Prepare an individual's annual tax return in Mexico (declaración anual de personas físicas): whether filing is required, the access credentials, the documents, personal deductions and their rules, and how a refund is requested. Use when asked tengo que presentar declaración anual, cómo hago mi declaración ante el SAT, qué puedo deducir, cómo pido mi saldo a favor, or help me prepare my Mexican tax return as an employee. Produces a filing verdict, a credentials and documents checklist, a deductions worksheet with the invoice and payment rules, a pre-filled data review list and a refund checklist. Preparation help, not tax advice.
“Soy asalariado y tuve dos patrones este año. ¿Tengo que declarar?”“¿Qué gastos médicos puedo deducir y qué necesito?”“How do I get my saldo a favor from the SAT?”“Arma mi checklist para la declaración anual.”“Run this skill in your browser: https://mohitagw15856.github.io/pm-claude-skills/skill/mx-declaracion-anual-prep.html”
What to give it
▸Tax year and tax regime — salaries, professional services, rental, business, simplified trust regime, interest, other
▸Number of employers in the year and whether — employment ended before December
▸Approximate annual income
▸Personal deductible spending — medical, dental, psychological and nutrition services, hospital, optical lenses, funeral costs, donations, mortgage interest, voluntary retirement contributions, medical insurance premiums, school transport, tuition
▸How each was paid and whether a digital invoice — (CFDI) exists in the person's tax ID
▸Bank account in the person's name for a — refund
▸Whether the electronic signature is current
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓The filing verdict names the trigger
✓Every deduction row checks invoice, tax ID and payment method
✓The general cap is compared, and items outside it are separated
✓No amount, cap or date is asserted as current without a verify note
✓The refund account conditions are listed
⚠️ What it refuses to do
**Do not list deductions paid in cash** where electronic payment is required.
**Do not accept pre-filled income unchecked.**
**Do not state the year's caps from memory.**
**Do not suggest deducting invoices issued to another person's tax ID.**
**Do not cover business or complex regimes** without referring to an accountant.
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y -p pm-claude-skills pm-claude-skills-mcp