope

   Closes (signs) the party envelope so it can be processed.

3. Register party for platform reporting

   Enrolls the party, signs the portal URL, and stores the link + credentials on the party metadata.

4. Set state → registered

   Marks the silo entry as “Registered”.

Template

SAT register platform workflow

Enrolls a party for digital platform reporting and generates the SAT portal URL and credentials.

Add to my workspace

Code

Copy and paste into a new Empty Party workflow code view.

Recording operations

Wire sat-mx.platforms.record as the workflow for the bill/invoice documents that flow through the platform. The action resolves the supplier from the invoice, extracts the required fields, and files the operation against that platform’s portal.

Recording is idempotent on the invoice: re-running the workflow for the same document updates the existing row instead of creating a duplicate. If the platform has been unregistered, new operations are rejected.

How it works

1. Set state → processing

   Marks the silo entry as “Processing”.

2. Sign envelope

   Closes (signs) the invoice envelope so it can be processed.

3. Record operation for reporting

   Extracts the rule 2.9.21 fields and files the operation; errors if a required field is missing.

4. Set state → sent

   Marks the silo entry as “Sent”.

Template

SAT record operation workflow

Files a single sale through the digital platform portal, ready for SAT inspection.

Add to my workspace

Code

Copy and paste into a new Empty Invoice workflow code view.

An operation can only be recorded against a party that has been registered first. The record action resolves the platform from the invoice’s supplier — register the supplier’s party before sending it any operations.

The SAT portal

The portal is the SAT-facing side of the feature. It needs no Invopop account: the SAT opens the signed URL from the register step and authenticates with the Usuario (RFC) and Secreto.

Once logged in, the SAT sees a paginated table of every recorded operation for that platform, with the fields above, and can:

• Filter by buyer RFC and by a date range. Filtering and pagination run server-side, so the table stays fast over very large histories.
• Export to CSV — the full, filtered result set streams as a download, with no row-count ceiling.

GET /<owner>/<entry>?sig=<signature> — the signed portal entry point (login).
GET /<owner>/<entry>/sales — the filterable, paginated operations table.
GET /<owner>/<entry>/sales.csv — a streaming CSV export of the current filter.

The session is a short-lived signed cookie; logging out (or letting it expire) returns the SAT to the login screen for the same signed link.

Unregistering

When a party should no longer accept new operations, run sat-mx.platforms.unregister. New record calls are rejected from that point on, but the portal URL and secret keep working so the SAT can still inspect everything filed up to then.

How it works

1. Set state → processing

   Marks the silo entry as “Processing”.

2. Unregister party from platform reporting

   Stops accepting new operations; preserves portal access and history.

3. Set state → void

   Marks the silo entry as “Void”.

Template

SAT unregister platform workflow

Stops accepting new operations for a platform while preserving portal access and history.

Add to my workspace

Code

Copy and paste into a new Empty Party workflow code view.

To resume reporting for the party, register it again — the existing portal URL and secret are reused.