Canadian Export Reporting System (CERS)

2020 UPS® Canada Webinar Series
Canada Export Reporting System (CERS)
June 23, 2020
Today’s webinar will begin at 3PM ET

Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.
© 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Canada Export Revenue System (CERS)
Presenters
Tammy Bilodeau, Director, CCS, BBA
UPS Canada CHB
Host
Jocelyn Pike, Canada Compliance Manager, CCS, MBA
UPS Canada CHB
Panelist
Peter Shaw, Canada Compliance Senior Manager
CHB, CCS
UPS Canada CHB
Panelist

2020 UPS® Canada Customs Brokerage Webinar Series
Please join UPS’s customs brokerage and public affairs subject matter experts as we explore
how these topics could impact your international trade
3
Upcoming
• June 23 – Canadian Export Reporting System (CERS)
• Sept 15 – CBSA Assessment and Revenue Management (CARM)
3PM ET, 45 minute duration
Registration:
http://bit.ly/UPS_CERS
http://bit.ly/UPS_CARM
Dates subject to change
Previous (recording available)
• April 15 – CUSMA – Transitioning to the new free trade agreement
Recording link:
http://bit.ly/CUSMA_rec

This presentation will be available upon check out to all attendees
as well as a link to the event recording.

This presentation is for informational purposes only.
It does not constitute legal advice - please consult with your own legal
counsel for such advice.
Do not rely on this information without performing your own research.

6
Agenda
1. Canada export
declaration requirements
2. News CERS platform
3. CERS benefits & timing
4. Setting up & logging in
5. Visibility
6. How UPS can help
Any questions?
Ask our panelists using
the “Q&A” function
Note: Written permission provided by CBSA to use their CERS training materials
which include application screen shotsCSCB & NEI Continuing education credit available

7
Agenda
1. Canada export
declaration requirements
5. Visibility
6. How UPS can help

 Section 25 of the Statistics Act requires CBSA to provide export data to
Statistics Canada
 All exports above CA$2,000 require submitting an export declaration
 Not required for exporting to the US
 In addition all traders have to file a CBSA Export Summary Reporting Program
(SRP) report on a monthly basis
 To report the exportation of commercial goods, the exporter must also have a
Business Number RM account (BNRM)
 Must be activated for exporting
*exclude other sorts of export compliance requirement (e.g., export permits); apply to both companies and
individuals
8
Current Canada export declaration and reporting requirements*

9
Current export declaration tools: Paper, CAED and EDI
 Dated in design and functionality
 Single stand alone system
 Not cloud based; downloaded
 Challenges
 Not all functions consolidate to
one platform
 Not designed for mobile or
tablet usage
 Difficult to manage across
multiple users from the same
company
Paper form (B13A) G7-EDI
 One Legal page document
 3 copies – all to be stamped
 Challenges
 Delayed upload into
government systems
 Possible delays in export
 Possible delayed oversight by
CBSA
CAED
(PC based – single station)
 Primarily used by larger
companies / sophisticated
exporters, but not limited to
them
 This process will continue to
be available
Source: Canadian Export Reporting System (CERS) - Information Guide

Export SRP reports are required to be transmitted monthly to Statistics Canada
Summary report submissions
Statistics
CanadaSRP
Electronic File
Transfer

Current steps required to obtain a business account
number
To report commercial goods being exported from Canada, an exporter is
required to contact the Canada Revenue Agency and obtain a Business Number
RM account (BNRM) that is configured to support EXPORTER reporting usage
1. Contact Canada Revenue Agency
2. Obtain a BNRM account
3. Have the BNRM configured for exporter reporting usage
11

12
Agenda
1. Canada export declaration
requirements
5. Visibility
6. How UPS can help

CBSA developed Canadian Export Reporting System (CERS)
 A new, free, web-based application
The new Portal enables exporters and their customs service providers
(brokers/forwarders) to log into an online business account to:
 Create, submit, and manage export documents
 In particular, export declarations and summary reports
CBSA set up CERS Portal business accounts for exporters and
brokers/forwarders using CAED software
 Valid CAED export declaration submission between 12/1/2017 & 12/1/2019
 All other clients may complete a simple application process (Form BSF831)
to obtain a CERS Portal business account for their company
13
The new CERS platform
Source: cbsa-asfc.gc.ca
1
2
3

CERS Summary Report
(SRP) submissions
Use of the CERS Portal to submit the
monthly SRP
 Available today
 Statistics Canada will stop accepting
EFT SRP submissions
 June 30, 2020 is the last available day
for Statistics Canada EFT
14

 Now one company employee will assume the responsibility for CERS Portal
business account
 The account owner
 Only person initially with CERS access
 Can provide CERS access to other employees
Note: The business account activation can be performed by any individual.
However, the CBSA recommends that this activity be completed by a member
within the company who possesses “financial authority”
15
BRNM account management

16
In summary: what stays vs. what changes
CAED
CERS
G7 EDI
G7 EDI
StaysChangesRemoved
B13A Form

17
Agenda
requirements
5. Visibility
6. How UPS can help

CERS benefits / advantages
 All electronic – no paper
 A more dynamic online data
environment
 Accessible across multiple devices
 Improved timeliness and accuracy of
data
 Distributed access across multiple users
 All consolidated to CBSA – no
interaction required with Statistics
Canada
 Better oversight of export transactions
by CBSA
18
 Many exporters are also importers
 Same format, same look and feel across
multiple CBSA applications
CBSA
On line experience
Import
CBSA
On line experience
Export

What is changing?
Registration
Changes What they mean for you
 Centralized registration activities:
only one government agency
involved
 Simplified registration: no longer
required to contact Statistics
Canada
 New CERS application form similar
to other CBSA applications
 Lowers the learning curve among
users to multiple CBSA services
 E.g.: similar to eManifest
program registration
 Consolidation of multiple
Authorization ID’s
 Simplifies Authorization ID
management
19

What is changing?
Support
Changes What they mean for you
 Centralization of support activities:
only one government agency
involved in the support process
 Support activities for all export
programs will be performed by
CBSA: no longer required to contact
Statistics Canada
 Submitted export declaration
history (initially 2 years worth;
December 1, 2017 onwards) will
be available within the CERS Portal
 CERS is not a record-keeping tool
and it is highly recommended that
submitted declarations be backed-up
20

High level implementation timeline
The onboarding approach is intended to balance the benefits of a rapid onboarding and
minimization of disrupting the export trade community’s ability to report export
declarations electronically
21
Dec ‘19 Jan ‘20 Feb ‘20 Mar ‘20 Apr ‘20 May ‘20 Jun ‘20 Jul ‘20 Aug‘20 Sep ‘20
Pilot A
Pilot B
Wave 1 Wave 2 Wave 3
Pilot A
Jan 6
Start
Feb 17
Start
Apr 1
Dec 8
CERS
Go-Live CAED
DecommissionedStart
May 18
B13A Form
Decommisioned
Sep 30

22
Agenda
requirements
5. Visibility
6. How UPS can help

 Obtain a GC Key (i.e. electronic
user account)
 Via the Government of Canada’s
website
 Immediate access to CERS
 Then set up your business account
within CERS
 Can be done immediately if you
already have a BNRM account
23
Logging into the CERS Portal
Note: Written permission provided by CBSA to use their CERS training materials
which include application screen shots

CERS and BNRM accounts
 CBSA will migrate existing BNRM accounts over to CERS, unless
 The account has expired; or
 The account is not configured for export usage
 If your company does not have a BNRM Account
 Contact the Canada Revenue Agency at 1-800-959-5525
Note: an existing CAED user may fail to receive the CERS Portal business
account activation letter by mail if the physical address assigned to the
company’s BNRM account is out of date
24

Summary report: upload procedure revisited
Obtain a Summary Report Line Template file (MS Excel) from
the CBSA.
• One time process
Note: This file is assigned a custom XML schema that enables
the MS Excel file to be converted into an XML file for use by
CERS Portal.
Assign one or more commodity line item entries to the CBSA
Summary Report Line Template file’s commodity spreadsheet.
Within MS Excel, use the “Save As” feature to convert the
contents of the Template file’s commodity spreadsheet into an
XML file and upload the contents of the XML file into the CERS
page commodity table.
or
Create and upload the entire summary report in CERS
25
# 1 (no change):
# 2 (no change):
# 3a (no change):
# 3b (new):
Note: “no change” indicates no change from the prior pre-CERS process

26
Agenda
requirements
5. Visibility
6. How UPS can help

View information bulletins posted by CBSA
By default, the Bulletins section will appear on-screen when you first access your
company’s business account within the CERS Portal
• CBSA will use the Bulletins section to provide CERS Portal users with
information updates, such as notifications regarding software issues
27

Additional CERS portal Tabs
Export Documents: permits users to view CERS Export Declarations an Summary Reports
• Also create Exports Documents
Lookups tab: acts as the storage location for all lookup records
• User has option of saving certain business data entries as a “Lookup” record for
repeat use on new Export Declarations
Templates: acts as the storage location for all Template records
• After submitting an Export Declaration or Summary Report to the CBSA, the user
can save the document’s business data entries to a new Template record
User Access: section will display all CERS users granted access to the CERS business
account
28

29
Agenda
requirements
4. Logging in
5. Visibility
6. How UPS can help

UPS Customs Brokerage
can help
 Provide industry/commodity
specific export requirements
 Perform export declarations on
your behalf
 Act as your SRP customs services
provider (monthly summaries)
 Address additional compliance
needs through our Trade
Management Services (TMS)
30
UPS Customs Brokerage
Canada
tmscanada@ups.com

Questions and Answers
?

Where else to go for help
 Border Information Service:
 Can assist you with obtaining information regarding
CBSA’s requirements for exporting commercial goods
from Canada.
 Automated Responses: 24/7
 Agents: Mon-Fri, 8AM to 4PM
 1-800-461-9999 (in Canada)
 1-204-983-3500 (outside Canada)
 contact@cbsa.gc.ca
 Commercial Registration Unit
 Can assist you with G7 EDI client registration, Summary
Reporting Program membership, and obtaining/updating
CERS Portal Business Accounts
 Mon-Fri, 8AM to 4PM EST
 CBSA.Export_Program-Programme_Exportation.ASFC@cbsa-
asfc.gc.ca
 Technical Commercial Client Unit
 Can assist you with using/troubleshooting the CERS
Portal web application and G7 EDI message
exchanges.
 1-888-957-7224 (Canada/US) (Option 2 for Technical
Portal Assistance)
 1-613-946-0762 (overseas)
 tccu-ustcc@cbsa-asfc.gc.ca
 CERS Inquiries Mailbox; General CERS questions
 CERS_Inquiries-Renseignements_SCDE.ASFC@cbsa-
asfc.gc.ca
32

Thank You
CERS
• Check Out:
• Feedback / value
• Follow up inquiry or consultation
• Don’t forget
• CSCB credit
• NEI credit
For more information contact Jocelyn Pike at jpike@ups.com

Canadian Export Reporting System (CERS)

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