Print or save this worksheet. Separate contractual status, proposed tasks and actual service delivery for a focused review.
Date: __________ Prepared by: __________ Review date: __________
| Activity / relationship | Client / delivery / payment facts | Provision or review question |
|---|---|---|
| Employee / contractor / owner status | ________________________________ | ________________________________ |
| Client legal entity and country | ________________________________ | ________________________________ |
| Meeting or negotiation | ________________________________ | ________________________________ |
| Production and deliverable | ________________________________ | ________________________________ |
| Support or ongoing service | ________________________________ | ________________________________ |
| Business-management activity | ________________________________ | ________________________________ |
| Where work is physically done | ________________________________ | ________________________________ |
| Contract location restrictions | ________________________________ | ________________________________ |
| Genuine visit purpose | ________________________________ | ________________________________ |
| Alternative route investigation | ________________________________ | ________________________________ |
Completion check
- ☐ Foreign client not treated as permission.
- ☐ Employee wording not extended automatically.
- ☐ Specific permitted activities reviewed on their conditions.
Worked example
A designer is asked to produce paid campaign work during a family visit. Record the independent status and actual task before relying on a general remote-work article.
Decision and next action
What is supported by evidence? __________________________________
What remains uncertain? __________________________________
Action / owner / deadline: __________________________________
Keep completed copies privately. Do not send passport numbers, financial statements or health records through a general contact form. This is a preparation resource, not an application form or an assessment of immigration eligibility.
Nomad Visa Mag · Information checked 15 October 2026 · https://nomadvisamag.com/resources/freelance-activity-and-client-matrix/
Planning resource, not an official application form or eligibility decision.