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?|
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?
|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|
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.
|13||What type of work will the individual do during the assignment period? e.g. teaching, training, research, etc. Please provide a brief description|
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?