| 1 | Product Description | Describe the goods precisely, including material, function, model, and intended use. | Product specification, photographs, model number, quantity, unit value, and net and gross weight. | Exporter and importer | Confirm the description before requesting a freight quotation. | A vague description may cause classification delays, inspection, or incorrect duty calculation. |
| 2 | Product Eligibility | Check whether the goods are prohibited, restricted, regulated, or subject to special handling. | Material composition, battery details, chemical information, safety data sheet, or product certificates when applicable. | Exporter, importer, and customs broker | Complete the compliance review before cargo pickup. | Hazardous goods, food, cosmetics, medical products, animal products, and wireless equipment may require additional controls. |
| 3 | HTS Classification | Assign the correct United States Harmonized Tariff Schedule classification. | Proposed HTS code, product composition, technical specifications, and country of origin. | Importer of record or licensed customs broker | Verify the code against the current tariff schedule before shipment. | An incorrect code can affect duty, admissibility, marking, and reporting obligations. |
| 4 | Country of Origin | Identify where the goods were manufactured or substantially transformed. | Manufacturer declaration, production details, and origin statement. | Exporter and importer | Confirm origin before preparing the commercial invoice and marking. | Incorrect origin information may result in additional duty exposure or customs penalties. |
| 5 | Importer of Record | Identify the party legally responsible for entry accuracy, compliance, duties, and taxes. | Legal name, U.S. address, tax identification details, and customs authorization. | U.S. buyer or designated importing entity | Confirm the importer before booking the shipment. | DDP does not remove the need to identify a compliant importer of record. |
| 6 | Customs Power of Attorney | Authorize the customs broker to prepare and submit entry documents when required. | Signed customs power of attorney and importer verification information. | Importer of record and customs broker | Complete authorization before cargo arrival. | Missing or incomplete authorization may prevent the broker from filing the entry. |
| 7 | Commercial Invoice | Provide a complete and consistent customs value declaration. | Seller and buyer details, invoice number, currency, Incoterm, item values, quantity, origin, and payment terms. | Exporter | Compare invoice data with the purchase order and packing list. | Inconsistent values or missing terms can lead to customs queries and clearance delays. |
| 8 | Packing List | Match the physical shipment with the declared cargo details. | Carton count, package dimensions, marks, item quantity, net weight, and gross weight. | Exporter | Check the final packing list before loading. | Weight, carton, or quantity differences may trigger remeasurement or inspection. |
| 9 | Freight and Delivery Scope | Define exactly what the DDP quotation includes from origin pickup to final delivery. | Origin address, destination address, transport mode, transit estimate, delivery appointment, and surcharge terms. | Exporter, buyer, and logistics provider | Obtain a written door-to-door service scope. | Residential delivery, remote areas, storage, demurrage, liftgate service, and re-delivery may be excluded unless stated. |
| 10 | Duty and Tax Estimate | Confirm whether the quoted price includes customs duty, merchandise processing fees, and other applicable government charges. | HTS code, customs value, origin, shipment value, transport cost, and applicable regulatory information. | Customs broker or logistics provider | Request a written breakdown and validity period for the estimate. | The final amount may change after customs review, valuation, classification, or inspection. |
| 11 | Entry and Security Filing | Use the correct filing process for the selected transport mode. | Entry data, bill of lading or air waybill, importer details, and advance cargo information where applicable. | Customs broker, carrier, and importer | Confirm filing responsibility and deadlines before departure. | Late or inaccurate filings can result in penalties, holds, or additional handling costs. |
| 12 | Customs Bond | Determine whether a single-entry or continuous customs bond is required for the import entry. | Bond type, entry value, importer details, and broker instructions. | Importer of record and customs broker | Arrange the bond before customs entry submission. | A missing or insufficient bond may delay release of the shipment. |
| 13 | Regulatory Agency Review | Identify permits, registrations, labeling, testing, or prior notices required for the product category. | Permits, product registration, compliance certificates, labels, test reports, or prior-notice records when applicable. | Importer and relevant government agency | Complete agency review before export. | Customs clearance may be suspended if agency requirements are not satisfied. |
| 14 | Insurance and Liability | Confirm whether cargo insurance is included and define the claims procedure. | Coverage limit, exclusions, deductible, claim documents, and notice period. | Buyer and logistics provider | Review coverage before cargo handover. | Carrier liability may be limited and may not equal the full commercial value of the goods. |
| 15 | Final Delivery and Records | Confirm delivery appointment, proof of delivery, and retention of import records. | Delivery address, contact details, receiving hours, proof of delivery, entry summary, and duty payment record. | Buyer, carrier, and importer of record | Reconcile delivery and customs documents after receipt. | Incomplete records can make audits, claims, returns, and future shipments more difficult. |