During the month of April, all individuals must file their tax return with the Tax Administration Service (SAT). The system already has pre-populated information that facilitates filing and allows you to determine if you have a credit balance that can be refunded.
In this case, as an administrative convenience, the SAT offers what's known as an automatic refund, which will usually be issued within five days after the return is filed; however, there are times when it may take a few more days.
The status of the refund process, as well as any SAT determinations, can be viewed in each individual's tax mailbox.
It's common for the SAT to detect inconsistencies in an individual's income and deductions, resulting in a partial refund of the balance or even a complete rejection of the refund. Within the tax mailbox, the SAT provides the reasons for its determination, allowing the taxpayer to correct the inconsistencies and subsequently request a manual refund.
That is, you would have a second opportunity to request a refund of the credit balance; however, in the case of manual refunds, the SAT has a 40-day period to do so, and of course, it is subject to the SAT deeming the inconsistencies corrected.
Our recommendation would be to regularly check the tax mailbox to follow up on the refund, whether automatic or manual. And if the refund is definitively rejected, like any other resolution issued by the SAT (Tax Administration Service) to conclude a process, the taxpayer can file an appeal for reversal before the SAT itself or go directly to the Federal Administrative Court. An additional option is to request support from PRODECON.
