Post actualizado el día September 29, 2026 by DeiviSanzPlay
How to Check if You Have a Balance in Your Favor with the SAT (2025) – Complete Guide
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Did you know that the SAT could have money in your favor without you knowing it? Many taxpayers have balances pending from refunds, withholdings, or previous tax returns. In this practical guide, I explain how to verify it step by step, without complications.
<a href="https://www.chusmeando.com/preguntas-y-respuestas/actualizar-tu-rfc-en-el-sat-2025-te-explicamos-el-proceso-en-linea-con-curp-en-ciber-o-presencial-consulta-imprime-y-verifica-tu-rfc-facilmente/” title=”🧾 ¿Cómo actualizar mi RFC en el SAT? [Guía 2025 paso a paso]”>How do I check my balance in my favor with the SAT?
The most direct method is through the Taxpayer Portal. You will need your RFC and password (or e.firma). If you don’t have an account, registration is quick and essential for any tax procedure.
Once inside, go to the “My refunds” or “Balances in favor” section. Any available remainder will appear there. If you don’t see anything, don’t despair: sometimes the system takes time to update.
It’s important to review your previous tax returns, especially if you filed provisional payments or withholdings. These can generate balances in your favor that are not reflected immediately.
If you have doubts, the portal includes a “Tax history” option where you can track recent movements. Remember that the SAT doesn’t always notify you when there is money pending.
Steps to review pending balances in 2025
Prefer something faster? The SAT app (available for iOS and Android) is an excellent alternative. Just log in and look for the “Balance inquiry” option.
Another way is by reviewing your Annual Tax Return. If filing it resulted in a balance in your favor, the SAT keeps it until you claim it. Many people don’t realize this because they don’t review their final tax return.
Did you have withholdings greater than what was owed? That could mean a balance in your favor. Don’t leave it forgotten: the money doesn’t generate interest while it’s in the SAT’s hands.
If you use an accountant, ask them to check for you. Sometimes they detect balances that go unnoticed, especially in cases of deductions or tax credits.
Alternative methods: inquiry by phone or office
If you don’t feel comfortable with the online options, you can call the Taxpayer Assistance Service (SAT) at 55 627 22 728. Have your RFC and CURP on hand, as they may ask for additional information to verify your identity.
Another option is to visit an SAT office. Bring official identification and proof of address. An advisor can confirm if there is a pending balance and guide you through the refund process.
In some cases, the SAT sends notices by mail or through the tax mailbox, but don’t rely on that alone. Many notifications get lost or arrive late.
If you have an authorized legal representative, they can also make the inquiry for you. Just make sure they have your documents in order.
What to do if I have a balance in my favor? Refund request
Once your balance is confirmed, you can request the refund directly in the Taxpayer Portal. The process usually takes between 5 and 20 business days, depending on the amount and verification.
Make sure your bank account is up to date in the system. If it’s not registered, the refund will be delayed. You can update it in the “General data” section.
If the balance is small, the SAT sometimes applies it automatically to your next tax return. But if it’s a significant amount, it’s better to request the transfer.
Remember that there is no deadline to claim it, but the sooner you do it, the better. The money doesn’t disappear, but it doesn’t work for you while it waits either.
Conclusion
Checking if you have a balance in your favor with the SAT is simple and takes less than 10 minutes. Whether online, by phone, or in person, it’s worth reviewing at least once a year.
If you discover there is money pending, don’t leave it there. Request the refund and use it however suits you best.
Have you already checked your balance? Tell me in the comments if you found anything!
Bonus: Common mistakes when checking balances
❌ Not updating bank details → The refund is delayed.
❌ Relying only on notifications → The SAT doesn’t always notify you.
❌ Forgetting previous tax returns → Balances can come from past years.
