Ouli Refund / Guides

How-to · ACE Portal

Getting your entries out of ACE.

Entry summary data comes out of the ACE Secure Data Portal through ACE Reports, exported as CSV — commonly found under ACE Public Folders → ACE → Trade → Importer → Entry Summary. Access requires an Importer, Organizational Broker or Filer sub-account. The catch worth knowing before you start: the standard entry summary reports do not carry line-level Chapter 99 detail, and Chapter 99 is where IEEPA duty is recorded, so a summary-level export will not tell you what IEEPA duty an entry actually carried.

PUBLISHED 2026-08-31 · FIGURES FROM CBP COURT FILINGS AND PUBLIC RECORDS, AS OF JULY 2026

Where
ACE Secure Data Portal → ACE Reports. A common path is ACE Public Folders → ACE → Trade → Importer → Entry Summary.
Access
An Importer, Organizational Broker or Filer sub-account on the ACE Portal.
Format
Run the report, then download the result as CSV.
The gap
Standard summary reports such as ES-001 do not include line-level Chapter 99 duties — the lines that carry IEEPA duty.
Also needed
ACH banking details on the ACE account. Refunds do not process without them, however clean the claim.
Alternative
Your customs broker can pull the same data — and is the party who reviews and files whatever follows.

Why line level matters here

IEEPA duty is assessed on Chapter 99 lines. A report that aggregates to the entry level shows what was paid in total but not what portion was IEEPA — which is the number the whole refund question turns on.

This is not a formatting inconvenience. Without line-level detail, an entry's IEEPA exposure is genuinely unknown rather than zero, and any tool that reports it as zero is telling you something false. Ouli Refund's scanner marks such entries unknown for exactly this reason.

If your export lacks Chapter 99 lines, the options are a line-level report type or asking your broker for the entry summary detail — the same data they filed.

Reconcile against the original 7501

Whatever route an entry eventually takes, the reference document is the original CBP Form 7501 entry summary as filed. CAPE declarations are rejected on mismatches against it at the line level — HTS code, value, quantity — and one bad line rejects the whole declaration.

So an ACE export is the starting point, not the source of truth. The comparison between the two is the work, and it is what the scanner automates when you paste an export in.

Before anything is filed

Two account-level items block payment regardless of the merits: banking details must be enrolled for ACH on the ACE account, and any outstanding debts to CBP may be offset against a refund under 19 CFR 24.72(b) before it reaches you.

Both are worth confirming early, because neither surfaces as a problem until after a claim has otherwise succeeded.

Where we stand

Software, not legal advice.

This describes how to retrieve your own records from a government portal. What those records mean for a refund, and what to file, is a determination for your licensed customs broker or attorney.

Oulution is not a law firm and not a customs brokerage. Nothing on this page is legal, customs or tax advice, and no attorney-client relationship is formed by reading it.

Your entries already know the answer.

Paste an ACE export and get every entry's paths, amounts and deadlines in one session — with the reasoning shown all the way through.

Start free scan → Free deadline calculator

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