Sample output
What the Tariff Margin Analysis Screen actually delivers.
The Tariff Margin Analysis Screen is designed to give leadership a stop/go packet before licensed broker, drawback specialist, legal, or classification work begins. This sample uses illustrative data only.
Executive answer
Proceed only if the record gaps are closed first.
Example company: mid-size importer with material tariff cost in COGS, partial export activity, inconsistent SKU naming, and a plausible but incomplete records bridge.
| Review area | Status | Management note |
|---|---|---|
| Duty and tariff materiality | Likely material | Annual exposure appears large enough for a specialist conversation. |
| Record ownership | Partially ready | Finance, broker, logistics, and ERP owners need one intake owner. |
| Match keys | Needs cleanup | SKU and invoice keys exist, but vendor naming and date windows need normalization. |
| Claim-facing readiness | Not ready yet | Licensed review should wait until source-file authority and gaps are resolved. |
Sample packet preview
The buyer receives a decision packet, not a generic memo.
The real packet is narrow on purpose: it shows whether the company has enough materiality, record ownership, and traceability to justify the next licensed review.
Included in the packet.
- One-page executive summary with a plain stop/go/readiness answer.
- Source-file inventory covering broker entries, ERP records, invoices, shipments, SKU files, BOMs, and export or replacement evidence.
- Match-key table showing where records can and cannot connect.
- Conservative materiality view when the source data supports one.
- Gap list, stop conditions, and questions for a licensed broker or drawback specialist.
Not included.
- No legal advice, customs brokerage, HTS classification, claim preparation, claim filing, eligibility opinion, or refund guarantee.
- No source-file receipt through public forms or ordinary email.
- No claim-facing representation to CBP or any other authority.