Valuation

Royalties and License Fees

Also known as: Royalties

Payments for the use of intellectual property that the buyer must pay as a condition of sale — dutiable additions to transaction value.

Royalties and license fees are payments the buyer is required to pay, directly or indirectly, as a condition of the sale of the imported merchandise for export to the United States. When dutiable, they are added to the price actually paid or payable under 19 U.S.C. § 1401a(b)(1)(D).

CBP applies a three-part test, set out in Statement of Administrative Action accompanying the Uruguay Round Agreements Act and reflected in HQ rulings:

  1. Was the royalty related to the imported merchandise?
  2. Was the royalty paid as a condition of the sale for export to the United States?
  3. To whom and under what circumstances was the royalty paid?

If the royalty is paid to the seller (or to a party related to the seller) and the buyer cannot purchase the goods without paying it, the royalty is almost always dutiable. If the royalty is paid to an unrelated third-party licensor and the seller has no involvement in the license arrangement, the royalty is typically non-dutiable.

Common dutiable scenarios:

  • License fees paid to a foreign parent for the right to import and resell branded goods
  • Patent royalties paid as a condition of obtaining the merchandise from a related foreign manufacturer
  • Trademark royalties bundled into the purchase price under a single agreement

Common non-dutiable scenarios:

  • Royalties for the right to reproduce or distribute the merchandise after importation (e.g., software publishing rights)
  • Buying-down rights paid to an unrelated party with no nexus to the seller

The analysis is fact-intensive. CBP's Informed Compliance Publication on Royalties and HQ rulings like H037930 and H242894 are the leading interpretive guidance.

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