What CARM is and why it matters
CARM (CBSA Assessment and Revenue Management) is the CBSA’s program that modernizes how duties and taxes are assessed, invoiced, and paid. It shifts key responsibilities to importers through the CARM Client Portal—making accurate account setup, delegation, and statement review essential to avoid clearance delays and compliance issues.
If you’re unsure whether your portal setup, delegation, or reconciliation process is ready, email us and we’ll help you confirm requirements and take the next steps.
CARM support
CARM support for importers
The CBSA Assessment and Revenue Management (CARM) program changes how duties and taxes are assessed, invoiced, and paid. Importers are expected to manage key account activities in the CARM Client Portal and maintain accurate importer information and authorizations.
What’s required
- Register and maintain your importer profile in the CARM Client Portal
- Set up internal users and assign roles/permissions
- Authorize your customs broker and other third parties (delegation)
- Review statements and keep records organized for reconciliation
- Manage duty/tax payments and address post-release adjustments when needed
How we help
- Guide your team through portal setup, roles, and access controls
- Support delegation/authorization so we can act on your behalf where applicable
- Help review statements and build a repeatable reconciliation process
- Provide practical guidance for payments, corrections, and documentation readiness
- Train internal stakeholders (finance, operations, compliance) on day-to-day workflows
What we help with
We support importers with account setup, access delegation, portal workflows, statement review, and post-release activities—so your team can operate confidently and stay aligned with CBSA requirements.
- CARM onboarding & account setup support
- RM (Release on Minimum Documentation) readiness
- Importer portal guidance
- Delegation/authorization support
- Statement of account review & reconciliation
CARM services
CARM onboarding & account setup
Support with registration steps, business information alignment, and getting your account ready for day-to-day use.
RM readiness
Readiness checks and process guidance to support RM workflows, documentation expectations, and operational consistency.
Importer portal guidance
Walkthroughs for key portal tasks, roles, and common workflows to reduce delays and rework.
Delegation & authorization
Support with setting up and maintaining delegated access so the right people can act on your account.
Statement review & reconciliation
Review and reconciliation support to help you understand statements and identify items requiring follow-up.
Duty/tax payment guidance
Guidance on payment timing, processes, and internal coordination to help avoid missed deadlines and penalties.
Post-release corrections & adjustments
Support with identifying issues and preparing the information needed for post-release corrections and adjustments.
Compliance documentation support
Documentation support to help you maintain organized records and respond efficiently to internal or external requests.
Training for internal teams
Role-based training to help your team understand responsibilities, workflows, and common pitfalls.
Need help with CARM?
Email us and we’ll respond with next steps and the information we need to support your account.