
CARM resource
CARM Setup Checklist for Canadian Importers
Use this checklist to get your importer account, security bond, and broker delegation ready before CARM blocks your next shipment.
Checklist
Four things to complete before your next commercial import
This list is designed for importers who want to avoid payment holds, missed delegation steps, and slow shipment release caused by incomplete CARM setup.
Step 1
Confirm importer account basics
Verify that your CRA Business Number is active and linked to the correct RM import/export account. Make sure the person handling customs setup has the authority to act for the business.
Step 2
Open and configure the CARM portal account
Create or access your CARM profile, confirm importer details, and set up the team members who will manage statements, payments, and customs relationships.
Step 3
Arrange Release Prior to Payment support
Estimate duty/tax exposure and secure the appropriate surety bond or cash security so your shipments can still move before monthly payment is due.
Step 4
Delegate Ezcustoms as your broker
Broker delegation is the step that allows Ezcustoms to file entries electronically on your behalf once your importer account is active.
FAQ
CARM Setup Checklist FAQ
Clear answers for importers evaluating customs brokerage, CARM compliance, and duty management options in Canada.
What should I have ready before starting CARM setup?
You should have your CRA Business Number, importer RM account details, portal access credentials, estimated monthly duty liability, and internal contact information for whoever will manage customs billing and delegation decisions.
Can Ezcustoms help with CARM even if my shipments enter through different ports in Canada?
Yes. Ezcustoms supports importers across Canada and helps align CARM setup with a national customs brokerage workflow, whether your shipments enter through Vancouver, Toronto, Montreal, Halifax, or other entry points.
Do I still need broker delegation after my CARM account is active?
Yes. Your CARM account must still delegate your customs broker so entries can be filed on your behalf. Ezcustoms can guide you through the delegation setup and confirm it is configured correctly.
Need help getting CARM ready before your next shipment?
Ezcustoms can guide your team through portal setup, security bond planning, and broker delegation so your imports keep moving across Canada.
