Research → review → handoff
Bring facts, not guesses, to your broker.
Prepare a readable research packet before you have a confirmed classification. Unknowns stay visible. This worksheet does not determine payable duty or file an entry.
Your entries stay in this browser unless you download and share them yourself. Avoid tax IDs, passwords and confidential document contents. Local saving is optional; shared devices can expose saved drafts.
4. Review and take it with you
Review the current facts and open questions before sharing. A download request does not confirm file receipt.
Fill in what you know, then review your packet.