DATA GUIDE

What data you need for your IEEPA tariff refund assessment.

The key document for your IEEPA tariff refund assessment is the ES-003 Entry Summary Details report, exportable from CBP's ACE Secure Data Portal. Your customs broker can export this in minutes.

Not sure if you qualify? Check your eligibility first →

Step 1

Initial screening requires nothing.

The first step requires no import data at all. We need five things:

  • Company name
  • Primary contact name and email
  • Estimated annual import value
  • Whether you have access to CBP's ACE portal
  • Primary product categories

This takes less than five minutes and allows us to determine whether a full assessment is warranted. If your estimated exposure is below our threshold, we will tell you honestly and recommend self-directed recovery through CAPE.

Step 2

Two ways to provide your entry data.

If initial screening indicates potential exposure, we need access to your entry-level import data. There are two ways to provide this:

Option A — ACE Data Export

Recommended

Your customs broker can pull a report directly from CBP's ACE portal. This is the fastest and most complete data source.

Required fields:

  • Entry Summary Number
  • Entry Date
  • HTS Number — Full
  • Entry Summary Line Number
  • Tariff Ordinal Number
  • Line Tariff Goods Value Amount
  • Line Tariff Duty Amount

Date range: February 7, 2025 through February 24, 2026. Include all tariffs paid, not only IEEPA. Export as CSV or Excel.

Option B — CF-7501 Entry Summary Forms

Provide your CF-7501 Customs Entry Summary forms for the IEEPA-affected period. Your customs broker maintains these records and can export them on request.

  • All CF-7501 forms for the covered period
  • Include entries with HTS Chapter 99 subheadings
  • Digital format preferred (PDF or scanned)
Specification

What we analyze in your entry data.

Every CF-7501 and ES-003 report contains these fields by default. No proprietary business data, pricing information, or supplier details are required.

Entry Summary NumberRequired

Unique identifier for each customs entry filing.

Entry DateRequired

Determines whether the entry falls within the IEEPA period.

HTS Classification NumberRequired

Full 10-digit code. We identify lines under 9903.01xx and 9903.02xx.

Duty Amount PaidRequired

Dollar amount of IEEPA duty assessed on each tariff line.

Liquidation StatusRequired

Determines which recovery path applies to each entry.

Liquidation DateRequired

Starts the 180-day protest window countdown.

Port of EntryRequired

Used for filing jurisdiction and protest routing.

Importer of Record NumberRequired

Confirms you are the legal claimant for the duties paid.

Coordination

Working with your broker.

Your licensed customs broker is the primary source for entry-level data. In most cases, a single request is sufficient:

I need all entry summaries for imports filed between February 4, 2025 and February 24, 2026 that include HTS subheadings 9903.01 or 9903.02. Please include liquidation status and dates. Export as CSV or Excel.

If you are unsure who your customs broker is or how to request this data, we can assist — customs brokers and trade counsel in our network can coordinate directly with your broker of record.

Date Range

Which imports are affected.

EO 14257 — Apr 2, 2025

Global Reciprocal Tariffs (10–41%)

Baseline "Liberation Day" tariffs on nearly all countries and most products not covered by Section 232.

EO 14195 — Feb 1, 2025

China Trafficking Tariff (10%)

Previously 20%. Applied to all imports from China.

EO 14193 — Feb 1, 2025

Canada Trafficking Tariff (35% / 10% energy)

Applied to all non-USMCA imports from Canada. 10% on certain energy, mineral, and fertilizer products.

EO 14194 — Feb 1, 2025

Mexico Trafficking Tariff (25% / 10% fertilizer)

Applied to all non-USMCA imports from Mexico.

EO 14323 — Jul 30, 2025

Brazil Additional Tariff (40%)

Additional IEEPA tariff on most imports from Brazil.

EO 14329 — Aug 6, 2025

India Additional Tariff (25%)

Additive with Reciprocal Tariff. In effect Aug 27, 2025 through Feb 7, 2026.

Note: Secondary Tariff executive orders were issued for Cuba, Venezuela, Russia, and Iran but no tariffs were collected under this authority.

All IEEPA tariffs were struck down by the Supreme Court on February 20, 2026. Your assessment covers every entry within this window. For China-specific HTS codes and rates →

Data Protection
  • 256-bit TLS encryption for all data in transit
  • AES-256 encryption for all data at rest
  • Access restricted to authorized assessment team members
  • No sharing of importer data with third parties
  • All submissions governed by mutual NDA
  • Data handling terms documented in service agreement

Ready to submit your data for assessment?

Get My Assessment →