Tariff Refund Calculator

Broker export guide

Broker export guideGuide

Broker export requirements for a usable tariff refund estimate

A usable broker export needs entry-level rows, isolated IEEPA amounts, and liquidation or status detail. Otherwise, the estimate becomes guesswork.

Key takeaways

  • Use a short list of required columns to qualify the file quickly.
  • Request liquidation and warehouse fields when they affect routing.
  • Spot weak exports before analysis starts.
Direct answer
Which columns are required?
Start with entry number, entry date, importer name, and IEEPA duty amount. Liquidation date or status, plus port and broker or filer, make the file much more useful for claim prep.
Direct answer
Which columns are helpful but optional?
Warehouse or withdrawal flags, filer details, and internal client references help later-stage review. Liquidation status and liquidation date are no longer just nice-to-have when the team is preparing for phased claims.
Direct answer
What makes a broker export unusable?
The file is not good enough when the IEEPA amount is merged into broader duty totals, entries are duplicated or partial, or importer names are too inconsistent to roll up confidently.
Guide details

What to decide next

Use the source file to decide whether to estimate, request better data, or move into declaration-pack prep.

Required columns
These are the fields that support a conservative estimate instead of narrative guesswork.
  • Entry number
  • Entry date
  • Importer of record or entity name
  • IEEPA duty amount
  • Liquidation date or liquidation status
  • Port
  • Broker or filer
Helpful optional fields
Optional columns improve review quality, broker handoff, and later reconciliation.
  • Warehouse or withdrawal entry indicator
  • Suspended, extended, or under review status if tracked
  • Internal client or business-unit identifier
  • Separate duty detail that validates the IEEPA amount
Red flags in the source file
A file can look complete and still force too many assumptions.
  • Amounts appear only at an aggregated summary level
  • Importer names vary for the same entity
  • The file has missing liquidation dates, missing entries, or duplicated lines

How to request a cleaner broker export

  1. 1

    Ask for entry-level rows

    Avoid screenshots, PDFs, and grouped summaries.

  2. 2

    Call out the IEEPA amount explicitly

    An isolated IEEPA amount makes the estimate faster and cleaner.

  3. 3

    Request liquidation and warehouse fields when they affect the next step

    Keep the request short, but include the fields that determine what can move first.

FAQ

Common questions about broker export guide

Usually not well. A summary report often lacks the entry-level detail and isolated amount field needed for a defensible first-pass estimate.

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