Technical guide for the Canadian Export Reporting System (CERS) portal — Appendix B: Summary report data elements
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0 Proof of report
- Level and sequence number
- 0
- Format
SUM####AA####YYYYMM- Restrictions
- Exact format pattern, system populated
- Optional, mandatory or conditional
- Mandatory
- Amendable
- No
- Notes
- Summary ID (Format: SUM####) + submitter's authorization ID (Format: AA####) + Reporting period (Format: YYYYMM) for a total of 19 characters
- Definition
- The proof of report number is issued by CBSA System and shared with the exporter/service provider to serve as proof that the summary report has been validated and accepted by the CBSA. It consists of the summary ID, the submitter's authorization ID, and the reporting period (year and month) in which the export transaction has taken place
1 Exporter
- Level and sequence number
- 1
- Optional, mandatory or conditional
- Mandatory
1.1 Exporter company name
- Level and sequence number
- 1.1
- Format
- AlphaNum70
- Restrictions
- Minimum length 1, maximum length 70
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The name of the company that exports the goods or causes them to be exported
1.2 Exporter BN
- Level and sequence number
- 1.2
- Format
999999999RM9999- Restrictions
- Exact format
- Optional, mandatory or conditional
- Mandatory
- Amendable
- No
- Definition
- The 9-digit business number (BN) assigned by Canada Revenue Agency (CRA), plus the 6-character alphanumeric account identifier, for example, RM0001, of the company that will be exporting the goods or causing them to be exported
1.3 Summary ID
- Level and sequence number
- 1.3
- Format
SUM9999- Restrictions
- Exact format
- Optional, mandatory or conditional
- Mandatory
- Amendable
- No
- Definition
- The summary ID is the identifier assigned to a summary reporter when they have applied and been authorized to submit summary reports
1.4 Certifier name
- Level and sequence number
- 1.4
- Format
- AlphaNum70
- Restrictions
- Minimum length 1, maximum length 70
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The first and last name of the person who certifies that the information provided in the form is true, accurate and complete (meaning the individual filling out the declaration). The certifier can be the exporter of the goods or a customs service provider
1.5 Street address
- Level and sequence number
- 1.5
- Format
- AlphaNum70
- Restrictions
- Minimum length 1, maximum length 70
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The street address of the certifier
1.6 City
- Level and sequence number
- 1.6
- Format
- AlphaNum35
- Restrictions
- Minimum length 1, maximum length 35
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The city of the certifier
1.7 Province or state
- Level and sequence number
- 1.7
- Amendable
- Yes
- Definition
- The province or state of the certifier
Canada or United States
- Format
- Dropdown list
- Restrictions
- Exact match
- Optional, mandatory or conditional
- Mandatory
- Notes
- Dropdown list of Canadian provinces/territories if country selected is CA and US states if country selected is US
Other
- Format
- AlphaNum35
- Restrictions
- Minimum length 1, maximum length 35
- Optional, mandatory or conditional
- Optional
- Notes
- If country is not CA or US, display a text box of max of 35 chars for user to enter
1.8 Country
- Level and sequence number
- 1.8
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix J
- Definition
- The country of the certifier
1.9 Postal or zip code
- Level and sequence number
- 1.9
- Optional, mandatory or conditional
- Conditional
- Amendable
- Yes
- Notes
- Mandatory if country is US or Canada
- Definition
- The 6 character postal code or 5 to 9 character zip code of the certifier
Canada
- Format
ANANAN- Restrictions
- Exact Format
U.S.
- Format
NNNNN(N)- Restrictions
- Exact Format
Other
- Format
- AlphaNum9
- Restrictions
- Minimum length 1, maximum length 9
1.10 Telephone
- Level and sequence number
- 1.10
- Format
(999)999-9999- Restrictions
- Exact Format
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The telephone number of the certifier
1.11 Telephone extension
- Level and sequence number
- 1.11
- Format
99999- Restrictions
- Minimum length 1, maximum length 5
- Optional, mandatory or conditional
- Optional
- Amendable
- Yes
- Definition
- The telephone extension number of the certifier
1.12 Fax
- Level and sequence number
- 1.12
- Format
(999)999-9999- Restrictions
- Exact Format
- Optional, mandatory or conditional
- Optional
- Amendable
- Yes
- Definition
- The fax number of the certifier
1.13 Email
- Level and sequence number
- 1.13
- Format
Z@Z.Z
AlphaNum50- Restrictions
- Minimum length 5, maximum length 50
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The email address of the person responsible for completing the application
2 Reporting period
- Level and sequence number
- 2
- Optional, mandatory or conditional
- Mandatory
2.1 Reporting period year and month
- Level and sequence number
- 2.1
- Format
YYYY MM- Restrictions
- Exact format (6)
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The year and the month in which the shipment had been exported from (i.e. physically left) Canada
2.3 Amendment reason
- Level and sequence number
- 2.3
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Conditional
- Amendable
- Yes
- Notes
- Mandatory when submitting an amendment; Not available for original submission
(Refer to Appendix J) - Definition
- Specify the reason why the document is being updated
2.4 NIL report Indicator
- Level and sequence number
- 2.4
- Format
- Checkbox
Yes/No - Restrictions
- Check box
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
As a summary reporter, if no applicable goods had been exported from Canada during the reporting period of concern (Example: ), then it is necessary to complete a "NIL" report submission for the reporting period.
A new summary report must be submitted to the CBSA within five business days from the start of each month, regardless of whether any applicable goods had been exported from Canada during the previous month. (To complete a "NIL" report submission, create a new summary report within the CERS Portal and assign a checkmark entry to the "Create a NIL Report" checkbox. Within the "NIL" report, the user will be required to supply general information, such as the certifier's name, address, telephone number, and email address.)
3 Add commodity line (Loop)
- Level and sequence number
- 3
- Optional, mandatory or conditional
- Mandatory [0…9999]
- Notes
- Not available if "NIL report indicator" = Yes
3.1 Canadian place of exit
- Level and sequence number
- 3.1
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix J
- Definition
- The CBSA place of exit from which the goods are expected to leave Canada
3.2 Country of final destination
- Level and sequence number
- 3.2
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix J
- Definition
- The country of final destination where the goods are to be consumed, further processed or manufactured, as known at the time of export
3.3 Description of goods
- Level and sequence number
- 3.3
- Format
- AlphaNum255
- Restrictions
- Minimum length 1, maximum length 255
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- User entered 255 Max text box
- Definition
A complete description of the goods in normal trade terms with sufficient detail to verify the declared HS code. General terms such as groceries, dry goods, machinery, parts, etc., will not be accepted.
Describe each individual item with a separate classification number on a separate line. If a conveyance is exported, state the VIN, HIN or serial number of the conveyance to be exported.
Important: If the goods are subject to export control, the description provided must match the description on the export permit, licence or certificate
3.4 HS code
- Level and sequence number
- 3.4
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix K
- Definition
- The harmonized system commodity code that corresponds to the commodity being exported, as specified by Canadian Export Classification Requirements
3.5 Unit of measure
- Level and sequence number
- 3.5
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix J
- Definition
- The unit of measure for the commodity, as specified by Canadian Export Classification Requirements
3.6 Quantity
- Level and sequence number
- 3.6
- Format
- Decimal (14,3)
- Restrictions
- Minimum length 1, maximum length 14
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
Numeric
Decimal (14,3) means this field is up to 14 characters in length, including decimal separator and decimal part, if used.
Decimal part is optional
Examples of valid formats:
12345678901234
123456789012.4
12345678901.34
1234567890.345- Definition
The quantity of the commodity to be exported
Note: If weight is required, enter the net weight of the commodity, not including outer coverings
3.7 Domestic freight charges
- Level and sequence number
- 3.7
- Format
- Decimal (16,2)
- Restrictions
- Minimum length 1, maximum length 16
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
Numeric
Decimal (16,2) means this field is up to 16 characters in length, including decimal separator and decimal part, if used.
Decimal part is optional
Examples of valid formats:
1234567890123456
12345678901234.6
1234567890123.56- Definition
- Freight charge in Canadian dollars from the place of lading to the place of exit from Canada (estimate the amount if unknown). For example, if goods are shipped from Edmonton to Vancouver by rail, to be put on a ship for Japan, show the rail costs only. For shipments leaving Toronto by air, show zero if no charges were incurred in getting the goods to the airport
3.8 Value FOB place of exit
- Level and sequence number
- 3.8
- Format
- Decimal (16,2)
- Restrictions
- Minimum length 1, maximum length 16
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
Numeric
Decimal (16,2) means this field is up to 16 characters in length, including decimal separator and decimal part, if used.
Decimal part is optional
Examples of valid formats:
1234567890123456
12345678901234.6
1234567890123.56- Definition
The value of the commodity.
This value must include the freight charges, handling, insurance, or similar charges incurred to the place of exit from Canada, minus any discounts entered into prior to exportation, but must exclude the charges from the Canadian place of exit to the foreign destination. If the goods are shipped "no charge," show the value the goods would have been sold for under normal conditions
3.9 Currency of declared value
- Level and sequence number
- 3.9
- Format
- Dropdown list:
Canadian Dollar
U.S Dollar - Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- There are two valid currencies: "Canadian Dollar" and "U.S. Dollar"
3.10 Country of origin
- Level and sequence number
- 3.10
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix J
- Definition
- The country of origin of the goods
3.11 Province of origin
- Level and sequence number
- 3.11
- Format
- Code table
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Refer to Appendix J
- Definition
The Canadian province of origin of the goods.
If the goods are of Canadian origin, select the province in which the goods were grown, mined or manufactured. If the goods are not of Canadian origin, select the Canadian province in which the goods were further processed. If the goods are not of Canadian origin and were not further processed in Canada, select the Canadian province from which the goods begin their export movement (this may be different from the province from which the goods will leave Canada)
3.12 Gross weight
- Level and sequence number
- 3.12
- Format
- Decimal (10,3)
- Restrictions
- Minimum length 1, maximum length 10
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
Numeric
Decimal (10,3) means this field is up to 10 characters in length, including decimal separator and decimal part, if used.
Decimal part is optional.
Examples of valid formats:
1234567890
12345678.1
1234567.12
123456.123- Definition
- The gross shipping weight, which is the actual weight of the goods plus the packaging, but excludes the weight of re-usable cargo containers
3.12a Gross weight: Unit of measure of entire shipment
- Level and sequence number
- 3.12a
- Format
- Dropdown
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The unit of measure for the commodity, as specified by Canadian Export Classification Requirements
3.13 Mode of Transportation (MOT)
- Level and sequence number
- 3.13
- Format
- Dropdown
- Restrictions
- Reference table
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- The mode of transport by which the goods left the country. (Mode of Transportation corresponds to the method of transportation used to exit Canada)
3.14 Vessel name
- Level and sequence number
- 3.14
- Format
- AlphaNum30
- Restrictions
- Minimum length 1, maximum length 30
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Notes
- Mandatory if mode of transportation is marine
- Definition
- The name of the vessel transporting the goods out of Canada
3.15 Containerized
- Level and sequence number
- 3.15
- Format
- Radio button
Yes/No - Restrictions
- Select
- Optional, mandatory or conditional
- Mandatory
- Amendable
- Yes
- Definition
- Indicate whether the goods are containerized. For containerized goods, specify the applicable Container Number(s)
3.16 Permit number (if required)
- Level and sequence number
- 3.16
- Format
AlphaNum35
Permit number entered in a text box, comma separated or separated by space
- Restrictions
- Minimum length 1, maximum length 35
- Optional, mandatory or conditional
- Optional
- Amendable
- Yes
- Notes
Alpha Numeric each permit number 1-35
A max of 255 per line item
- Definition
If the goods to be exported are controlled, regulated, or prohibited, specify the applicable licence, certificate, permits, etc.
For further information regarding export controls, refer to D Memorandum 20-1-1
3.17 Related party indicator
- Level and sequence number
- 3.17
- Format
- Radio button
Yes/No - Restrictions
- Select
- Optional, mandatory or conditional
- Mandatory
- Optional
- Yes
- Definition
- This indicator identifies whether the exporter and Ultimate Consignee are related entities, as identified in CBSA Memorandum D13-3-2
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