Appendix 1: Overseas worker tax assessment – Basic facts template
Overseas worker tax assessment – Basic facts template (Word version)
| 1 | In which country is the individual a national? | |
| 2 | In which country is the individual resident? | |
| 3 | How long has the individual lived in the country of residence? | |
| 4 | On what date will the individual arrive in the UK/host country? | |
| 5 | What period(s) is the individual likely to spend in the UK/host country (from MM/YYYY to MM/YYYY)? | |
| 6 | What periods has the individual spent in the UK / host country in the 4 years prior to the start of this assignment/visit? | |
| 7 | Will the individual be accompanied by a spouse/children/partner? If so, who will accompany the individual? | |
| 8 | Which entity employs the individual? | |
| 9 |
Which entity will pay the individual during the work/assignment period? Will there be a recharge of the costs between the foreign entity and the UK/host entity? |
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| 10 | In which country will the individual receive his salary/compensation? e.g. into a UK or non-UK bank account? | |
| 11 | Will any additional benefits be provided (e.g. living allowance, accommodation, etc.)? If so, please list the benefits to be provided and the name of the entity that will provide them/bear the cost? e.g. pension provision | |
| 12 |
If accommodation is provided, is the rental lease between the landlord and the company or the individual? Please also confirm the length of the lease period. |
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| 13 | What type of work will the individual do during the assignment period? e.g. teaching, training, research, etc. Please provide a brief description | |
| 14 |
Does the individual have a work permit/visa for entry into the UK/host country? What visa/work permit has been obtained? What is the validity period of the visa/work permit? |