Looking For Assistance Managing Your CARM Portal?

We Can Help.

The Canada Border Services Agency (CBSA) will require all importers into Canada to create and maintain a CBSA Assessment and Revenue Management (CARM) account.

Through CARM, importers are to pay taxes, make any post-entry corrections, and manage the financial security of their imports into Canada.

Sign up below to show your interest in our CARM Management services.

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CARM Updates

The CBSA Assessment and Revenue Management (CARM) portal is a multi-year initiative that will transform the collection of duties and taxes for goods imported into Canada. The release process will not change, however, importers will be required to post their own financial security in the form of a surety bond or cash bond with Canada Border Services Agency (CBSA), and be responsible for paying duties and taxes directly to CBSA.

May 2021

Release 1:
CARM Client Portal

Oct 2023

Release 2:

May 2024

Release 3:
Official System
of Record

Fall 2024

Release 4:
You are here
Starting with Release 1:

Optional Tools include:

  • Estimate duties and taxes
  • Pay duties and taxes
  • Classification of goods
  • Request a binding ruling
  • View transaction history and
  • statement of account
Upcoming with Release 3:

Mandatory Accounting:

  • Pay duties and taxes*
  • Custom Bond must be in place
  • Duty and tax accounted for in CCP
  • Custom broker delegated access
*Ask how our CARM Team can help you manage this new process


How Will The CARM Client Portal Affect You?

Release 1 and Release 3 of the CARM Client Portal (CCP) will affect importers differently depending on the type of financial security they use. Listed in the chart below are the two most frequently used financial security options. To determine how CCP will affect your business, please refer to the financial security option your company currently uses.
How will The CARM Client Portal affect you?  Infographic

CARM Preparedness Steps

Step 1: Establish financial security (Broker Backed Importers Only)
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A requirement of Release 3 is for Importers to establish financial security with CBSA directly through a variety of means:
  • Apply for a Customs Import Bond (recommended): An import bond will provide Importers ultimate in cash-management and convenience. Alternatively, Importers choosing any of the following options must manage the financial security of each import/transaction ahead of arrival at the port.
  • Post a cash bond
  • Pay via credit card
  • Pre-authorized debit
Need to apply for an import bond?
Get your Customs Import Bond here
Step 2: Determine how your company will manage your CARM Client Portal (CCP)
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This includes identifying your Business Account Manager(s) (BAM) who is the person to open your CCP. We recommend that you designate 2 people within your organization to be your BAMs:
  • A person responsible for your payments to CBSA
  • A person responsible for your customs processes
Additional questions to answer are:
Looking for assistance managing your CARM Portal?
Ensure your financial obligations are met with CARM Management Services
Step 3: Setup your CARM Client Portal
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Each user who requires access to the CCP will need to create their own user profile. Users create their profile using ONE of the three options below:
  • An existing GCKey that has been created for other Government of Canada portals
  • Create a new GCKey specifically for the CCP
  • Use the Sign-In Partner where users authenticate themselves using their own banking credentials
Step 4: Gather required information
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The following information is required to set up a Business CCP:
  • Business Import Number (BN9) and RM Program Account Extension Number
  • Full legal physical or mailing address of the business, must be exact
  • Copy of most recent Statement of Account/Daily Notice details which can be requested from:
  • CBSA directly
  • Use the Sign-In PCB Customs Brokers can request your Statement Of Account from CBSA on your behalf by emailing carm@pcb.ca. Service fees will be applicable.
Step 5: Register the Business in the CCP
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Using the information gathered, the BAM selected to open the account will log in to the CARM Client Portal and select: “Register my business”
Need help setting up your CARM Client Portal?
We can help you with that!
Step 6: Grant Employee(s) access and delegate authority
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The secondary BAM and any other employee who requires access to the CCP must log in to their User Profiles and request access to the business CCP by selecting “Request access to my employer.” They will require the BN9 and provide a reason for the request.

The BAM who set up the business account will approve the access and delegation of authority by navigating to the “Manage pending employee requests” approve the request and setting the level of authority.
Want to better understand access and authority levels?
Read our post 3 Tips To Delegating Your Account Management
Step 7: Grant Custom Broker access and delegate of authority
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Your customs broker will require access and delegation of authority in order to assist with portal management.

Grant Access

When your customs broker has submitted a request for access, you will need to confirm the request for access.
  • The BAM will log in to the CCP
  • Navigate to the “Manage pending third party requests”
  • Select the level of access
There are two levels of third party access, neither of which will share your companies sensitive information (bank account, user profiles, business relationships):
  • Business Management Relationship
    Delegates access to all program accounts to the service provider including any programs added in the future.
    *this option provides the optimal level of access for your customs broker to assist you in the CCP
  • Program Management Relationship
    Delegates access to only selected program accounts to the service provider.
Once access is granted, the BAM will need to delegate the authority level.

Delegation of Authority (DOA)
  • Business Account Manager - Proxy (pBAM)
    Selecting BAM for your third-party service provider will automatically default their access level to pBAM, also known as a Proxy Business Administrator. A pBAM can perform operational activities such as requesting rulings, making payments, view Statements Of Accounts (SOA’s), and past invoices and payments. A pBAM access level is required by a Customs Broker who will be applying for your binding rulings, making your payments of duties and tax and other aspects of managing your financial obligations with Customs. A pBAM does NOT have access to the client’s sensitive information such as bank account information. A pBAM CANNOT see or manage the employees or business relationships of the client.
  • Program Account Manager - Proxy (pPAM)
    This user role is for the third party program account manager. The purpose of this role is for the third party to assume the management of a specific import account (BN9) without access to the client's sensitive information and access of the client’s employees or business relationships. The pPAM has the same restrictions as the pBAM and can perform the same operational activities. The pPAM is limited only to access a specific program account.
It is recommended that Business Management Relationship access be granted to PCB with pBAM authority levels in order to continue to provide services as necessary. Please also ensure that you enter an expiry date. We are unable to access accounts that have left the expiry date field blank.

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An Editor's Note: At PCB we do our due diligence to write on the most relevant topics every week and naturally content may become dated as developments in a certain program/topic occur. For this reason, we greatly appreciate your readership and hope you continue reading with the posting dates and disclaimers such as this in mind. For the latest information on this topic please bookmark this page, use our website's search function, or better yet, subscribe to our "Trading Post" newsletter to receive these updates directly to your inbox.

CARM Services

Learn, Prepare, Delegate

Webinar: How to Prepare for CARM

Free 1-hour information sessions are hosted throughout the year as new regulations arise. Check the calendar for the next live webinar.


  • Overview of CARM and how it will impact your business
  • Review of CARM Client Portal setup
  • Explanation of access roles and user delegation
  • Q&A to answer all of your questions

Customs Bond

Apply for your D120 import bond to ensure your company meets the requirements for financial security.


  • Apply for an import bond in your company name from a reliable registered surety company
  • Review best practices for importing under your own bond

CARM Client Portal Virtual Walk Through

Personalized assistance to empower you and your staff to setup and manage your CARM Client Portal (CCP).


  • 1 hour, step-by-step virtual assistance session
  • Retrieval of Statement of Account from CBSA on your behalf
  • A full explanation of CARM, Client Portal, use cases, delegations, and access rights
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