API referenceTax & reportsSAT

Extract tax profile

Consumes a tax_profile_pdf upload and returns structured taxpayer data. First prepare the upload, PUT the PDF bytes to upload.url with upload.headers, and pass its fileRef here. A successful extraction consumes and deletes the temporary file.

Endpoint: POST /v1/tax/profile-extractions
Authorization: Required permission: `customers:manage`.
Environments: Production only
Idempotency: Required for safe retries.

Plan received invoice payments PUT

Creates or clears the settlement schedule for an unpaid received PPD invoice and synchronizes its payable calendar events.

Get income and expenses report GET

Returns recognized CFDI income, expense, and payroll aggregates for the requested fiscal year or month.