New Canadian importers need to: (1) get a CRA Business Number with import account, (2) register with CBSA as importer of record, (3) enroll in CARM Client Portal, (4) engage a customs broker if needed, (5) verify HTS classification on planned imports, (6) set up USMCA / CUSMA documentation processes, (7) establish recordkeeping and surtax compliance.
This guide covers Canadian Importer Setup Checklist.
For SMB importers, the practical implementation depends on volume, sector, and forward-pricing decisions.
CRA Business Number with import account
First step. Request through CRA. Required before any importing activity.
CBSA importer registration
Implicit in import account setup. CBSA establishes importer-of-record under your Business Number.
CARM Client Portal enrollment
Mandatory. 4-8 week project. Security, payment authorization, broker linkage.
Operational setup
Broker engagement (if used), HTS classification verification, USMCA documentation, recordkeeping system.
Frequently asked questions
When does this apply?
See the section above on scope. Most relevant for SMB importers with cross-border or FTA-related operations.
What documentation is required?
Standard CBP Form 7501, supplier certificates where origin is claimed, BOM analysis for complex products. We review documentation as part of typical engagements.
How long does this take?
Simple cases 1-2 weeks; complex cases 4-12 weeks. Most engagements run 2-6 weeks.
What does this cost?
Initial assessment $3,500-$8,500 fixed-fee. Ongoing retainer $2,000-$6,000/month for active operations.
How do I get started?
Book a 15-minute scoping call. We confirm fit and scope before any engagement letter.
Get started
Book a 15-minute scoping call to discuss your situation.