Decision Guides · Documents & Compliance

Customs Document Pack

Confirm the customs pack is complete, consistent, and admissible before the broker files at destination.

Stage 1 of 4Assemble the core commercial pack

For: An importer, exporter, or trade-ops owner assembling the documents needed to clear a shipment through customs without hold or refusal.

Use when: A shipment is booked or in transit and you need to confirm the customs pack is complete, consistent, and admissible at destination.

Stop triggers
  • HS code can't be confirmed against the destination tariff.
  • A mandatory certificate (origin, phyto, health, halal) is missing or expired.
  • Documents contradict each other on value, quantity, or origin.
  • Country-of-origin marking on the goods doesn't match the paperwork.
  • Preferential-origin claim can't be evidenced by the exporter.

  • Match invoice, packing list, and transport doc
  • Reconcile quantity, weight, and value
  • Check currency, Incoterm, and named place
  • Note any assist, royalty, or discount
G1Decision gate

· Commercial consistency

Do the commercial and transport documents agree?

GoQuantity, weight, value, currency, and Incoterm reconcile end-to-end.

HoldA minor mismatch — reissue before filing.

StopDocuments contradict on value or origin.

G2Decision gate

· Classification

Is the tariff position defensible?

GoHS code confirmed and duty, VAT, and any anti-dumping duty documented.

HoldBorderline classification — get a ruling or broker sign-off.

StopHS code can't be confirmed in the destination tariff.

G3Decision gate

· Certificates

Are all required certificates issued and consistent?

GoEvery certificate is issued, valid to arrival, and matches the goods.

HoldA certificate is pending — don't file yet.

StopA mandatory certificate can't be obtained.

Final decision

· Ready to file

Can the broker file cleanly?

GoBroker briefed and pack complete — FILE.

HoldOne question outstanding — resolve first.

StopPack is materially incomplete — DON'T FILE.

Common mistakes
  • 1Filing on the supplier's HS code without checking the destination tariff.
  • 2Missing an assist or royalty in the customs value.
  • 3Origin marking on the goods contradicting the certificate of origin.
  • 4Certificate expiring between filing and arrival.
  • 5Handing the broker a folder they have to reconcile themselves.
Worked example Consistency

The invoice said 1,000 cartons. The B/L said 1,020.

  • Invoice cartons1,000
  • Packing list cartons1,020
  • B/L cartons1,020
  • Value on invoice€ 24,000
  • Value implied by cartons × unit€ 24,480
  • Origin certificate quantity1,000
Decision: HOLD — reissue the invoice and origin certificate at the true 1,020 before the broker files, or destination will query the value.

Decision record

Record your outcome — a static, no-login summary you can copy, print, or screenshot.

Doc reconciliation
Qty / value / origin match
HS code + duty
Confirmed in destination tariff
Certificates issued
Origin, phyto, health, etc.
Broker briefed
(y/n) + reference
Decision
FILE / HOLD / DON'T FILE
Pack stored
Location + shipment ref

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