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DIOT Third-Party Operations Declaration Mexico (Declaración DIOT)

DIOT Third-Party Operations Declaration Mexico (Declaración DIOT)

Declaración Informativa de Operaciones con Terceros — Ley del IVA Art. 32 Frac. VIII

DECLARACIÓN INFORMATIVA DE OPERACIONES CON TERCEROS (DIOT)

Ley del Impuesto al Valor Agregado — Artículo 32 Fracción VIII

I. DATOS DEL CONTRIBUYENTE

Nombre o razón social: [Taxpayer Name]

RFC: [Taxpayer RFC] | Régimen fiscal: [Tax Regime]

Período reportado: [Declaration Month]

Fecha límite de presentación: [Filing Deadline]

II. OPERACIONES CON PROVEEDORES NACIONALES

Número de proveedores nacionales reportados: [National Suppliers Count]

Valor de actos gravados a tasa 16%: [IVA 16% Total] | IVA pagado al 16%: [IVA 16% Amount]

Valor de actos gravados a tasa 8% (ZLFN): [IVA 8% Total]

Valor de actos gravados a tasa 0%: [IVA 0% Total]

Valor de actos exentos de IVA: [IVA Exempt Total]

V. FUNDAMENTO LEGAL

1

La DIOT se presenta mensualmente conforme al Artículo 32 fracción VIII de la Ley del Impuesto al Valor Agregado (LIVA), publicada en el DOF el 29 de diciembre de 1978, que obliga a los contribuyentes del IVA a informar mensualmente las operaciones con terceros a más tardar el día 17 del mes siguiente al período reportado.

2

Las retenciones de IVA se realizan conforme al Artículo 1-A LIVA: la fracción II establece retención de 2/3 del IVA por personas morales que reciben servicios profesionales de personas físicas, y retención del 10% sobre la contraprestación de arrendamiento de bienes inmuebles pagado a personas físicas.

3

El IVA acreditable reportado en la DIOT debe ser consistente con el IVA acreditable declarado en la Declaración Mensual de IVA (Forma 32D) del mismo período. Las discrepancias son verificadas automáticamente por el SAT mediante el Programa de Vigilancia Profunda.

VI. DECLARACIÓN Y FIRMA

El suscrito declara, bajo protesta de decir verdad, que los datos consignados en la presente Declaración Informativa de Operaciones con Terceros (DIOT) son verídicos y corresponden fielmente a las operaciones registradas en la contabilidad electrónica de [Taxpayer Name] para el período [Declaration Month], y que son consistentes con la Declaración Mensual de IVA presentada para el mismo período.

Lugar y fecha: [Declaration City], a [Declaration Date].

Contribuyente o Representante Legal

________________

Signature

Date: ________________

Contador Público Autorizado

________________

Signature

Date: ________________

Maintained by Vladislav Sergienko, Founder·Template last modified: ·Report an error

What Is a DIOT Third-Party Operations Declaration Mexico (Declaración DIOT)?

The DIOT Third-Party Operations Declaration Mexico (Declaración Informativa de Operaciones con Terceros) is a monthly informative tax return filed by taxpayers to report to the Servicio de Administración Tributaria (SAT) in Mexico all transactions with third-party suppliers and service providers that involve Impuesto al Valor Agregado (IVA). The DIOT is governed by Article 32 fraction VIII of the Ley del Impuesto al Valor Agregado (LIVA) published in the Diario Oficial de la Federación on 29 December 1978 and its extensive implementing regulations, which establish that all IVA taxpayers — with certain exceptions — must file a DIOT by the 17th of the month following the period reported.

The DIOT serves as the SAT's primary mechanism for cross-referencing IVA credits claimed by taxpayers against IVA charges reported by their suppliers. Since Mexico's IVA is a value-added tax collected at each stage of the production and distribution chain, every taxpayer who purchases goods or services from an IVA-registered supplier is entitled to credit (acreditar) the IVA paid on those purchases against the IVA charged on their own sales — provided the purchases are directly related to the taxpayer's IVA-taxed activities under Article 5 LIVA and are supported by valid CFDIs. The DIOT reports the details of each supplier transaction — RFC, type of third party (national, foreign, or global), value of operations at each IVA rate (16%, 8%, 0%, or exempt), and IVA amounts paid — allowing the SAT to verify the consistency between reported IVA credits and the supplier's reported IVA charges.

The legal obligation to file DIOT under Article 32 fraction VIII LIVA applies to all IVA taxpayers except: (a) physical persons (personas físicas) under the RESICO (Régimen Simplificado de Confianza) regime who use the simplified IVA filing process; (b) micro-businesses under the former RIF (Régimen de Incorporación Fiscal) transitioning to RESICO; and (c) taxpayers whose total monthly income does not exceed certain thresholds specified in the Resolución Miscelánea Fiscal (RMF). For all other personas físicas and personas morales with business or professional activities — including companies under the Régimen General de Ley Personas Morales and individuals under Régimen de Actividades Empresariales y Profesionales — the DIOT is a mandatory monthly obligation.

The DIOT is filed electronically through the SAT portal (portal.sat.gob.mx) using the Declaración Informativa de Operaciones con Terceros application, or through the SAT's Declaraciones y Pagos system. The filing uses the taxpayer's e.firma (Firma Electrónica Avanzada) for authentication and electronic signature, as required by CFF Articles 17-D and 17-F. SAT-authorised accounting software providers (Sistemas de Contabilidad Electrónica) automatically generate DIOT reports from the accounting records, cross-referencing received CFDIs against the SAT's Catálogos to assign the correct operation type code and IVA breakdown for each supplier transaction.

Since the introduction of CFDI 4.0 in 2022, the SAT pre-populates a significant portion of the DIOT data based on received CFDIs stored in the SAT's database — taxpayers using the SAT's Propuesta de DIOT service receive a draft DIOT pre-filled with supplier RFC, operation values, and IVA amounts that can be reviewed and confirmed, substantially reducing the manual data-entry burden while maintaining the formal filing obligation under LIVA Article 32 fraction VIII.

When Do You Need a DIOT Third-Party Operations Declaration Mexico (Declaración DIOT)?

A DIOT Declaration Mexico is required monthly by all IVA-registered taxpayers who make purchases from domestic or foreign third-party suppliers. The document is specifically needed in these circumstances.

Monthly Filing Obligation for IVA Taxpayers: Every persona moral (SA de CV, S de RL, AC, cooperativa) and every persona física with Régimen de Actividades Empresariales y Profesionales or Régimen de Arrendamiento registration must file a DIOT by the 17th of each month for the prior month's operations under Article 32 fraction VIII LIVA. Taxpayers with zero reportable operations in a given month must still file a DIOT with zero amounts — omitting the DIOT entirely generates an automatic non-filing infraction under CFF Article 81 fraction I.

IVA Acreditable Reconciliation — Monthly IVA Returns: The DIOT is the companion document to the monthly IVA declaration. When the monthly IVA return is filed, the IVA acreditable (input tax credit) claimed must be consistent with the IVA amounts reported in the DIOT for the same period. If the monthly IVA return claims IVA credits from suppliers not listed in the DIOT, or claims higher credit amounts than the DIOT supports, the SAT's automated systems generate a discrepancy flag that may trigger a requerimiento de información (information request) or a revisión electrónica (electronic audit) under CFF Article 42 fraction IX.

Foreign Supplier Transactions: When a Mexican taxpayer purchases services from a foreign provider (proveedor extranjero) — for example, cloud computing services, software licenses, marketing services, or consulting from a foreign company — the taxpayer is required to self-assess and pay IVA under the reverse-charge mechanism (IVA por importación de servicios) under Article 24 LIVA and report this as a foreign supplier transaction in the DIOT using the tipo de tercero code for foreign providers. This applies to digital services provided from abroad by platforms such as Netflix, Spotify, Google Workspace, and similar foreign digital service providers that are now required to register with the SAT under the digital services tax provisions added to LIVA Articles 18-B through 18-J.

Contribution to EFOS/EDOS Defence: When the SAT identifies a taxpayer's supplier as an EFOS (Empresa Facturadora de Operaciones Simuladas) under CFF Article 69-B, the DIOT records — showing the IVA credited from that supplier — become the primary evidentiary document in the SAT's assessment of the taxpayer as a potential EDOS (Empresa que Deduce Operaciones Simuladas). A well-maintained DIOT that consistently matches CFDI records provides the strongest defence against EFOS-related assessments by demonstrating that reported transactions align with certified electronic receipts and actual payments.

Large Taxpayers — SIPRED and DISIF Reporting: Large taxpayers (grandes contribuyentes) monitored by the SAT's Administración General de Grandes Contribuyentes who file their fiscal information through SIPRED (Sistema de Presentación del Dictamen Fiscal) or DISIF (Declaración Informativa sobre Situación Fiscal) use DIOT data as a foundational component of the information package reviewed by the Contador Público Registrado (CPR) performing the tax audit opinion. Inconsistencies between DIOT filings and the general ledger (libro mayor) trigger specific observations in the DISIF report.

What to Include in Your DIOT Third-Party Operations Declaration Mexico (Declaración DIOT)

A complete DIOT Declaration Mexico under LIVA Article 32 fraction VIII and the Resolución Miscelánea Fiscal must contain the following essential data elements to be valid and accepted by the SAT's electronic filing system.

Taxpayer Identification: RFC with homoclave, full fiscal name, fiscal domicile postal code (C.P. fiscal), tax regime, declaration period (month and year), and e.firma authentication data. For legal entities, the legal representative's RFC and e.firma must be used for submission.

Third-Party Classification (Tipo de Tercero): Each supplier or service provider transaction must be classified by type of third party: (1) Proveedor Nacional — Mexican RFC holders (personas físicas or morales registered with SAT); (2) Proveedor Extranjero — foreign entities without Mexican RFC; (3) Proveedor Global — transactions with multiple domestic micro-suppliers below CFDI threshold aggregated under generic RFC. The tipo de tercero code determines which data fields are required for each line entry.

Supplier Data Per Transaction: For each nacional third party: the supplier's RFC, the IVA applicable to each operation type — IVA at 16% (actividades tasa general), IVA at 8% (actos en zona fronteriza under LIVA Article 1-C), IVA 0% (enajenaciones of food and medicine under LIVA Article 2-A), IVA exento (activities exempt from IVA under LIVA Article 9), IVA retenido (IVA withheld from independent professional service providers under LIVA Article 1-A fraction II), and the value of each operation type. For foreign third parties: country of residence, tax identification number in the country of origin, and IVA self-assessed under importación de servicios.

IVA Breakdown by Operation Type: The total value of operations (valor de actos o actividades) grouped by IVA rate for each supplier — not simply the total amounts paid but the pre-IVA base amounts from which the IVA was calculated. The DIOT must separately capture: actos gravados a la tasa del 16%; actos gravados a la tasa del 8% (ZLFN); actos gravados a la tasa del 0%; actos exentos; actos no objeto del IVA (non-IVA activities such as wages); and IVA retenido.

IVA Retention Obligations: When the taxpayer is required to withhold IVA at source — specifically from independent professional service providers (honorarios) at a 2/3 retention rate under LIVA Article 1-A fraction II, from property lessors (arrendadores de bienes inmuebles) at a 10% retention rate, and from foreign digital service providers — the DIOT must reflect the gross service value, IVA charged, and IVA retained (retenido) for each supplier subject to retention. Retained IVA is paid to the SAT by the withholding agent (retenedor) and credited by the service provider in their own IVA return.

Reconciliation with Monthly IVA Return: A cross-reference between DIOT-reported IVA amounts and the IVA acreditable declared in the monthly IVA return (Forma 32D or equivalent SAT system). Total IVA acreditable in the monthly return should equal the sum of IVA at 16% and 8% from domestic suppliers reported in the DIOT for the same period, plus any IVA from imports declared in the monthly return. Persistent discrepancies between DIOT and IVA return figures are among the most common triggers for SAT audit notices.

Forms-legal.com provides this DIOT Declaration Mexico template to help IVA-registered taxpayers organise their supplier transaction data for monthly compliance. DIOT filing requires accurate classification of every supplier transaction and precise IVA rate application — errors in tipo de tercero codes, IVA rate categories, or retained IVA amounts are a frequent source of SAT discrepancy notices. Taxpayers with complex supplier networks spanning multiple IVA rates, foreign services, and professional fee payments should use SAT-certified accounting software with automated DIOT generation capabilities and have their DIOT filings reviewed by a Contador Público Autorizado before submission.

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APA

Forms Legal. (2026). DIOT Third-Party Operations Declaration Mexico (Declaración DIOT) (Mexico) [Legal document template]. Forms Legal. https://forms-legal.com/mexico/government/tax-forms/diot-third-party-operations-declaration-mexico

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"DIOT Third-Party Operations Declaration Mexico (Declaración DIOT) (Mexico)." Forms Legal, 2026, https://forms-legal.com/mexico/government/tax-forms/diot-third-party-operations-declaration-mexico.

BibTeX
@misc{formslegal-diot-third-party-operations-declaration-mexico,
  author       = {{Forms Legal}},
  title        = {DIOT Third-Party Operations Declaration Mexico (Declaración DIOT) (Mexico)},
  year         = {2026},
  howpublished = {\url{https://forms-legal.com/mexico/government/tax-forms/diot-third-party-operations-declaration-mexico}},
  note         = {Free legal document template}
}

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