How to create an UPS proforma invoice

I have sent a package containing a wooden amplifier case and an amplifier DIY-kit, consisting of PCBs, capacitors, transistors, ...
to a DIY-friend (chiily) in the UK.
I have created the UPS label delivery via UPS Online services.

Today I have received back the package.
Reason: I did not include an invoice, but this is needed, since the UK does no longer belong to the EU.
I did not know, when I filled the delivery sheet and the UPS shop, where I took the package, did no tell me either.

Can anybody assist me creating a pro-forma invoice for the UPS package?

Thank you - Rudi
 
Last edited:
The pro forma invoice contains the following information:

Consignee (recipient) name, address, postal code, phone number, sales tax ID (if applicable)
Shipper name, address, postal code, phone number, sales tax tax ID (if applicable)

You then need to add a table with the following information for each item sent:
  • Description
  • Quantity
  • Unit weight
  • Unit price
  • HTS code
  • Total price (i.e., unit price * quantity)
Then add up the total cost of goods. Add the shipping cost and list the total cost including shipping.

Sign the invoice at the bottom. Make sure to print your name below the signature.

UPS and FedEx both require three (3) copies of the pro forma invoice with the package.
UPS has changed to paperless customs processing, so I'm a bit surprised you need to submit the invoice on paper. You should be able to do so electronically. Either way, if you already have the shipping label printed etc., it's probably easier to just print three copies and be done.

The HTS code for electronic parts is 8543.90. I'm not 100% sure the EU/UK use the HTS codes, but it wouldn't hurt to add them. You can look up the codes here: Harmonized Tariff Schedule Search (yes, it's a nightmare).

In theory resistors, transistors, ICs, etc. all have their own HTS code. ICs are even further divided depending on their function. I've generally found that "Electronic Parts Kit; HTS 8543.90" works as long as you don't have any items that stick out from the crowd. If you do, then list those separately.

Welcome to international shipping. I do this every day. 🙂

Tom
 
But there are a lot of questions in the PDF that I do not know to answer, for example: what means INCOTERM?

INCOTERM is whether you (the shipper) or the recipient (consignee) will pay for the duties and taxes. You have two options:

  • DDP: Delivered Duties Paid - You (shipper) pay the duties and taxes.
  • DAP: Delivered At Place - The recipient (consignee) pays the duties and taxes.
Unless you feel generous, you'll probably want to ship DAP. That's the most common.

Tom
 
...what means INCOTERM?

Google is your servant.
INCOTERM - Google Search

INCOTERM is a list of about a dozen abbreviations for Terms Of Business. Do I ship to your door? Do you come to my place to get it? Who pays the trucker? And who pays the taxes?

As Tom says, the terms DDP and DAP will be very common for most hi-fi sales.

"Gifts" would be different, but most tax-men do not like to hear "gift".
 
"Gift" is not a thing for taxes anymore I don't think. I seem to recall that option dropping off the customs forms years ago. I still add GIFT to the item description when I ship actual gifts, but I'm pretty sure it's ignored. There was too much fraud (or some people received a lot of gifts from many people 🙂).

The EU also recently (July 1, 2021) removed the threshold for when packages are taxed, so EU importers now pay sales tax on all packages, even those declared at $1.

Tom