[ADD] Payroll: Mexico localization

closes odoo/documentation#14767

Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/payroll/payroll_localizations.rst

@@ -82,7 +82,7 @@ Payroll localization modules are available for the countries listed below.
 - Lithuania
 - Luxembourg
 - Malaysia
-- Mexico
+- :doc:`Mexico <payroll_localizations/mexico>`
 - Morocco
 - Netherlands
 - Pakistan
@@ -103,6 +103,7 @@ Payroll localization modules are available for the countries listed below.
    payroll_localizations/egypt
    payroll_localizations/hong_kong
    payroll_localizations/jordan
+   payroll_localizations/mexico
    payroll_localizations/united_arab_emirates
    payroll_localizations/united_states
    payroll_localizations/employment_hero

content/applications/hr/payroll/payroll_localizations/mexico.rst

@@ -0,0 +1,545 @@
+======
+Mexico
+======
+
+.. |PAC| replace:: :abbr:`PAC (Proveedor Autorizado de Certificación / Authorized Certification
+   Provider)`
+.. |RFC| replace:: :abbr:`RFC (Registro Federal de Contribuyentes)`
+.. |CFDI| replace:: :abbr:`CFDI (Comprobante Fiscal Digital por Internet)`
+.. |IMSS| replace:: :abbr:`IMSS (Instituto Mexicano del Seguro Social)`
+
+The Mexico payroll localization covers salary computations for employees, including employee and
+employer payroll taxes.
+
+Before configuring the Mexico localization, review the general :doc:`payroll documentation
+<../../payroll>`, which covers basic configurations and settings applicable to all localizations.
+
+.. _payroll/mexico_apps:
+
+Apps & modules
+==============
+
+:ref:`Install <general/install>` the following modules to get all the features of the Mexico payroll
+localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Dependencies
+     - Description
+   * - :guilabel:`Mexico - Payroll`
+     - `l10n_mx_hr_payroll`
+     - - hr_payroll
+       - hr_work_entry_holidays
+       - hr_payroll_holidays
+     - Adds the required fields to manage employee payroll and time off data.
+   * - :guilabel:`Mexico - Payroll CFDI`
+     - `l10n_mx_hr_payroll_account_edi`
+     - - l10n_mx_hr_payroll_account
+       - l10n_mx_edi
+     - Adds the ability to sign |CFDI| payroll documents with the government.
+   * - :guilabel:`Mexico - Payroll with Accounting`
+     - `l10n_mx_hr_payroll_account`
+     - - hr_payroll_account
+       - l10n_mx
+       - l10n_mx_hr_payroll
+       - l10n_mx_edi
+     - Adds the required rules and parameters to manage local payroll calculations.
+
+.. tip::
+   Installing the :guilabel:`Mexico - Payroll CFDI` module automatically installs both the
+   :guilabel:`Mexico - Payroll` and :guilabel:`Mexico - Payroll with Accounting` modules.
+
+.. seealso::
+   :doc:`Configure the Mexico fiscal localization <../../../finance/fiscal_localizations/mexico>`
+
+Company configurations
+======================
+
+First, the company must be configured. Navigate to :menuselection:`Settings app --> Users &
+Companies --> Companies`. From the list, select the desired company, and configure the following
+fields:
+
+- :guilabel:`Company Name`: Enter the business name in this field.
+- :guilabel:`Address`: Complete the full address, including the :guilabel:`City`, :guilabel:`State`,
+  :guilabel:`Zip Code`, and :guilabel:`Country`.
+
+  .. important::
+     The state selected in the company's address is associated as the *work address* by default for
+     the employee, and the one used to calculate payroll taxes.
+
+- :guilabel:`RFC`: Enter the company's :abbr:`RFC (Registro Federal de Contribuyentes, or Federal
+  Taxpayer Registry)` number.
+- :guilabel:`Company ID` : This field is not used in the Mexico localization, and should remain
+  blank.
+- :guilabel:`Currency`: By default, :abbr:`MXN (Mexican pesos)` is selected. If not, select
+  :guilabel:`MXN` from the drop-down menu.
+- :guilabel:`Phone`: Enter the company phone number.
+- :guilabel:`Email`: Enter the email used for general contact information.
+
+.. warning::
+   Ensure the information is accurate, as it is used when calculating various taxes.
+
+Employees
+=========
+
+Every employee being paid must have their employee profiles configured for the Mexico payroll
+localization. Additional fields are present after configuring the database for Mexico.
+
+To update an employee form, open the :menuselection:`Employees` app and click on the desired
+employee record. On the employee form, configure the required fields in the related tabs.
+
+Work tab
+--------
+
+Enter the :guilabel:`Work Address` for the employee in the :guilabel:`Location` section of the
+:guilabel:`Work` tab.
+
+.. important::
+   The state selected in this address determines which salary rules Odoo applies when calculating
+   taxes.
+
+Personal tab
+------------
+
+Ensure the employee has a minimum of one :ref:`trusted bank account <employees/private-contact>`
+listed in the :guilabel:`Bank Accounts` field in the :guilabel:`Private Contact` section.
+
+These accounts are used to pay the employee. Payroll **cannot** be processed for employees without a
+*trusted* :ref:`bank account <employees/private-contact>`. If no trusted bank account is set, a
+warning appears on the **Payroll** dashboard and an error occurs when attempting to run payroll.
+
+Ensure the :guilabel:`Legal Name` and :guilabel:`Gender` fields are populated and configured in the
+:guilabel:`Personal Information` section.
+
+Ensure the following fields are properly populated in the :guilabel:`Citizenship` section:
+
+- :guilabel:`Nationality (Country)`: The employee's country of citizenship.
+- :guilabel:`SSN No (Social Security Number)`: A personal 11-digit :abbr:`NSS (Número de Seguridad
+  Social)` number.
+- :guilabel:`RFC (Registro Federal de Contribuyentes)`: A personal 13-digit alphanumeric tax
+  identification number.
+- :guilabel:`CURP (Clave Única de Registro de Población)`: A personal 18-character alphanumeric
+  code.
+
+.. image:: mexico/personal.png
+   :alt: Where all personal information is located on the employee profile.
+
+Payroll tab
+-----------
+
+Contract overview section
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This section holds information that drives salary calculations. Ensure the following fields are
+configured:
+
+- :guilabel:`Contract`: The time period the contract is valid for. If the second field is left
+  blank, the contract runs indefinitely.
+- :guilabel:`Wage Type`: Select how the employee is paid.
+
+  - Select :guilabel:`Fixed Wage` for salaried employees who receive the same amount each pay
+    period.
+  - Select :guilabel:`Hourly Wage` for employees paid based on hours worked.
+
+  .. tip::
+     Set a default :guilabel:`Wage Type` in the salary :ref:`Structure Type
+     <payroll/structure-types>` to configure employees in bulk. If needed, the default can be
+     overridden on individual employee records if exceptions are needed.
+
+- :guilabel:`Wage`: Enter the amount and frequency the employee is paid.
+- :guilabel:`Contract Type`: Determines how the employee is paid and classified, such as
+  :guilabel:`Indefinite Term Employment Contract`, :guilabel:`Hourly Wage Employment`,
+  :guilabel:`Seasonal Employment Contract`.
+
+  .. important::
+     The :guilabel:`Contract Type` field is visible on payslips.
+
+- :guilabel:`Pay Category`: Select :guilabel:`Mexico: Employee.` for this field. This defines when
+  the employee is paid, their default working schedule, and the work entry type it applies to.
+- :guilabel:`Regime Type`: Select the correct regime type (Régimen de Contratación) for the
+  employee. The selected regime type determines the employee's benefits, taxes, and social security
+  contributions.
+
+Schedule section
+~~~~~~~~~~~~~~~~
+
+- :guilabel:`Work Entry Source`: Select :guilabel:`Working Schedule`, which creates :doc:`work
+  entries <../work_entries>`  based on the employee's assigned :ref:`working schedule
+  <payroll/working-times>` (e.g., 40 hours per week).
+
+  .. note::
+     The Mexico payroll localization is currently not able to create work entries from the
+     **Attendances** or **Planning** apps.
+
+- :guilabel:`Extra Hours`: Tick the checkbox to allow the **Attendances** app to add any extra work
+  entries logged by the employee.
+- :guilabel:`Working Hours`: Using the drop-down menu, select the default work schedule. This is
+  particularly important for employees available to receive overtime pay (typically hourly
+  employees, not salaried).
+
+Options section
+~~~~~~~~~~~~~~~
+
+Enter the :guilabel:`Holiday Bonus Rate` percentage given annually ot the employee in the
+corresponding field. The percentage is calculated from the employee's base salary.
+
+If the employee is contributing to a :guilabel:`Savings Fund`, enter the monthly amount to be
+contributed. The employer typically matches this amount, and the money is placed in a savings
+account that is accessible once a year to the employee.
+
+Vouchers section
+~~~~~~~~~~~~~~~~
+
+Some companies may offer extra benefits in the form of vouchers, which are paid to employees for
+food and transportation costs. If the company provides these benefits, configure the following
+fields:
+
+- :guilabel:`Payment Period`: Using the drop-down menu, select how often the vouchers are paid out.
+  The default options are either :guilabel:`Last Day of the Month`, if employees are paid at the end
+  of the month, or :guilabel:`In the period`, if the vouchers are broken up and evenly distributed
+  according to the payment schedule, such as weekly or bi-weekly.
+- :guilabel:`Meal Vouchers`: Enter the monthly amount paid to the employee towards food expenses.
+- :guilabel:`Transport Vouchers`: Enter the monthly amount paid to the employee towards
+  transportation, such as bus fare or parking fees.
+- :guilabel:`Gasoline Vouchers`: Enter the monthly amount paid to the employee for their vehicle's
+  gas.
+
+.. note::
+   The monetary amount for the vouchers is the *monthly amount* given to employees. If the
+   :guilabel:`Payment Period` is set to :guilabel:`In the period`, Odoo calculates the voucher
+   amount for each pay period.
+
+   For example, if an employee is paid weekly, and their :guilabel:`Meal Voucher` is set to $100,
+   the employee receives $25 in every weekly paycheck.
+
+.. image:: mexico/payroll-tab.png
+   :alt: The payroll tab of an employee form, filled out for Mexico.
+
+Infonavit / Fonacot tab
+-----------------------
+
+Infonavit section
+~~~~~~~~~~~~~~~~~
+
+:abbr:`INFONAVIT (Instituto del Fondo Nacional de la Vivienda para los Trabajadores)` is a
+government institution that assists employees with affordable mortgage credits, which can be used to
+buy, build, or remodel a home, or pay off an existing mortgage.
+
+Add an Infonavit credit
+***********************
+
+To create an :abbr:`INFONAVIT (Instituto del Fondo Nacional de la Vivienda para los Trabajadores)`
+credit, click :guilabel:`Add a line`, and a :guilabel:`Create an Infonavit Credit` pop-up window
+loads.
+
+By default, the :guilabel:`Status` field is populated with :guilabel:`In Progress`. This indicates
+the credit is active.
+
+Next, select the :guilabel:`Type` of credit, either a :guilabel:`Fixed Monetary Fee`, a
+:guilabel:`Percentage`, or a :guilabel:`Discount Factor`. After this field is configured, a
+corresponding field appears on the form.
+
+Enter the :guilabel:`Monthly Insurance` to be paid directly to the debt. If any additional funds are
+contributed by the employee, enter the additional amount in the :guilabel:`Extra Fixed Monthly
+Contribution` field.
+
+The last field corresponds to the :guilabel:`Type` selected. Enter the :guilabel:`Fixed Monetary
+Fee`, :guilabel:`Percentage`, or  :guilabel:`Discount Factor` in the field.
+
+Once all fields are configured, click the :guilabel:`Save & Close` button, and the credit is added
+to the :abbr:`INFONAVIT (Instituto del Fondo Nacional de la Vivienda para los Trabajadores)`
+section.
+
+.. image:: mexico/infonavit.png
+   :alt: The INFONAVIT section filled out for an employee.
+
+.. important::
+   Once :abbr:`INFONAVIT (Instituto del Fondo Nacional de la Vivienda para los Trabajadores)`
+   credits are fully paid, the payroll officer **must** change the :guilabel:`Status` of each
+   completed line item to :guilabel:`Closed`.
+
+   If the payroll officer does **not** change the status, money will continue to be contributed to
+   the employee's account in all subsequent paychecks.
+
+Fonacot section
+~~~~~~~~~~~~~~~
+
+:abbr:`FONACOT (Fondo Nacional para el Consumo de los Trabajadores)` is a Mexican government program
+that provides employees with low-cost loans for various needs, such as home improvements, education,
+or emergencies.
+
+The :abbr:`FONACOT (Fondo Nacional para el Consumo de los Trabajadores)` section is where employee
+repayments are configured.
+
+Add a Fonacot credit
+********************
+
+To add a line to the :abbr:`FONACOT (Fondo Nacional para el Consumo de los Trabajadores)` section,
+click :guilabel:`Add a line`, and a blank line loads. The :guilabel:`Status` is set to :guilabel:`In
+Progress`, by default.
+
+Enter the monthly payment amount in the :guilabel:`Import` field. If the employee wishes to make any
+additional payments each month, enter the value in the :guilabel:`Extra Monthly Contribution` field.
+
+.. important::
+   Once :abbr:`FONACOT (Fondo Nacional para el Consumo de los Trabajadores)` loans are paid off, the
+   payroll officer **must** change the :guilabel:`Status` of each completed line item to
+   :guilabel:`Closed`.
+
+   If the payroll officer does **not** change the status, money will continue to be taken out of the
+   employee's account in all subsequent paychecks.
+
+Payroll configuration
+=====================
+
+Several sections within the **Payroll** app installs a *salary structure*, *structure type*,
+*rules*, and *rule parameters* specific to Mexico.
+
+Prior to running payroll, the :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` must also be
+configured.
+
+CFDI configuration
+------------------
+
+The :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` is a **required** electronic tax receipt
+that acts as a digital invoice. The :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` **must**
+be certified by a :abbr:`PAC (Authorized Certification Provider)` *before* being submitted to the
+Mexican Tax Administration (:abbr:`SAT (Servicio de Administración Tributaria)`).
+
+This document serves as proof of income, expenses, and payroll, and requires both a :abbr:`UUID
+(Universally Unique Identifier)` and a digital signature, to comply with Mexican tax laws.
+
+First, navigate to :menuselection:`Payroll app --> Configuration --> Settings`, and scroll to the
+:guilabel:`CFDI` section.
+
+Enter the :guilabel:`Employer IMSS ID` in the corresponding field, and select the appropriate
+:guilabel:`Risk Type` using the drop-down menu. If no risk is associated with the company, select
+:guilabel:`Does Not Apply`.
+
+.. note::
+   Mexico assigns different :guilabel:`Risk Types` based on several factors, including information
+   cross-referenced from previously submitted employee and employer. Consult the company's payroll
+   officer to determine the correct risk type.
+
+Salary structures & structure types
+-----------------------------------
+
+When the **l10n_mx_hr_payroll** module is :ref:`installed <payroll/mexico_apps>`, a new
+:guilabel:`Salary Structure` gets installed, :guilabel:`Mexico: Employee`. This structure includes
+two :guilabel:`Structure Types`, a :guilabel:`Mexico: Regular Pay`, and a :guilabel:`Mexico:
+Christmas Bonus`.
+
+The :guilabel:`Salary Structure` contains all the individual :ref:`salary rules
+<payroll/mexico_rules>` for each :guilabel:`Structure Type`, which informs the **Payroll** app how
+to calculate employee payslips.
+
+.. image:: mexico/structure-types.png
+   :alt: The Mexico salary structures in the salary structures list.
+
+.. _payroll/mexico_rules:
+
+Salary rules
+------------
+
+To view the salary rules that inform the salary structure what to do, navigate to
+:menuselection:`Payroll app --> Configuration --> Structures` and expand the :guilabel:`Mexico:
+Employee` group to reveal the two available structure types. Click :guilabel:`Mexico: Regular Pay`
+to view the detailed regular pay salary rules.
+
+.. image:: mexico/mx-rules-top-half.png
+   :alt: The top portion of the US salary rules.
+
+Each rule defines how pay is calculated, taking into account factors such as bonuses, allowances,
+vouchers, and taxes.
+
+Rule parameters
+---------------
+
+Some calculations require specific rates associated with them, such as bonuses and holidays. *Rule
+Parameters* are capable of listing a value, either a percentage or a fixed amount, to reference in
+the salary rules.
+
+Most rules pull information stored in the parameters module to get the rate of the rule (a
+percentage) and the cap (a dollar amount).
+
+To view rule parameters, navigate to :menuselection:`Payroll app --> Configuration --> Rule
+Parameters`. Here, all rule parameters are displayed with their linked :guilabel:`Salary Rules`,
+which can be accessed. Review the parameters associated with a rule by looking for the
+:guilabel:`Name` of the rule, and make any edits as needed.
+
+In Mexico, all companies are **required** to configure the following rule parameters:
+
+- :guilabel:`Mexico: Risk Bonus Rate` (Prima de Riesgo del IMSS): The :guilabel:`Risk Bonus Rate` is
+  referred to as the *Occupational Risk Premium (Prima de Riesgo de Trabajo)*. This is the amount
+  the company must contribution to the :abbr:`IMSS (Instituto Mexicano del Seguro Social)`, aka the
+  *Mexican Social Security Institute*. This amount is based on the company's *accident rate*, which
+  is calculated using multiple factors, including the number of accidents the company has reported,
+  and the general level of risk the type of company works with. The rate is determined by the
+  :abbr:`IMSS (Instituto Mexicano del Seguro Social)` for each company, therefore this rate **must**
+  be updated when configuring the Mexico payroll localization.
+- :guilabel:`Mexico: Christmas Bonus` (Días de Aguinaldo): In Mexico, an annual Christmas bonus is
+  given to all employees. The bonus must be for a minimum of 15 days of pay. Companies that provide
+  a higher bonus **must** modify this value. In Odoo, all employees of a company recieve the same
+  amout of paid days for their Chirstmas bonus.
+- :guilabel:`Mexico: Holiday Table` (Tabla de vacaciones): This rule outlines the number of vacation
+  days an employee is allocated, based on their years of service. This **must** be modified, if
+  needed, to reflect the company's paid vacation policy.
+
+.. example::
+   The :guilabel:`Mexico: Risk Bonus Rate` of a company is different from the one added by default
+   in Odoo. To update this, navigate to :menuselection:`Payroll app --> Configuration --> Rule
+   Parameters`, then, filter the results by :guilabel:`Mexico: Risk Bonus Rate`, and edit the
+   :guilabel:`Parameter Value`.
+
+.. important::
+   Odoo adds updated rule parameters for the current calendar year. It is **not** recommended to
+   edit rule parameters (other than the four that must be reviewed and updated, listed above)
+   **unless a national or state parameter has changed**, and is different from the rule parameters
+   created by Odoo. Check with all local and national regulations *before* making any changes to
+   rule parameters.
+
+.. _payroll/run_mexico:
+
+Run Mexico payroll
+==================
+
+Before running payroll, the payroll officer must validate employee :doc:`work entries
+<../work_entries>` to confirm pay accuracy and catch errors. This includes checking that all time
+off is approved and any overtime is appropriate.
+
+Work entries sync based on the employee's :doc:`contract <../contracts>` configuration. Odoo pulls
+from the assigned working schedule, attendance records, planning schedule, and approved time off.
+
+Any :ref:`discrepencies or conflicts <payroll/conflicts>` must be resolved, then the work entries
+can be :ref:`regenerated <payroll/regenerate-work-entries>`.
+
+Once everything is correct, draft payslips can be :ref:`created individually <payroll/process>` or
+in :doc:`batches <../batches>`, referred to in the **Payroll** app as *Pay Runs*.
+
+.. image:: mexico/mexico-work-entries.png
+   :alt: The work entries for a pay run, with some time off entered in the work entries.
+
+.. note::
+   To cut down on the payroll officer's time, it is typical to process payslips in batches, either
+   by wage type (fixed salary vs hourly), pay schedule (weekly, bi-weekly, monthly, etc.),
+   department (direct cost vs. administration), or any other grouping that best suits the company.
+
+The process of running payroll includes different actions that need to be executed to ensure that
+the amount withheld for funds and government institutions is correct, the amount that the employee
+receives as their net salary is correct, and the computation of hours worked reflects the employee's
+actual hours worked, among others.
+
+When running a payroll batch, check that the period, company, and employees included are correct
+*before* starting to analyze or validate the data.
+
+Once the payslips are drafted, review them for accuracy. Check the :guilabel:`Worked Days` and
+:guilabel:`Salary Inputs` tabs, and ensure the listed worked time is correct, as well as any other
+inputs. Add any missing inputs, such as commissions, bonuses, and :abbr:`ISR (Impuesto Sobre la
+Renta)` adjustments that are missing.
+
+Next, check the various totals (gross pay, vouchers, IMSS contributions, :abbr:`CEAV (Cesantía en
+Edad Avanzada y Vejez)`, taxes, and gross pay), then click :guilabel:`Compute Sheet` to update the
+salary calculations, if there were edits. If everything is correct, click :guilabel:`Validate`.
+
+.. image:: mexico/check-payslips.png
+   :alt: The worked days tab of a payslip.
+
+Accounting check
+----------------
+
+The accounting process when running payroll has two components: :ref:`creating journal entries
+<payroll/journal-mx>`, and :ref:`registering payments <payroll/register-mx>`.
+
+.. _payroll/journal-mx:
+
+Journal entry creation
+~~~~~~~~~~~~~~~~~~~~~~
+
+After payslips are confirmed and validated, journal entries are posted either individually, or in a
+batch. The journal entry is created first as a draft.
+
+.. important::
+   It must be decided if journal entries are done individually or in batches *before* running
+   payroll.
+
+.. image:: mexico/create-draft-entry.png
+   :alt: All payslips in a draft state.
+
+Twenty-two accounts from the Mexico :abbr:`CoA (Chart of Accounts)` are included with the payroll
+localization:
+
+- :guilabel:`110.01.01 Employment subsidy to apply`
+- :guilabel:`210.02.01 Provision for vacation to pay`
+- :guilabel:`211.01.01 Provision for employer IMSS to pay`
+- :guilabel:`211.02.01 Provision for SAR to pay`
+- :guilabel:`216.01.01 Withholding or income tax for wages and salaries`
+- :guilabel:`216.11.01 IMSS withholding tax`
+- :guilabel:`601.01.01 Wages and salaries`
+- :guilabel:`601.07.01 Holiday Bonus`
+- :guilabel:`601.15.01 Pantry`
+- :guilabel:`601.19.01 Savings fund`
+- :guilabel:`601.26.01 IMSS quota`
+- :guilabel:`601.27.01 Contributions to infonavit`
+- :guilabel:`601.28.01 Contributions to the SAR`
+- :guilabel:`201.01.02 Employee Reimbursement`
+- :guilabel:`205.06.02 Other Various Short-Term Credits (Fonacot)`
+- :guilabel:`210.03.01 Provision for bonus to pay`
+- :guilabel:`210.04.01 Provision for savings fund to pay`
+- :guilabel:`211.03.01 Provision for infonavit to pay`
+- :guilabel:`601.12.01 Bonus`
+- :guilabel:`601.16.02 Transport (gasoline vouchers)`
+- :guilabel:`601.16.01 Transport (support)`
+- :guilabel:`601.74.01 Commissions on sales`
+
+.. note::
+   The :abbr:`CoA (Chart of Accounts)` configuration is done by default when a company is located in
+   Mexico. The account codes and names can be edited to suit the company's needs. If there is no
+   :abbr:`CoA (Chart of Accounts)` account associated with a salary rule (used in a salary
+   structure), Odoo uses the account `Salary Expenses` to create the journal entry, regardless of
+   the nature of the move.
+
+If everything seems correct on the journal entry draft, post the journal entries.
+
+.. image:: mexico/post-entries.png
+   :alt: Journal entries posted.
+
+.. _payroll/register-mx:
+
+Register Payments
+-----------------
+
+After the :ref:`journal entries <payroll/journal-mx>` are validated, Odoo can generate payments.
+
+.. important::
+   To generate payments from payslips,employee's **must** have a *trusted* bank account. If the
+   employee's bank account is *not* marked as `trusted`, CFDI files **cannot** be generated through
+   Odoo.
+
+.. image:: mexico/paid.png
+   :alt: Payslips with a status of paid.
+
+Generate CFDI XML files
+-----------------------
+
+After payslips have bee processed and paid, a :abbr:`CFDI (Comprobante Fiscal Digital por Internet)`
+XML file must be generated, which is then electronically submitted to Mexico's :abbr:`SAT (Servicio
+de Administración Tributaria)`.
+
+To create the :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` file, open the individual
+payslip, and click the :guilabel:`Generate CFDI` button.
+
+Once the file has been created and sent, a record is stored in the chatter.
+
+Close Payroll
+-------------
+
+If there are no errors, payroll is completed for the pay period.
+
+Run Christmas bonus payroll
+===========================
+
+To run the annual Christmas bonus, follow the same workflow for :ref:`regular Mexico payroll
+<payroll/run_mexico>`, using the :guilabel:`Mexico: Christmas Bonus` salary structure.