Print or save this worksheet. Assign separate immigration, personal-tax and employer questions with a shared factual timeline.
Date: __________ Prepared by: __________ Review date: __________
| Question / topic | Facts and specialist owner | Decision / assumptions / trigger |
|---|---|---|
| Travel dates and relevant tax year | ________________________________ | ________________________________ |
| Actual workdays and duties | ________________________________ | ________________________________ |
| Homes and family connections | ________________________________ | ________________________________ |
| Prior residence history | ________________________________ | ________________________________ |
| Personal residence review | ________________________________ | ________________________________ |
| Income and treaty questions | ________________________________ | ________________________________ |
| Employer payroll reporting | ________________________________ | ________________________________ |
| National Insurance / social security | ________________________________ | ________________________________ |
| Immigration activity permission | ________________________________ | ________________________________ |
| Change and review date | ________________________________ | ________________________________ |
Completion check
- ☐ Under 183 days not treated as a universal exemption.
- ☐ Tax and immigration conclusions separate.
- ☐ Employer approval has a defined scope.
Worked example
A calendar app counts nights but omits workdays and UK home facts. Give the specialist the original facts rather than assuming the app’s total answers residence.
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/cross-border-work-decision-register/
Planning resource, not an official application form or eligibility decision.