> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contafy.com.mx/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile setup

> Create and configure RFC profiles to manage multiple businesses in Contafy

Profiles in Contafy represent individual tax entities (RFCs) that you manage. Each profile can track invoices, expenses, and reports separately.

## Understanding profiles

A **profile** in Contafy represents a Mexican tax entity with:

* **RFC** (Registro Federal de Contribuyentes): The unique tax ID
* **Nombre or Razón Social**: Business or individual name
* **Tipo de Persona**: Persona Física (individual) or Persona Moral (corporation)
* **Regímenes Fiscales**: Tax regimes applicable to this RFC
* **Validation settings**: Rules for invoice and expense validation

### Profile limits by plan

Your subscription plan determines how many profiles you can create:

* **FREE**: 1 profile
* **STARTER**: 3 profiles
* **PROFESSIONAL**: 10 profiles
* **ENTERPRISE**: Unlimited profiles

<Note>
  The system will display your remaining profile limit when creating new profiles. Frozen profiles still count toward your limit.
</Note>

## Creating your first profile

When you first log in, you'll be prompted to create your initial RFC profile.

<Steps>
  <Step title="Navigate to profile setup">
    After logging in, you'll be automatically redirected to `/dashboard/setup` if you don't have any profiles yet.
  </Step>

  <Step title="Select the tipo de persona">
    Choose the entity type:

    * **Persona Física**: For individuals, freelancers, or sole proprietors
    * **Persona Moral**: For corporations, LLCs, or other business entities

    Click on the appropriate card to select it.
  </Step>

  <Step title="Enter the nombre or razón social">
    Provide the full legal name:

    * For Persona Física: Your full name (e.g., "Juan Pérez García")
    * For Persona Moral: The legal business name (e.g., "Empresa S.A. de C.V.")

    This name will appear on reports and throughout the platform.
  </Step>

  <Step title="Enter the RFC">
    Input your 12 or 13-character RFC (tax ID):

    * The format is automatically validated
    * Letters are automatically converted to uppercase
    * Include the homoclave (verification digits)

    Example: `ABCD123456XYZ`

    <Tip>
      Don't know your RFC? Click "¿No sabes tu RFC?" to visit the SAT website where you can look it up using your CURP.
    </Tip>
  </Step>

  <Step title="Click 'Crear perfil'">
    Submit the form to create your profile. You'll be redirected to the dashboard where you can start uploading invoices.
  </Step>
</Steps>

<Warning>
  Ensure your RFC is correct before creating the profile. While you can edit profiles later, changing the RFC may affect historical data and validations.
</Warning>

## Adding additional profiles

If you manage multiple businesses or RFCs, you can create additional profiles.

<Steps>
  <Step title="Go to the setup page">
    Click your user menu in the top right and select "Configuración" or navigate to `/dashboard/setup`.
  </Step>

  <Step title="Navigate to the Profiles tab">
    Click on the "Perfiles" tab to view your existing profiles.
  </Step>

  <Step title="Click 'Agregar perfil'">
    If you haven't reached your plan limit, click the "Agregar perfil" button.
  </Step>

  <Step title="Fill out the profile form">
    Follow the same steps as creating your first profile: select tipo de persona, enter nombre, and provide the RFC.
  </Step>

  <Step title="Submit the form">
    Click "Crear perfil" to add the new RFC profile to your account.
  </Step>
</Steps>

<Note>
  If you've reached your profile limit, you'll see an alert with an option to upgrade your plan. Click "Actualizar a \[PLAN]" to increase your limit.
</Note>

## Configuring profile settings

After creating a profile, you can configure advanced settings.

### Regímenes fiscales

Add the tax regimes that apply to this RFC:

<Steps>
  <Step title="Open profile settings">
    From the Profiles tab, click the "Editar" button on the profile you want to configure.
  </Step>

  <Step title="Scroll to 'Regímenes fiscales'">
    This section lists all available SAT tax regimes.
  </Step>

  <Step title="Select applicable regimes">
    Check the boxes for each tax regime that applies to this RFC. Common regimes include:

    * **601**: General de Ley Personas Morales
    * **612**: Personas Físicas con Actividades Empresariales
    * **605**: Sueldos y Salarios e Ingresos Asimilados a Salarios
    * **626**: Régimen Simplificado de Confianza
  </Step>

  <Step title="Save changes">
    Click "Guardar" to update the profile's tax regimes.
  </Step>
</Steps>

<Tip>
  Configuring tax regimes enables automatic validation of invoices. The system will warn you if an invoice doesn't match the expected régimen fiscal.
</Tip>

### Validation settings

Customize how strictly Contafy validates invoices and expenses for this profile:

| Setting                             | Description                                                 | Default  |
| ----------------------------------- | ----------------------------------------------------------- | -------- |
| **Validar RFC Ingresos**            | Check that invoice receptor RFC matches this profile's RFC  | Enabled  |
| **Validar RFC Gastos**              | Check that expense emisor RFC matches this profile's RFC    | Enabled  |
| **Validar Régimen Fiscal**          | Verify invoice régimen matches profile's configured regimes | Enabled  |
| **Validar UUID Duplicado**          | Reject invoices with duplicate UUIDs                        | Enabled  |
| **Bloquear si RFC no coincide**     | Block upload if RFC doesn't match                           | Disabled |
| **Bloquear si régimen no coincide** | Block upload if régimen is invalid                          | Disabled |

<Steps>
  <Step title="Open validation settings">
    In the profile edit form, scroll to "Validaciones habilitadas".
  </Step>

  <Step title="Toggle validation rules">
    Use the switches to enable or disable each validation rule based on your needs.
  </Step>

  <Step title="Save changes">
    Click "Guardar" to apply the new validation settings.
  </Step>
</Steps>

<Warning>
  Disabling validations can allow incorrect or invalid data into your system. Only disable validations if you understand the implications.
</Warning>

## Managing profiles

### Viewing profile list

All your profiles are visible in the setup page under the "Perfiles" tab. Each profile card shows:

* Profile name and RFC
* Tipo de persona (Física/Moral)
* Creation date
* Status (Active/Frozen)
* Quick actions (Edit/Delete)

### Editing a profile

<Steps>
  <Step title="Go to the Profiles tab">
    Navigate to `/dashboard/setup` and click "Perfiles".
  </Step>

  <Step title="Click 'Editar' on the profile">
    Find the profile you want to modify and click the "Editar" button.
  </Step>

  <Step title="Update the fields">
    You can change:

    * Nombre/Razón Social
    * RFC (with caution)
    * Regímenes fiscales
    * Validation settings
  </Step>

  <Step title="Save changes">
    Click "Guardar" to apply your updates.
  </Step>
</Steps>

### Deleting a profile

<Warning>
  Deleting a profile is permanent and will remove all associated invoices, expenses, and reports. This action cannot be undone.
</Warning>

<Steps>
  <Step title="Open the profile list">
    Go to `/dashboard/setup` → "Perfiles" tab.
  </Step>

  <Step title="Click 'Eliminar' on the profile">
    Find the profile you want to remove and click the "Eliminar" button.
  </Step>

  <Step title="Confirm deletion">
    Type "ELIMINAR" in the confirmation dialog to verify you want to delete the profile and all its data.
  </Step>

  <Step title="Submit confirmation">
    Click "Eliminar" to permanently delete the profile.
  </Step>
</Steps>

## Frozen profiles

Profiles can be frozen when:

* You've exceeded your plan's profile limit
* There's a payment issue with your subscription
* Manual suspension by administrators

### What happens when a profile is frozen?

* You **cannot** upload new invoices or expenses
* You **can** view existing data and reports
* You **can** export historical data
* The profile counts toward your plan limit

### Unfreezing a profile

To unfreeze a profile:

1. Resolve the underlying issue (upgrade plan, update payment method, etc.)
2. Contact support if the profile remains frozen after resolving the issue
3. The system will automatically unfreeze profiles when conditions are met

<Note>
  Profiles frozen due to plan limits will automatically unfreeze when you upgrade to a higher plan.
</Note>

## Switching between profiles

When viewing invoices, expenses, or reports, you can filter by profile:

1. Look for the profile selector dropdown in the page header
2. Select a specific profile or choose "Todos" to view all profiles
3. The page will refresh to show data for the selected profile

<Tip>
  Contafy remembers your last selected profile. When you return to the invoices or expenses page, you'll see the same profile you were viewing before.
</Tip>

## Troubleshooting

### "RFC inválido"

The RFC format is incorrect. Ensure you:

* Include all 12 or 13 characters
* Use only uppercase letters and numbers
* Include the homoclave
* Follow the pattern: `[A-ZÑ&]{3,4}[0-9]{6}[A-Z0-9]{3}`

### "Límite de perfiles alcanzado"

You've reached your plan's profile limit. To create more profiles:

1. Delete unused profiles, or
2. Upgrade to a higher plan with more profile slots

### "Este RFC ya existe"

You already have a profile with this RFC. Each RFC can only have one profile per user account.

## Next steps

<CardGroup cols={2}>
  <Card title="Upload invoices" icon="file-invoice" href="/guides/uploading-invoices">
    Start uploading CFDI XML files to your profile
  </Card>

  <Card title="Manage expenses" icon="receipt" href="/guides/managing-expenses">
    Track business expenses and validate CFDIs
  </Card>
</CardGroup>