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Customs Proforma Invoice for South Africa

Customs Proforma Invoice Template for South Africa

A Customs Proforma Invoice is a preliminary bill of sale sent to buyers before a commercial invoice, specifically designed to meet South African customs requirements. It serves as both a quotation and a customs declaration document, providing detailed information about the goods being traded, their value, and other essential details required for customs clearance. This document must comply with South African Revenue Service (SARS) regulations and includes specific information such as HS codes, customs values, and origin declarations, making it a crucial document for international trade transactions involving South African imports or exports.

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What is a Customs Proforma Invoice?

The Customs Proforma Invoice is a fundamental document in South African international trade operations, required by customs authorities for pre-shipment clearance and valuation purposes. This document type is essential when businesses need to provide detailed information about goods for customs clearance before the actual commercial transaction is completed. It must comply with the South African Customs and Excise Act 91 of 1964 and SARS regulations, containing specific information such as detailed product descriptions, HS codes, values, quantities, and origin declarations. A Customs Proforma Invoice serves multiple purposes: it acts as a quotation for the buyer, provides necessary information for import permits, helps determine applicable duties and taxes, and serves as a basis for currency control purposes in international transactions. The document is particularly important in South Africa's strict customs control environment, where accurate declaration and valuation of goods is crucial for smooth customs clearance.

What sections should be included in a Customs Proforma Invoice?

1. Invoice Header: Contains proforma invoice number, date, and document title

2. Seller Information: Complete details of the exporter including company name, registration number, VAT number, address, and contact details

3. Buyer Information: Complete details of the importer including company name, registration number, VAT number, address, and contact details

4. Shipping Details: Includes port of loading, port of discharge, mode of transport, and estimated delivery date

5. Product Details: Detailed description of goods, HS codes, quantity, unit price, and total value

6. Financial Information: Currency, payment terms, bank details, and Incoterms

7. Value Declaration: Total invoice value, customs value declaration, and basis for valuation

8. Country of Origin: Declaration of origin for each product line item

9. Certification: Statement certifying the accuracy of the information provided

What sections are optional to include in a Customs Proforma Invoice?

1. Insurance Details: Required when insurance is arranged by the seller or included in the price

2. Commission Declaration: Required when any commission or royalties are involved in the transaction

3. Special Instructions: Include when there are specific handling, packaging, or shipping requirements

4. Related Party Declaration: Required when buyer and seller are related parties as per customs regulations

5. Free Zone Declaration: Required when goods are destined for or shipping from a free trade zone

What schedules should be included in a Customs Proforma Invoice?

1. Detailed Packing List: Itemized list of package contents, weights, and dimensions

2. Technical Specifications: Detailed technical descriptions and specifications of products when required for customs classification

3. Certificates of Origin: When preferential trade agreements apply or origin declaration is required

4. Product Images: Visual documentation of products for customs identification purposes

5. Safety Data Sheets: Required for chemical or hazardous materials

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

South Africa

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions








































Clauses


























Relevant Industries

Manufacturing

International Trade

Retail

Wholesale

Agriculture

Mining

Automotive

Electronics

Textiles

Chemical

Pharmaceuticals

Food and Beverage

Construction Materials

Machinery and Equipment

Consumer Goods

Relevant Teams

Exports

Imports

Customs Compliance

International Trade

Supply Chain

Logistics

Documentation

Finance

Legal

Procurement

Shipping

Commercial

Relevant Roles

Export Manager

Import Manager

Customs Compliance Officer

Trade Finance Manager

Supply Chain Manager

Logistics Coordinator

International Sales Manager

Shipping Manager

Documentation Specialist

Customs Broker

Trade Operations Manager

Global Trade Compliance Manager

International Business Development Manager

Procurement Manager

Finance Controller

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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