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CARM: Information and Resources

Home CARM: Information and Resources

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: May 13th, 2024

The Launch of CARM Release 2: May 13th, 2024 (Expected blackout period: April 26th-May 12th)

On , CARM will become the official system of record for the collection of duties and taxes, which will introduce:

  • changes to the Release Prior to Payment (RPP) program
  • electronic commercial accounting declarations that you can correct and adjust
  • harmonized billing cycles
  • new offsetting options
  • electronic management of appeals and compliance actions
  • the ability to register for a Business Number (BN9)
  • enrolment in various CBSA commercial programs

Note: As of May 2024, registering for an importer or exporter account (RM) will only be available via the CARM Client Portal. The Canada Revenue Agency will no longer be providing this service.

Source: Canada Border Services Agency (CBSA)

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)

CARM toolkit

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.

Click here

Prepare for CARM Checklist

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

Click here

Glossary of Terms

Abbreviations and definitions for all terms related to CARM.

Click here

Top 10 Reasons Why

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

Click here

Fact Sheet: CARM Client Portal (CCP)

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

Click here

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. 

Click here

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).

Click here

CARM Experience Simulation Update

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

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!

Click here

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.

Click here

CARM Information Package

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

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.

Click here

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

Release Prior to Payment (RPP) FAQ

Release Prior to Payment (RPP) at CARM Release 2- Transition Plan FAQ

Click here

What we Heard Report

Proposed regulatory amendments to support the implementation of CARM

Click here
CARM webinar

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

Although this webinar took place in 2021, the information remains accurate and current. 

WATCH NOWReview webinar Q&A

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