Mexico-specific financial tool · 2026 assumptions
Five-UMA SOFIPO Threshold Calculator
Check an illustrative SOFIPO balance against Mexico's 2026 five-UMA annual threshold. The threshold and withholding assumptions are specific to Mexican tax rules.
- Exemption status
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- Balance within five UMA
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- Balance above the threshold
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- Estimated provisional withholding
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How the five-UMA threshold is represented
The page separates the balance up to the five-UMA threshold from the excess and displays the calculator's provisional-withholding estimate. The statutory exemption applies to eligible interest under Mexican law; this tool is informational and does not determine an individual tax bill.
The 2026 five-UMA annual threshold is 213,973.20 MXN. The exemption in Mexican law applies to qualifying interest; this illustration shows the balance split and the generator's provisional-withholding estimate.