U.S. import estimate preparation checklist
Prepare one product line at a time. Keep unknowns visible and attach the evidence behind each input before comparing prices or using an estimate.
Reviewed October 5, 2026
Download checklist (.txt)Product and classification
- Product description, function, materials, construction and technical sheet.
- Candidate U.S. HTS code, relevant notes and broker confirmation; ruling reference if applicable.
Origin and preferences
- Actual manufacturing origin, recorded separately from shipping country.
- Evidence for any trade-preference claim; identify unresolved eligibility questions.
Value and quantity
- Total customs value of the goods covered, with valuation adjustments documented.
- Invoice and separately identified freight/insurance charges; do not assume FOB equals final customs value.
- Required units and quantities for this tariff line; distinguish goods weight from freight chargeable weight.
Entry and transport
- Planned entry date and transport mode, including whether the estimate assumptions match the broker quote.
- Importer of record and broker responsibilities; quote scope and validity.
Reconcile the estimate
- Finish all inputs, then press Calculate manually.
- Save the total, lines, tariff release, sources and warnings together.
- Mark unknown amounts as unresolved; budget unmodeled AD/CVD exposure and other contingencies separately.
- Add freight, insurance, brokerage and logistics only once; confirm the final entry with the broker.
This is a preparation aid, not a customs filing, classification ruling or certificate of origin. It does not replace product-specific due diligence.