Get balance sheet metric

Returns the taxpayer balance sheet organized in a tree of categories.

The structure of the category tree changes according to:

  • The tax regime.
  • The year format (the year when SAT changes the structure, i.e., a breaking change)

Today the possibilities of tax regimes values can be:

  • 601 (Personas Morales)
  • 612 (PFAE/Personas Físicas con Actividades Empresariales y Profesionales)

The year formats available are:

  • 2014 - the data is extracted from annual tax returns transcript PDFs.
  • 2022 - the data is extracted from annual tax returns financial statements XLSXs

Notes:

  • The Comment field in the response body refers to the content of the Nota column in the XLSX.
  • The 2021 data may be extracted from the 2022 document (in 2022 format).
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