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CARM: Information and Resources

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CBSA CARM

What does CARM stand for?: CBSA Assessment and Revenue Management

What is CARM?: The CBSA Assessment and Revenue Management (CARM) project is a multi-year initiative that will modernize how the CBSA assesses imported goods and manages revenue. Once fully implemented, CARM will streamline and automate business processes and offer online self-service tools to help the trade community do business in Canada.

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Countdown to Release 2: October 2023

The Launch of CARM

The CBSA will be launching CARM as follows:

CARM Release 0 – January 18, 2021: The CBSA will move the existing Accounts Receivable Ledger (ARL) system from its current data centre configuration to the more reliable SAP S4/HANA system in preparation for supporting the IT requirements of the new revenue and cash management system.

CARM Release 1 – May 25, 2021: The CBSA will provide current clients (Importers, customs brokers and trade consultants) with the ability to sign up on the CARM Client Portal to create, view, and manage their accounts, make payments, file advanced ruling requests, delegate access to customs brokers online and otherwise become familiar with CARM self-serve options.

CARM Release 2 – October 2023: The CBSA will replace the current B3 (customs coding form) and B2 (adjustment request) forms and related processes with a new electronic declaration form, called the Commercial Accounting Declaration (CAD). Changes to the billing cycle will be introduced to harmonize the payment due dates for all transactions and simplify the ways account information can be corrected and adjusted. In addition, changes to the Release Prior to Payment Program will be introduced whereby importers interested in participating in the program will be asked to post financial security directly, with various online options.

Benefits of CARM:

  • Simplifies the importing process
  • Reduces the cost of importing into Canada
  • Includes a CARM Client Portal that provides importers and customs brokers self-service access to information
  • Provides a user-friendly online interface for importing goods into Canada
  • Facilitates and improves consistency of compliance with trade rules

Key Features and Functions of CARM:

  • Financial Security
  • CARM Client Portal (CCP) – User Roles and Registration
  • Delegation of Authority – Client and Employee Group Delegation
  • Commercial Accounting Declaration (CAD)
  • C-Type / V-Type / F-Type Entries, HVS/LVS Entries, Temporary and Bonded Warehouse Entries
  • Corrections & Adjustments, Pre-CARM Adjustments, Mass Adjustments
  • Daily Notice (DN)
  • Statements of Account (SOA), Customs Broker Summary Statement (CBSS)

Learn more

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 Farrow’s CARM Toolkit

Farrow has put together a 12-page document to help you prepare for CARM!

  • Section 1: Overview
  • Section 2: Timeline
  • Section 3: Prepare
    • What you will need
    • How to prepare
    • What you need to know
    • CARM Client Portal Registration
  • Section 4: FAQ
  • Section 5: Financial Security

Click to downloadExplore your FAQs

CARM Resources

Everything you need to know about the CARM Client Portal, how to get started and what's next!

Set up a delegation of authority for a third party

Learn how to access the delegation of authority page within the portal and, the process for delegating authority to a third party.

Click here

How to link a user account to a business account

Learn the steps for a Business Account Manager to set up their business account, and the steps for an employee to request access to their business account in the CARM Client Portal.

Click here

How to create login credentials and a user account

Learn how to create a GCKey or use a Sign-In Partner to access the CCP for the first time, how to create a personal profile, enable emails notifications and login a returning user.

Click here

How to set up a delegation of authority

Learn how to access the delegation of authority page within the portal and the process for delegating authority to an employee.

Click here

How to upload a document to the CARM Client Portal

Learn how to upload a document to the CARM Client Portal and how to attach documents to a case or a ruling in the CARM Client Portal.

Click here

How to look up your rulings records in the CCP

Learn where to access the list of rulings, how to sort the list of rulings, how to search for rulings using filters and more!

Click here

How to look up Published Rulings in CCP

Learn how to navigate to the list of published rulings, how to search and filter this list and more!

Click here

How to View Financial Information and history

Learn how financial information is shown in the CCP, how to access and view your Statement Of Account, how to view your Transaction History and more!

Click here

How to make a payment by credit card

Learn general information about payments and balances in the CARM Client Portal, how to make a payment using a credit card and how to confirm your payment.

Click here

How to Make a Payment by Interac Online

Learn general information about payments and balances in the CARM Client Portal, how to make a payment using Interac® Online, and how to confirm your payment.

Click here

How to Set Up Pre-Authorized Debit

Learn general information about payments and balances in the CARM Client Portal, how to set up pre-authorized debit, how to manage your PAD agreements and how to confirm your payments.

Click here

How to use the Duties and Taxes Calculator

Learn how to access and use the duties and taxes calculator and how to access and use the classification tool.

Click here

Delegation of Authority

Explore the steps to delegate access to a business account.

Click here

CARM Client Portal Flowchart

Check out the CCP journey from start to finish, including user roles and questions to consider.

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Prepare for CARM Checklist

Prepare for CARM Release 1 and 2 with this downloadable checklist!

Click here

CARM Fact Sheet: Financial Security

Explore the changes to financial security for Release Prior to Payment (RPP), which comes into effect with CARM Release 2.

Click here

Glossary of Terms

Abbreviations and definitions for all terms related to CARM.

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Top 10 Reasons Why

Top 10 Reasons your broker needs access to your CARM Client Portal (CCP).

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Fact Sheet: CARM Client Portal (CCP)

Learn about Financial Security, obtaining a Surety Bond and monitoring Account Security.

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Implementation Timeline

Explore CARM implementation timeline, including capabilities and features of R1 and R2.

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CARM Client Portal Access Notice

Farrow would like to take this opportunity to remind our clients that the CARM Client Portal is now accessible to all importers.

Click here

Have you Registered for CARM? Info Sheet

Have you registered for CARM? Find out how to GET STARTED and WHAT'S NEXT!

Click here

CARM Release 2 – $10M Cap Clarification

CARM Release 2: The maximum bond of $10M applies to surety bonds secured for all RM (BN15) accounts associated with the BN9 business account. 

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Declaration of Authority - MUSH Accounts

The CBSA is aware of the issues concerning the delegations of authority required when dealing with MUSH (Municipal-University-School-Hospital).

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CARM Experience Simulation Update

The CBSA has provided an update on the CARM Experience Simulation.

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CARM Release 2 Update

The CBSA announces October 2023 as the updated target implementation date for CARM Release 2!

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Register for CARM Client Portal Webinars

CBSA to deliver monthly webinars to support Trade Chain Partners (TCPs) onboard and learn more about the CARM Client Portal.

Click here

CARM Client Portal Onboarding

Review the CARM Client Portal onboarding process!

Click here

Delegation of Authority

Learn about the Delegation of Authority, it's benefits, key steps to delegate access to a business account, and more!

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Billing Cycles

Learn about the billing cycle changes that will come into effect with Release 2!

Click here

Accounting Declaration

Explore the Commercial Accounting Declaration that will come into effect with Release 2.

Click here

Partner Personas and Guide

Explore a detailed summary of what a persona is and how you can use it to better understand CARM.

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CARM Information Package

See how you can help your clients with their CARM journey.

Click here

Onboarding Guide for Importers

Your roadmap to Release 1!

Click here

Importing Guide into Canada

Key information about the implementation of the CBSA Assessment and Revenue Management (CARM) project, and where to go for more information.

Click here

CARM Infograph

An infograph showing the importing process, how CARM will benefit the trade community and the key to CARM success.

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Registering a Business on the CARM Client Portal

Explore this hands-on guidebook to help you register a business with CARM.

Click here

CARM Experience Simulation

The CBSA is creating a CARM experience simulation and invites the trade community to immerse themselves.

Click here

Customs/Release Prior to Payment Bond Checklist

Changes will soon be implemented by the CBSA as it pertains to the collection of duties and taxes for commercial goods imported into Canada.

Click here

CARM Quarterly - Vol. 1-6

A newsletter for trade chain partners

Click here

Watch our CARM Webinar!

On April 30th 2021, Farrow hosted a webinar: CARM – A Primer. If you missed it, don’t panic! We have you covered! Download and watch our free webinar on-demand. 

Topics we cover:

  • CARM: An overview
  • What is a bond
  • Timeline
  • How does a bond differ from insurance
  • The CARM Client portal (CCP)
  • What is required to qualify for a bond
  • Roles & Responsibilities
  • What do I need to know to prepare
  • Registration (on the CARM Client Portal)
  • The role of the custom broker – trusted service advisor

WATCH NOWReview webinar Q&A

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