First, an important note: the Annual Tax Return is the same across Mexico, including Querétaro, because it is filed with the federal tax authority (SAT) online. 🔗 Official SAT page: https://www.sat.gob.mx/minisitio/DeclaracionAnual/index.html Who needs to file an Annual Tax Return? In general, individual taxpayers in Mexico may need to file if they: had two or more employers earned more than MXN $400,000 in the year received income from professional services / freelance work had business activity income earned rental income sold real estate received income from abroad asked their employer not to file on their behalf stopped working before December 31 in certain cases Even if you are not strictly required to file, it may still be worth doing if you could receive a tax refund. When is it filed? For individuals, the Annual Tax Return is usually filed from April 1 to April 30 of the following year. What do you need before you start? Make sure you have: your RFC (Mexican taxpayer ID) your SAT password or e.firma (electronic signature) your bank CLABE in your name, if you expect a refund your electronic invoices (CFDI) proof of income, withholdings, and payments your Tax Mailbox (Buzón Tributario) enabled and updated Step by step: how to fill it out Go to the SAT website. Open Returns / Annual / Individuals. Sign in with your RFC and password or e.firma. Select the tax year you are filing. Review the information SAT has preloaded, including: income tax withholdings deductions provisional payments Make sure everything matches your invoices and tax records. Add or correct any missing information if needed. Check the result: balance in your favor = possible refund balance due = tax to pay Sign and submit the return. Save your filing receipt / confirmation. What expenses can you deduct? Some common personal deductions include: medical and dental fees psychology and nutrition services hospital expenses lab tests and medical studies private health insurance premiums real mortgage interest private school tuition mandatory school transportation funeral expenses authorized charitable donations retirement contributions Important requirements For an expense to qualify as a deduction, it generally must: have a valid CFDI invoice be issued with your correct tax details be paid by: bank transfer card check other authorized electronic means Cash payments are generally not deductible. Common mistakes to avoid Watch out for these: not reviewing the preloaded SAT information claiming invoices that do not meet tax requirements entering the wrong bank CLABE failing to update your Tax Mailbox contact information assuming the process is different because you live in Querétaro 👉 It is not — this is a federal SAT process. Practical tip Before submitting, double check: your income against your CFDI invoices each deduction one by one your bank account details your filing receipt after submission If your tax situation is more complex — for example freelance income, rental income, business activity, or property sales — it may be smart to review everything with an accountant. 🔗 Official SAT page: https://www.sat.gob.mx/minisitio/DeclaracionAnual/index.html