Compliance tools · Environmental, health and safety

CBAM compliance tool

Regulation (EU) 2023/956 · European Union · Binding instrument

Name anyone on your staff. The system makes them your compliance person.

A member of your own staff, with no compliance background, reads the training module, answers the interview, and finishes with your CBAM documentation cited article by article. The knowledge stays in the business.

Every account level runs inside a dedicated Claude account. Anyone can try a toolkit in their own Claude account; compliance work runs in a dedicated one. The Claude Max plan is £90 a month, paid to Anthropic, and is not included in any level.

See a finished report before you pay

CBAM is Regulation (EU) 2023/956, a binding instrument in the European Union. Carbon border adjustment reporting and certificates on carbon-intensive imports of the listed goods, above the annual threshold of 50 tonnes for an importer.

The free assessment screens for CBAM when a business imports goods into the EU. The Regulation applies to imports of the listed goods, iron and steel, aluminium, cement, fertilisers, hydrogen and electricity, above 50 tonnes a year for an importer.

Sectors this instrument reaches: cement; iron and steel; aluminium; fertilisers; hydrogen; electricity.

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• Your exact position under CBAM: what is in place, what is missing, and what to do about each gap.
• Documentation with article citations, ready for auditors, insurers, customers and public buyers.
• A trained person inside the business who understands what the regulation requires, and stays.
• A dated record of every section completed, with the reports themselves staying in your own Claude account. The toolkit is carried by an account level, see the plans.
• All of it completed in-house, at your own pace, without booking a single meeting.

Check that CBAM applies to your business, free →

Does CBAM apply to my business?

CBAM applies to you if you import Annex I goods into the customs territory of the Union, covering cement, iron and steel, aluminium, fertilisers, hydrogen and electricity (Article 2(1)). From 1 January 2026 only an authorised CBAM declarant may import those goods (Article 4).

Who does CBAM apply to?

It applies to any person importing Annex I goods into the customs territory of the Union (Article 2(1)), to authorised CBAM declarants (Article 4), to indirect customs representatives where the importer is not established in a Member State (Article 5(2)), to third-country installation operators who register voluntarily (Article 10(1)) and to accredited verifiers (Article 18).

Does CBAM apply to a small business?

CBAM has no size threshold or exemption for small businesses. Recital 22 says administrative manageability holds particular importance for SMEs and Recital 78 requires the Commission to consult SMEs on delegated acts, but SME importers face the same authorisation, declaration and certificate surrender obligations as larger importers.

When does CBAM apply from, and what are the deadlines?

The transitional period ran from 1 October 2023 to 31 December 2025 with quarterly reports due one month after each quarter end (Article 35(1)). The definitive regime applies from 1 January 2026 (Article 36(2)(b)), with the first CBAM declaration and certificate surrender due by 31 May 2027 for calendar year 2026 (Articles 6(1), 22(1)).

What does CBAM require me to do?

You must hold authorised CBAM declarant status before importing (Article 4), submit an annual CBAM declaration by 31 May each year (Article 6(1)), surrender CBAM certificates (Article 22(1)), hold certificates covering at least 80 per cent of embedded emissions at each quarter end (Article 22(2)) and have your declared emissions verified (Article 8(1)).

What records or documents does CBAM require me to keep or produce?

You must retain records sufficient for verification under Annex V (Article 7(5)) for four years after the declaration year (Article 7(6)), and keep independently certified documentation of any carbon price paid in the country of origin, including rebates and evidence of payment, for four years (Articles 9(1)-(3)).

What happens if I do not comply with CBAM?

Failure to surrender certificates by 31 May brings a penalty identical to the EU ETS excess emissions penalty under Article 16(3) of Directive 2003/87/EC for each certificate not surrendered (Article 26(1)), and you must still surrender the outstanding certificates (Article 26(3)). Unauthorised importation brings a penalty of three to five times that amount (Article 26(2)).

How do I start complying with CBAM?

The first practical step is to apply for authorised CBAM declarant status through the CBAM registry before importing Annex I goods (Article 5(1)), or, where the importer is not established in a Member State, for the indirect customs representative to apply instead (Article 5(2)).

Which ComplianceSME account includes the CBAM toolkit?

The CBAM agent toolkit is included from the Medium level.

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