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?