---
title: "Get tax summary"
description: "Get authoritative taxes declared, paid, and pending for a fiscal year or month. Tax amounts come only from parsed declarations; CFDI contributor context is informational and never affects tax totals. If declarations are unavailable, tax totals are null rather than estimated."
language: en
canonical_url: "https://exac.mx/docs/en/mcp/tools/get_tax_summary"
md_url: "https://exac.mx/docs/en/mcp/tools/get_tax_summary.md"
---

# Get tax summary

Get authoritative taxes declared, paid, and pending for a fiscal year or month. Tax amounts come only from parsed declarations; CFDI contributor context is informational and never affects tax totals. If declarations are unavailable, tax totals are null rather than estimated.

Tool: `get_tax_summary`

## Purpose

Read authoritative declared, paid, and pending tax totals.

### Use when

You need tax totals sourced from SAT declarations.

### Do not use when

You need estimated tax amounts from CFDI activity.

| Detail | Value |
| --- | --- |
| Permissions | sat:read |
| Side effects | None |
| Idempotency | Idempotent |

## Input schema

```json
{
  "type": "object",
  "properties": {
    "fiscalYear": {
      "type": "integer",
      "minimum": 2000,
      "maximum": 2100,
      "description": "Four-digit fiscal year"
    },
    "period": {
      "description": "Optional month number from 1 to 12",
      "allOf": [
        {
          "$ref": "#/definitions/__schema0"
        }
      ]
    },
    "contributorLimit": {
      "description": "Top CFDI contributors in the informational context",
      "allOf": [
        {
          "$ref": "#/definitions/__schema1"
        }
      ]
    }
  },
  "required": [
    "fiscalYear"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "integer",
      "minimum": 1,
      "maximum": 12
    },
    "__schema1": {
      "type": "integer",
      "minimum": 1,
      "maximum": 10
    }
  }
}
```

## Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "source": {
          "type": "string",
          "const": "sat_declarations"
        },
        "currency": {
          "type": "string",
          "const": "MXN"
        },
        "fiscalYear": {
          "type": "number"
        },
        "selectedPeriod": {
          "anyOf": [
            {
              "type": "number"
            },
            {
              "type": "null"
            }
          ]
        },
        "declarationCoverage": {
          "type": "string",
          "enum": [
            "none",
            "partial",
            "complete"
          ]
        },
        "filedPeriods": {
          "type": "array",
          "items": {
            "type": "number"
          }
        },
        "missingPeriods": {
          "type": "array",
          "items": {
            "type": "number"
          }
        },
        "totals": {
          "anyOf": [
            {
              "type": "object",
              "properties": {
                "declaredTaxTotal": {
                  "type": "number"
                },
                "paidTaxTotal": {
                  "type": "number"
                },
                "pendingTaxTotal": {
                  "type": "number"
                },
                "breakdown": {
                  "$ref": "#/definitions/__schema0"
                }
              },
              "required": [
                "declaredTaxTotal",
                "paidTaxTotal",
                "pendingTaxTotal",
                "breakdown"
              ],
              "additionalProperties": false
            },
            {
              "type": "null"
            }
          ]
        },
        "periods": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "period": {
                "type": "number"
              },
              "filingCount": {
                "type": "number"
              },
              "declaredTaxTotal": {
                "type": "number"
              },
              "paidTaxTotal": {
                "type": "number"
              },
              "pendingTaxTotal": {
                "type": "number"
              },
              "paymentStatus": {
                "type": "string",
                "enum": [
                  "no_obligation",
                  "pending",
                  "partially_paid",
                  "paid"
                ]
              },
              "breakdown": {
                "$ref": "#/definitions/__schema0"
              },
              "withholdingDetails": {
                "type": "array",
                "items": {
                  "type": "object",
                  "properties": {
                    "name": {
                      "type": "string"
                    },
                    "amount": {
                      "type": "number"
                    }
                  },
                  "required": [
                    "name",
                    "amount"
                  ],
                  "additionalProperties": false
                }
              }
            },
            "required": [
              "period",
              "filingCount",
              "declaredTaxTotal",
              "paidTaxTotal",
              "pendingTaxTotal",
              "paymentStatus",
              "breakdown",
              "withholdingDetails"
            ],
            "additionalProperties": false
          }
        },
        "cfdiContext": {
          "anyOf": [
            {
              "type": "object",
              "properties": {
                "usedForTaxAmounts": {
                  "type": "boolean",
                  "const": false
                },
                "contributors": {
                  "type": "object",
                  "properties": {
                    "source": {
                      "type": "string",
                      "const": "cfdi_activity"
                    },
                    "income": {
                      "type": "array",
                      "items": {
                        "$ref": "#/definitions/__schema1"
                      }
                    },
                    "expenses": {
                      "type": "array",
                      "items": {
                        "$ref": "#/definitions/__schema1"
                      }
                    },
                    "payroll": {
                      "type": "array",
                      "items": {
                        "type": "object",
                        "properties": {
                          "name": {
                            "$ref": "#/definitions/__schema2"
                          },
                          "amount": {
                            "$ref": "#/definitions/__schema3"
                          },
                          "isOther": {
                            "$ref": "#/definitions/__schema4"
                          },
                          "direction": {
                            "type": "string",
                            "enum": [
                              "paid",
                              "received"
                            ]
                          }
                        },
                        "required": [
                          "name",
                          "amount",
                          "isOther",
                          "direction"
                        ],
                        "additionalProperties": false
                      }
                    }
                  },
                  "required": [
                    "source",
                    "income",
                    "expenses",
                    "payroll"
                  ],
                  "additionalProperties": false
                }
              },
              "required": [
                "usedForTaxAmounts",
                "contributors"
              ],
              "additionalProperties": false
            },
            {
              "type": "null"
            }
          ]
        }
      },
      "required": [
        "source",
        "currency",
        "fiscalYear",
        "selectedPeriod",
        "declarationCoverage",
        "filedPeriods",
        "missingPeriods",
        "totals",
        "periods",
        "cfdiContext"
      ],
      "additionalProperties": false
    },
    "error": {
      "$schema": "http://json-schema.org/draft-07/schema#",
      "type": "object",
      "properties": {
        "code": {
          "type": "string",
          "enum": [
            "validation_error",
            "unauthenticated",
            "forbidden",
            "not_found",
            "method_not_allowed",
            "conflict",
            "idempotency_conflict",
            "operation_in_progress",
            "recovery_required",
            "rate_limited",
            "provider_unavailable",
            "internal"
          ]
        },
        "message": {
          "type": "string"
        },
        "details": {
          "type": "object",
          "properties": {
            "issues": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "path": {
                    "type": "array",
                    "items": {
                      "anyOf": [
                        {
                          "type": "string"
                        },
                        {
                          "type": "number"
                        }
                      ]
                    }
                  },
                  "message": {
                    "type": "string"
                  },
                  "code": {
                    "type": "string"
                  }
                },
                "required": [
                  "path",
                  "message"
                ],
                "additionalProperties": false
              }
            },
            "retryable": {
              "type": "boolean"
            },
            "retryAfterSeconds": {
              "type": "integer",
              "exclusiveMinimum": 0,
              "maximum": 9007199254740991
            }
          },
          "additionalProperties": false
        }
      },
      "required": [
        "code",
        "message"
      ],
      "additionalProperties": false
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "object",
      "properties": {
        "isr": {
          "type": "number"
        },
        "iva": {
          "type": "number"
        },
        "withholdings": {
          "type": "number"
        },
        "unclassified": {
          "type": "number"
        }
      },
      "required": [
        "isr",
        "iva",
        "withholdings",
        "unclassified"
      ],
      "additionalProperties": false
    },
    "__schema1": {
      "type": "object",
      "properties": {
        "name": {
          "$ref": "#/definitions/__schema2"
        },
        "amount": {
          "$ref": "#/definitions/__schema3"
        },
        "isOther": {
          "$ref": "#/definitions/__schema4"
        }
      },
      "required": [
        "name",
        "amount",
        "isOther"
      ],
      "additionalProperties": false
    },
    "__schema2": {
      "type": "string"
    },
    "__schema3": {
      "type": "number"
    },
    "__schema4": {
      "type": "boolean"
    }
  },
  "oneOf": [
    {
      "required": [
        "data"
      ]
    },
    {
      "required": [
        "error"
      ]
    }
  ]
}
```

## Related tools

- [`sync_sat_data`](/docs/en/mcp/tools/sync_sat_data.md) — **Sync SAT data**: Refresh one SAT source for the active organization. Use documents for CFDIs/withholdings in a date range, declarations for one fiscal year, or compliance_opinion for the latest SAT opinion. This starts external SAT work; read results with search_documents or get_tax_summary.

- [`get_cfdi_summary`](/docs/en/mcp/tools/get_cfdi_summary.md) — **Get CFDI summary**: Summarize CFDI activity for a month range: recognized income, recognized expenses, payroll paid, payroll received, balance, and top contributors. Every payroll contributor has a paid or received direction. Uses CFDI aggregates only. It excludes receipt/POS sales and is never a source for taxes paid or owed.

## Related workflow

[See the canonical workflows in the introduction](/docs/en.md)

## Equivalent REST operations

- [`GET /v1/reports/taxes`](/docs/en/api/tax-reports/reports/get-tax-report.md)

Complete documentation: https://exac.mx/docs/en.md
Agent documentation index: https://exac.mx/docs/en/llms.txt