Receive the requirements summary and transaction type
Capture the product, transaction, origin, destination, and business questions to define the consultation scope.
WorkflowTRD Service Workflow
Customs Consultation Workflow
A consultation process to understand customs issues and determine the next transaction-preparation steps.
Workflow
From first review to closing record
6 coordinated stages. Timing and scope depend on the goods, documents and authority requirements.
Review initial documents and product context
Review the initial commercial, technical, and shipping documents supplied for the discussion.
Identify customs issues and areas requiring clarification
Identify classification, valuation, licensing, customs procedure, or documentation issues that require clarification.
Discuss process options and coordination requirements
Discuss practical process options, responsible parties, and any external coordination required.
Prepare consultation notes and follow-up actions
Record the key findings, open questions, supporting documents, and recommended next actions.
Deliver the consultation summary
Provide the consultation summary and confirm the agreed follow-up responsibilities.
Next step
Contact TRDStart with a Requirements Review
Share the goods description, origin and destination countries, timeline, and available documents so TRD can determine the appropriate workflow.