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Processing Trade Regime (PTR)
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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: China products

Header Tab

The Header tab contains essential details about your handbook. Make sure to enter information in all fields marked with an asterisk (*).

Fill in the “Header” tab

To fill in the Header tab, you'll need to provide specific information in the required fields marked with an asterisk (*).
Here's a brief guide on how to proceed:
Field
Information
Handbook Num
Enter the unique number associated with your processing trade handbook. This is typically assigned by the customs authority or your company's trade compliance system.
Handbook Type
Select the appropriate type from the dropdown menu based on your operation's specifics:
  • E账册 (e-Handbook) for general electronic handbooks.
  • H账册 (H-handbook) if used in an export processing zone.
  • 耗料 (Raw Material Consumption) for T-handbooks.
  • 工单 (Work order) if using actual consumption data from ERP work orders instead of a Bill of Materials (BOM).
  • 企业为单元 (Enterprise unit) for centralized taxation policies with domestic sales, selling bonded materials first and paying taxes within 15 days after each quarter ends.
Declared Type
Choose from the following options based on the status of your handbook:
  • Registration when the handbook is registered.
  • Amendment if there are changes to the handbook.
  • Variance Confirmed when closing the handbook.
Stop Date
Input or select the stop date using the calendar feature.
Online Enterprise Archives Num
Input the required number for your enterprise archives.
Maximum Turnover Amount
Input the required maximum turnover amount manually.
Reconciliation Period
Input the required reconciliation period, with the default being 180 days.
Custom Master
Choose the appropriate custom master from the dropdown menu.
BOM Type
Select the BOM type based on when the BOM version is applied:
  • 出口前 for selecting the BOM version for each export shipment before export.
  • 报核前 for selecting a fixed BOM version before each reconciliation.
Maximum Import Amount
Manually input the required maximum import amount.
Handbook Usage
  • 一般纳税人 (General taxpayer)
  • 特殊行业 (Special industry)
  • 保税维修 (Bonded maintenance)
  • 委内加工 (Internal processing)
  • 保税研发 (Bonded research and development)
  • 零关税-1(全免） (duty free -1(All free)
  • 零关税-2(自愿缴税） (duty free -2(voluntary tax)
Handbook Status
Important: this field is typically auto-populated by the system based on the handbook's current stage in the process.
0. Create Handbook
1. Approval/In used
2. Pending
3. Rejected
4. In progress (If you select Save and Validate and there is error message displayed in the Validation Message tab.)
5. Ready to generate XML (If there is no error message in the Validation Message tab after you select Save and Validate.)
6. Freeze Handbook
7. Close Handbook
Handbook Declare Status
This field is automatically updated based on responses from China Customs (National Single Window) and reflects the declaration status of your handbook.
1. Approval
2. Pending/Transferred to manual audit
3. Reject
Y. Message received successfully
Z. Message received fail

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