Customs Proforma Invoice for Switzerland

Customs Proforma Invoice Template for Switzerland

A Customs Proforma Invoice is a preliminary bill of sale sent to buyers before a shipment of goods, specifically designed to satisfy Swiss customs requirements. This document serves as a declaration of the shipped items' value and characteristics for customs clearance purposes in Switzerland. It includes detailed information about the goods, their value, origin, and intended use, while complying with Swiss customs regulations, including the Federal Customs Act (Zollgesetz) and related ordinances. The document is particularly important for Switzerland's unique position as a non-EU country with specific customs requirements despite its central European location and numerous bilateral trade agreements.

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What is a Customs Proforma Invoice?

The Customs Proforma Invoice is an essential document in international trade transactions involving Swiss imports or exports. This document is required by Swiss customs authorities to process goods through customs clearance and determine applicable duties and taxes. The Customs Proforma Invoice must comply with Swiss federal customs regulations and includes comprehensive details about the goods being shipped, their value, origin, and intended use. It serves as a preliminary invoice that outlines the transaction details before the actual commercial invoice is issued. This document is particularly crucial in Switzerland's context, where specific customs documentation is required due to its status as a non-EU member state with distinct customs territory, despite having numerous bilateral trade agreements with the EU and other countries. The document must adhere to the requirements set forth in the Swiss Federal Customs Act and related ordinances, while also considering international trade standards and WTO requirements.

What sections should be included in a Customs Proforma Invoice?

1. Invoice Header: Contains document title (Proforma Invoice), date, unique reference number, and place of issue

2. Seller Information: Complete details of the exporter/seller including company name, address, tax/VAT numbers, and contact information

3. Buyer Information: Complete details of the importer/buyer including company name, address, tax/VAT numbers, and contact information

4. Shipment Details: Information about delivery terms (Incoterms), shipping method, expected shipping date, and country of origin

5. Goods Description: Detailed description of goods including quantity, unit price, HS codes, and total value

6. Value Declaration: Total invoice value, currency, and breakdown of costs (goods, freight, insurance if applicable)

7. Declaration of Origin: Statement declaring the country of origin of the goods

8. Purpose Statement: Declaration of the purpose of shipment (e.g., commercial sample, temporary export, permanent export)

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

1. Special Handling Instructions: Used when goods require specific handling, temperature control, or safety measures

2. Free Trade Agreement Declaration: Required when claiming preferential treatment under applicable free trade agreements

3. Insurance Details: Included when shipment includes insurance coverage

4. Export License Information: Required for goods subject to export control or special permits

5. Payment Terms: Include when specific payment arrangements need to be documented for customs purposes

6. Additional Safety Declarations: Required for dangerous goods or regulated substances

What schedules should be included in a Customs Proforma Invoice?

1. Packing List: Detailed list of packed items including quantities, weights, and dimensions

2. Technical Specifications: Detailed technical descriptions required for certain types of goods

3. Safety Data Sheets: Required for chemical products or hazardous materials

4. Certificate of Origin: Official document certifying the origin of goods

5. Product Photos: Visual documentation of goods when required by customs

6. Quality Certificates: Required for certain products to prove compliance with standards

Authors

Alex Denne

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

Jurisdiction

Switzerland

Publisher

Genie AI

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions
Relevant Industries

Manufacturing

International Trade

Retail

Pharmaceuticals

Chemical Industry

Automotive

Electronics

Luxury Goods

Food and Beverage

Textile and Apparel

Machinery and Equipment

Watch and Jewelry

Medical Devices

Agricultural Products

Relevant Teams

Logistics

Supply Chain

Export

Import

Customs Compliance

International Trade

Documentation

Shipping

Trade Operations

Global Trade

Finance

Legal

Sales

Customer Service

Relevant Roles

Export Manager

Import Coordinator

Customs Compliance Officer

Trade Documentation Specialist

Logistics Manager

Supply Chain Director

International Trade Specialist

Shipping Coordinator

Customs Declaration Officer

Global Trade Compliance Manager

Documentation Manager

Export Control Officer

Trade Operations Manager

Customs Broker

International Sales Manager

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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