Simplified Annual Return 2025: From Your Cell Phone? Dos and Don'ts

Can you imagine filing your Annual Tax Return without turning on your computer? In 2025, it's possible, but with some nuances. We'll guide you step by step so you can use your phone, avoid surprises, and know exactly what to expect from the SAT's mobile platform. No more excuses!

The idea of fulfilling one of the most important tax obligations from the palm of your hand is no longer science fiction. Every year, the SAT seeks to simplify its processes, and the Annual Tax Return is no exception. However, even as technology advances, it's crucial to know what you can actually do from a smartphone and when it's better to use a computer.

Here at La Verdad Noticias, we offer the definitive guide so you don't have any questions. Essential Requirements: What Do You Need to Have on Hand?

Before you start, make sure you have everything ready. This will save you a lot of headaches. You'll need:

Active SAT Password: This is the 8-digit code you use to access the portal.
Current e.firma (Electronic Signature): Essential if your tax return results in a credit balance of more than $10,000 pesos and you want to register a new CLABE account, or if the outstanding balance is more than $5,000. Note! An e.firma cannot be generated or renewed from a cell phone if it has already expired.
Access your mobile phone's web browser: Chrome, Safari, or whichever you prefer, with updates.
Strong internet connection: Avoid using unstable mobile data. Connect to a secure Wi-Fi network.

The simplified mobile tax return is designed for taxpayers with simple tax situations. You can file it without any problems if:

You are a salaried employee: You only received income from wages and salaries from one employer.
Your deductions are already pre-populated: The SAT system already has the information on your invoices for medical expenses, tuition, etc.
You have no discrepancies: You accept the information that the SAT presents as valid.

* Your balance is in your favor (up to $10,000): And you already have a pre-loaded and active CLABE account from previous years. Your balance is "zero" or with a balance due: And you don't need to make installment payments.

Access the SAT Portal: Open your mobile browser and type www.sat.gob.mx. Find the "Returns" section and select "File your 2024 Annual Return" (which is due in 2025).
Authenticate: Enter your RFC and password. You can also use your e-signature if you have it handy.
Review the Pre-Filled Information: The system will show you your income, deductions, and tax withholdings. Take your time to review everything correctly. The mobile view can be compact, so be sure to scroll through all the sections.
Accept the Proposal: If everything is in order, you should only accept the declaration that the SAT proposes to you.
Sign and Send: If you don't require an e-signature, you'll only need your Password to sign and send.

Done! Save your acknowledgment. We recommend taking a screenshot and emailing it to yourself.

This is where you need to be careful. The mobile interface has its limits. Avoid using your phone for filing if:

You need to add deductions manually: The process of uploading invoices or non-prefilled information is cumbersome and error-prone on a small screen.
You had income from multiple sources: such as fees, rent, business activities, etc. The full return requires more detail and is best done on a computer.
Your e.signature has expired: As we mentioned, you won't be able to renew it from your mobile phone, and you'll need it for high credit balances.
You want to request payment in installments: This option is clearer and easier to configure in the desktop version.

In short: Using a cell phone is an excellent option for salaried taxpayers with a clear and straightforward tax situation. For everyone else, using a computer is still recommended for better visibility of information and access to all features.

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