| 1. Describe the product precisely | Use the product’s common name, materials, intended use, model or type, and relevant technical details. Avoid vague descriptions such as “parts” or “samples.” | U.S. Customs and Border Protection (CBP) uses entry information to review classification, admissibility, and declared value. | Make sure the commercial invoice, packing list, product label, and entry data describe the same goods. |
| 2. Verify the tariff classification | Determine the appropriate Harmonized Tariff Schedule of the United States (HTSUS) classification using the product’s specific characteristics. | Classification helps determine applicable duty rates and may identify additional agency requirements. The correct code depends on the actual product, not just its name. | Have the proposed classification reviewed by a qualified customs professional when the product or classification is complex. |
| 3. Confirm agency requirements before shipping | Check whether the goods are regulated by agencies such as the FDA, EPA, FCC, USDA, or another U.S. authority. Requirements vary by product and use. | Some goods need prior notice, permits, declarations, testing, labeling, or other information before they can be imported or distributed. | Identify the relevant agency requirements before dispatch; do not assume that DDP terms remove product-specific compliance obligations. |
| 4. Provide safety and dangerous-goods information | For applicable chemicals, batteries, aerosols, or other regulated articles, prepare accurate hazard details and required transport documents, such as a safety data sheet or dangerous-goods declaration where applicable. | Transport rules depend on the item, its condition, packaging, and mode of transport. Incorrect declarations can cause delays or prevent carriage. | Confirm classification, packaging, marks, labels, and documentation with the carrier or a qualified dangerous-goods specialist before booking. |
| 5. Make value, origin, and invoice details consistent | State the transaction value, currency, quantities, country of origin, seller and buyer details, and any assists, royalties, or other valuation elements that may apply. | CBP entry information must be accurate. Origin marking and any applicable trade measures are separate considerations from the delivery term. | Reconcile the commercial invoice with the purchase order, payment records, packing list, and product origin information. |
| 6. Arrange the importer-of-record and entry process | Confirm who will act as the importer of record, who will file the entry, and what customs power of attorney or importer information is required. | DDP allocates specified delivery costs and responsibilities between seller and buyer under the agreed Incoterms® rule, but it does not by itself settle every U.S. importer or regulatory requirement. | Agree on the entry arrangement with the customs broker before shipment and ensure the importer-of-record responsibilities are understood and accepted. |
| 7. Keep a complete, consistent document set | Prepare the commercial invoice, packing list, transport document, entry data, permits or agency filings when required, and supporting product records. | Missing or inconsistent records may lead to requests for information, examinations, delays, or additional costs. | Use a pre-shipment checklist and retain records in line with applicable U.S. customs and agency requirements. |