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Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento)

Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento)

DECLARACIÓN DE INGRESOS POR ARRENDAMIENTO

Conforme a la Ley del Impuesto sobre la Renta, Artículos 114 a 118 (Capítulo III, Título IV)

I. DATOS DEL CONTRIBUYENTE

Nombre del Arrendador: [Taxpayer Name]

RFC (con homoclave): [Taxpayer RFC]

CURP: [Taxpayer CURP]

Domicilio Fiscal: [Fiscal Domicile]

Régimen Fiscal: [Tax Regime]

II. DATOS DEL INMUEBLE ARRENDADO

Domicilio del Inmueble: [Property Address]

Clave Catastral / Cuenta Predial: [Clave Catastral]

Tipo de Inmueble y Régimen IVA: [Property Type]

Arrendatario: [Tenant Name]

RFC del Arrendatario: [Tenant RFC]

El arrendador declara haber emitido CFDI de arrendamiento (versión 4.0) por cada pago de renta recibido durante el período, conforme a los Artículos 29 y 29-A del Código Fiscal de la Federación. Los CFDIs emitidos constituyen el soporte documental de los ingresos aquí declarados.

III. INGRESOS Y PERÍODO DE LA DECLARACIÓN

Período de Declaración: [Declaration Period]

Mes / Ejercicio Fiscal: [Declaration Month]

Ingresos Brutos por Arrendamiento del Período: [Gross Rental Income]

IVA Cobrado al Arrendatario (inmuebles comerciales — Art. 19 LIVA): [IVA Collected]

IV. DEDUCCIONES AUTORIZADAS (ART. 115 LISR)

Método de Deducción Elegido: [Deduction Method]

Total de Deducciones del Período: [Deduction Amount]

Detalle de Gastos Reales (si aplica): [Real Expenses Detail]

Las deducciones por gastos reales están soportadas por CFDIs de los proveedores correspondientes y los pagos superiores a $2,000.00 MXN fueron realizados mediante transferencia bancaria conforme al Artículo 147 LISR. El método de deducción elegido se aplicará consistentemente durante todo el ejercicio fiscal [Declaration Month] para el inmueble declarado.

V. CÁLCULO DEL IMPUESTO Y PAGO PROVISIONAL

Ingreso Neto Gravable (Ingresos Brutos - Deducciones): [Net Taxable Income]

ISR Provisional Calculado (Tarifa Art. 152 LISR): [ISR Provisional]

Línea de Captura SAT: [Línea de Captura]

Fecha de Pago al SAT: [Payment Date]

El pago provisional se realizó conforme al Artículo 116 LISR, que establece que los arrendadores personas físicas deben efectuar pagos provisionales mensuales a más tardar el día 17 del mes inmediato posterior al período declarado. Los pagos provisionales efectuados durante el ejercicio se acreditarán contra el ISR del ejercicio en la Declaración Anual de Personas Físicas presentada entre el 1 y el 30 de abril del año siguiente.

VI. DECLARACIÓN DEL CONTRIBUYENTE

En [Declaration City], a [Declaration Date].

Bajo protesta de decir verdad, declaro que los datos asentados en la presente Declaración de Ingresos por Arrendamiento son verídicos y están soportados por los comprobantes fiscales digitales (CFDI) correspondientes, conforme a los Artículos 114 a 118 de la Ley del Impuesto sobre la Renta y los Artículos 29 y 29-A del Código Fiscal de la Federación.

Nombre del Contribuyente: [Taxpayer Name]

RFC: [Taxpayer RFC]

Firma: _________________________

Landlord / Taxpayer (Arrendador / Contribuyente)

________________

Signature

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What Is a Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento)?

A Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento) is a tax filing document used by individual property owners (personas físicas arrendadoras) to report to the Servicio de Administración Tributaria (SAT) the rental income (ingresos por arrendamiento) received from leasing real property located in Mexico and to calculate the corresponding Impuesto sobre la Renta (ISR) obligations. The document is governed by Chapter III of Title IV of the Ley del Impuesto sobre la Renta (LISR) published in the Diario Oficial de la Federación on 11 December 2013 — specifically Articles 114 through 118 — which establish the tax regime for income from the granting of the use or enjoyment of real property (ingresos por otorgar el uso o goce temporal de bienes inmuebles).

Under Article 114 LISR, individuals who receive rental income from real property located in Mexico are subject to ISR on those earnings, whether the tenant is a Mexican or foreign entity, whether payment is made in cash or in-kind, and regardless of whether a formal rental contract (contrato de arrendamiento) has been signed. This broad definition captures all forms of property leasing — residential rental (arrendamiento habitacional), commercial lease (arrendamiento de local comercial), industrial lease (arrendamiento de nave industrial), short-term vacation rental (arrendamiento vacacional), and professional office rental (arrendamiento de oficinas) — creating a comprehensive rental income tax base.

The ISR rate applicable to rental income for individuals is the progressive rate table (tarifa del artículo 152 LISR), ranging from 1.92% on income up to $8,952.49 MXN per year to 35% on income above $3,498,600.01 MXN annually. ISR is calculated on the net rental income (ingreso neto) — the gross rental income minus allowable deductions — and must be paid through monthly provisional payments (pagos provisionales) under Article 116 LISR and reconciled in the annual ISR declaration (declaración anual de personas físicas) filed between 1 and 30 April of the following year.

Property owners registered in the Régimen de Arrendamiento with the SAT must issue CFDI de arrendamiento (rental CFDI) for each rent payment received, under Articles 29 and 29-A of the Código Fiscal de la Federación. The CFDI serves simultaneously as the official receipt for the tenant (who may need it for expense deductibility or IVA crediting) and as the documentary record supporting the landlord's ISR provisional payment calculation. Since January 2022, CFDI 4.0 is mandatory for rental receipts, requiring the tenant's RFC and fiscal address.

The rental income tax framework in Mexico also intersects with the IVA system: commercial lease income (arrendamiento de locales comerciales, naves industriales, oficinas) is subject to IVA at 16% under Article 19 of the Ley del Impuesto al Valor Agregado (LIVA), making landlords of commercial property IVA taxpayers in addition to ISR taxpayers. Residential rental income (casa habitación) is exempt from IVA under Article 20 fraction II LIVA. This distinction creates different administrative obligations for residential versus commercial landlords in Mexico.

The Resolución Miscelánea Fiscal (RMF), published annually in the DOF by the SAT, contains specific rules governing the Régimen de Arrendamiento in each fiscal year — including simplified declaration procedures for landlords with annual rental income below the threshold established in the applicable Regla Miscelánea, special rules for landlords co-owning rental properties in copropiedad under Article 118 LISR, and electronic payment procedures through the SAT's Declaraciones y Pagos (DyP) portal. Landlords who also carry out professional services (actividades profesionales) or business activities simultaneously must separate each income stream under the applicable LISR chapter for correct ISR and IVA treatment.

When Do You Need a Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento)?

A Rental Income Declaration Mexico is required by any individual (persona física) who receives income from leasing real property in Mexico, whether residential, commercial, industrial, or vacation rental. The declaration is needed in the following specific circumstances.

Monthly Provisional ISR Payments: Under Article 116 LISR, property owners receiving rental income must make monthly provisional ISR payments (pagos provisionales de ISR) to the SAT by the 17th of the month following each rent collection. The provisional payment is calculated on the net rental income for the month (gross rent minus authorised deductions) multiplied by the applicable tarifa del artículo 152 LISR. Landlords who opt for the simplified 35% deduction (deducción opcional del 35%) instead of actual expenses may use this expedited calculation. The Rental Income Declaration Mexico organises the monthly calculation and supports the payment record.

Annual ISR Declaration — Declaración Anual: All individual property owners registered in the Régimen de Arrendamiento must file an annual ISR declaration between 1 and 30 April of the year following the fiscal year, reconciling total annual rental income against total deductions and provisional payments made during the year. If total provisional payments exceed the annual ISR liability, the excess generates a saldo a favor (tax refund) that can be requested from the SAT through the buzón tributario. If the annual ISR exceeds total provisionals paid, the remaining balance is due upon filing.

Multiple Properties — Consolidated Declaration: When an individual owns multiple rental properties — for example, ten residential apartments and two commercial offices — all rental income from all properties must be consolidated in a single Rental Income Declaration and single annual ISR return. Each property's income and deductions are calculated separately and then aggregated into the total taxable base. The SAT's pre-populated annual declaration (Declaración Anual Pre-llenada) already includes rental income data from CFDI de arrendamiento issued by the taxpayer, facilitating multi-property reconciliation.

First-Time Rental — SAT Registration: When an individual begins renting property for the first time and was not previously registered as a rental income taxpayer with the SAT, the property owner must register (inscribirse) in the Régimen de Arrendamiento through the SAT portal before issuing the first rental CFDI and making the first provisional ISR payment. Registration requires the property owner's RFC, e.firma, and a declaration of the type of property being rented (residential or commercial) to determine IVA obligations.

Short-Term Vacation Rentals — Plataformas Tecnológicas: Property owners who rent through digital platforms (Airbnb, Vrbo, Booking.com, and similar) must either file under the Régimen de Plataformas Tecnológicas (Article 113-A through 113-C LISR, added by the 2020 digital economy reform) — where the platform withholds ISR at 10% and IVA and remits on behalf of the landlord — or opt out and self-file under the traditional Régimen de Arrendamiento. The choice of regime determines provisional payment obligations, deduction options, and annual declaration requirements. Property owners with annual platform rental income above $300,000 MXN must file under the traditional régimen regardless of platform withholding.

What to Include in Your Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento)

A complete Rental Income Declaration Mexico under LISR Articles 114 through 118 must contain the following essential elements to support accurate ISR provisional payment calculation and annual declaration filing.

Taxpayer Identification: RFC (Registro Federal de Contribuyentes) with homoclave, full legal name (nombre completo as registered with the SAT), CURP, fiscal domicile, and tax regime (Régimen de Arrendamiento — Capítulo III Título IV LISR). The taxpayer must confirm their registro in the SAT's Padrón de Contribuyentes under this regime before filing any rental income declaration.

Property Description and Catastral Data: Address (calle, número, colonia, municipio, estado, C.P.) of each rented property, clave catastral (property tax account number assigned by the municipal Catastro), surface area (metros cuadrados de terreno y construcción), property type (casa habitación, departamento, local comercial, bodega, oficina, nave industrial, terreno), and the RFC of the tenant (arrendatario) for IVA purposes if the property is a commercial lease. For each property, whether it qualifies as casa habitación (IVA exempt under LIVA Article 20) or commercial property (IVA at 16% under LIVA Article 19) must be indicated.

Gross Rental Income (Ingresos Brutos por Arrendamiento): Total rent received during the period (mes or year) from each property — including base rent, additional charges incorporated into the rent (gastos de mantenimiento, predial, or other pass-throughs paid by tenant to landlord), and the value of any in-kind benefits received under Article 114 LISR. All amounts must be documented by the corresponding CFDI de arrendamiento issued to the tenant for each payment.

Authorised Deductions — Gastos Reales or Deducción Opcional: Landlords may deduct either (a) gastos reales (actual expenses): real property tax (predial) paid, maintenance and repair expenses (reparaciones y mantenimiento), mortgage interest (intereses hipotecarios), property insurance premiums (seguros del inmueble), real estate agent commissions (comisiones de agente inmobiliario), and depreciation of improvements (inversiones en mejoras) at 5% annually under Article 115 LISR — all supported by valid CFDIs; or (b) deducción opcional del 35%: a standard deduction of 35% of gross rental income without individual expense documentation, which simplifies compliance for small landlords. The chosen deduction method must be applied consistently throughout the fiscal year for each property.

ISR Provisional Payment Calculation: The monthly taxable base (base gravable) = gross rental income minus selected deductions; the corresponding ISR from the tarifa del artículo 152 LISR applied to the monthly taxable base; the subsidy for employment (subsidio para el empleo, not applicable to rental income); and the resulting monthly provisional ISR payment. The payment reference number (línea de captura) generated by the SAT's sistema de pagos, the payment date, and the bank confirmation number must be recorded.

IVA Obligations for Commercial Properties: For commercial, industrial, and office properties, the gross rent is subject to IVA at 16% under LIVA Article 19. The landlord must include IVA in the CFDI de arrendamiento, collect it from the tenant, and report and remit it in the monthly IVA return (Forma 32D). Commercial property landlords are also subject to IVA retention by corporate tenants under LIVA Article 1-A fraction I — if the tenant is a legal entity (persona moral), they retain 10% of the gross rent as IVA and remit it directly to the SAT. This retention must be reflected in the Rental Income Declaration to avoid double-counting IVA collected.

Forms-legal.com provides this Rental Income Declaration Mexico template to help individual property owners organise their rental income, deductions, and tax payment records for SAT compliance. Individual landlords with multiple properties, commercial leases, or vacation rental income through digital platforms should consult a Contador Público Autorizado (CPA) to determine the optimal deduction method, IVA treatment, and provisional payment strategy under LISR Articles 114 through 118. The SAT's Régimen de Arrendamiento module on portal.sat.gob.mx provides free tools for generating provisional payment líneas de captura and pre-populated annual declarations using CFDI data.

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@misc{formslegal-rental-income-declaration-mexico,
  author       = {{Forms Legal}},
  title        = {Rental Income Declaration Mexico (Declaración de Ingresos por Arrendamiento) (Mexico)},
  year         = {2026},
  howpublished = {\url{https://forms-legal.com/mexico/financial/forms/rental-income-declaration-mexico}},
  note         = {Free legal document template}
}

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