Generally speaking, the following materials need to be prepared for asking an agent to handle export tax rebates: First is the customs declaration form, which is the document for handling declaration procedures with the customs when goods are imported and exported, and it is an important voucher for export tax rebates. Second is the export sales invoice. This is the document filled out by the enterprise according to the sales contract signed with the export purchaser, and it is the basis for settling the payment with the foreign purchaser. Third is the purchase invoice, which is used to determine the supplier of the export product, the product name, etc., in order to calculate the input tax amount. There are also foreign exchange settlement memos or foreign exchange receipt notices, which prove that the export goods have received foreign exchange. In addition, for production enterprises that directly export or entrust the export of self-made products, product tax payment certificates also need to be provided; the export foreign exchange collection verification certificate is also indispensable, which proves that the export business has completed the foreign exchange collection verification. Other documents such as export goods waybills and export insurance policies may also need to be provided in certain circumstances.
When preparing materials, it is necessary to ensure their authenticity and completeness so as not to affect tax rebates.
Professional consultant answers
Elizabeth LiYears of service：3Customer Rating：5.0
Compliance and risk managerConsult
Generally speaking, the following materials need to be prepared for asking an agent to handle export tax rebates: First is the customs declaration form, which is the document for handling declaration procedures with the customs when goods are imported and exported, and it is an important voucher for export tax rebates. Second is the export sales invoice. This is the document filled out by the enterprise according to the sales contract signed with the export purchaser, and it is the basis for settling the payment with the foreign purchaser. Third is the purchase invoice, which is used to determine the supplier of the export product, the product name, etc., in order to calculate the input tax amount. There are also foreign exchange settlement memos or foreign exchange receipt notices, which prove that the export goods have received foreign exchange. In addition, for production enterprises that directly export or entrust the export of self-made products, product tax payment certificates also need to be provided; the export foreign exchange collection verification certificate is also indispensable, which proves that the export business has completed the foreign exchange collection verification. Other documents such as export goods waybills and export insurance policies may also need to be provided in certain circumstances.
When preparing materials, it is necessary to ensure their authenticity and completeness so as not to affect tax rebates.
William YangYears of service：5Customer Rating：5.0
International logistics consultantConsult
The packing list of export goods needs to be prepared. It records the packaging situation of export goods in detail, such as the quantity, weight, size, etc. of the goods. The agent needs to check the actual situation of the goods according to it.
James LiuYears of service：10Customer Rating：5.0
Foreign trade tax refund consultantConsult
There must also be an export contract. The contract clearly defines various terms of the export transaction, such as price terms, delivery methods, etc. This is crucial for the agent to understand the whole picture of the business.
Jennifer WangYears of service：4Customer Rating：5.0
Market development consultantConsult
If it is export goods under entrusted processing, the entrusted processing contract and processing fee invoice need to be provided so that the agent can accurately calculate the cost and related tax amounts.
Robert ChenYears of service：6Customer Rating：5.0
Customer service consultantConsult
For those involving special commodities, such as those requiring commodity inspection, the commodity inspection certificate needs to be provided, which indicates that the goods meet relevant quality, safety and other standards.
Amanda YangYears of service：3Customer Rating：5.0
Cost control consultantConsult
The special VAT invoice is also an important material. It is an important basis for calculating the tax rebate amount and can accurately reflect the input tax amount when the goods are purchased.
Andrew HuangYears of service：7Customer Rating：5.0
Supply chain optimization expertConsult
The foreign exchange receipt voucher cannot be missing either. It can prove that the enterprise has indeed received the payment for the export goods. Bank transfer records, etc. can all be used as foreign exchange receipt vouchers.
David LiYears of service：6Customer Rating：5.0
Senior customs declaration consultantConsult
If there is an export goods duty-paid split form issued by the customs, it also needs to be provided to the agent. This is very useful in complex situations involving multiple suppliers, etc.
Sarah ZhangYears of service：8Customer Rating：5.0
Document expertConsult
The product instruction manual is sometimes also needed. It can help the agent understand the characteristics, uses, etc. of the product more clearly, so as to facilitate the accurate handling of tax rebates.
Emily LiuYears of service：10Customer Rating：5.0
Settlement and payment expertConsult
When freight is involved, the freight invoice needs to be provided. It helps to calculate the export cost and may be used when calculating tax rebates.