Your first-year action plan.

Before departure

1. Complete the status and income inventory. Obtain advice in both countries where needed.
2. Check the three-calendar-year exemption history and identify unresolved domicile or tax-liability questions.
3. Confirm your lawful residence/work route and documents for every family member.
4. Gather legalised documents and source-of-funds evidence, and agree a first-year budget.
5. Plan departure reporting, bank access and health insurance from arrival.

Arrival and the first weeks

1. Keep travel and arrival evidence and confirm the legal date used for tax settlement.
2. Complete the residence/work steps applying to your status without missing lawful-stay deadlines.
3. Register the actual address through the correct office and verify all identity links.
4. Open appropriate personal banking, mobile and official-portal access.
5. Instruct the exemption-certificate application with a recorded deadline; do not postpone it until the rest of the move feels complete.

Before your first business transaction

1. Make the business/no-business decision and resolve permission to work.
2. Complete the appropriate individual or company registration and licence requirements.
3. Set up accounting, e-documents, social-security and tax-notification access.
4. Open the right business account and test an invoice-to-receipt reconciliation.
5. Agree the filing calendar, document cut-offs and who authorises payments.

During the rest of the first year

1. Reconcile bank and platform statements regularly and preserve gross-to-net evidence.
2. Resolve certificate follow-ups and retain the issued document.
3. Check insurance, residence and work renewal requirements ahead of expiry.
4. Review new clients, income types, investments, family or ownership changes before assigning tax treatment.
5. At year-end, reconcile domestic and foreign income and prepare both countries’ filing packages.

What “complete” means

Use evidence rather than memory. “Banking done” means the account is active for intended transactions and you can authenticate access. “Tax registration done” means the registered obligations are known and a filing owner is assigned. “Exemption done” means the application/decision and eligible-income analysis are documented.

Keep a simple tracker with action, responsible person, authority, due date, status and evidence location. The printable worksheet is for your own records; avoid uploading passports, medical files or tax documents to this site.

If a deadline is missed, do not mark the step complete merely because you intend to fix it. Obtain advice on available remedies and record the authority’s response. Treat uncertainty as an open task with an owner.

Your document checklist

This is a preparation list. The receiving authority or bank may require additional or different documents.

• Personalised timeline and responsibility tracker
• Receipts and decisions for each application
• Bank access and transaction test record
• Registration and filing schedule
• Year-end income reconciliation
• Renewal and review calendar

Ask your adviser

• Which task blocks the next one?
• What evidence proves this step is complete?
• What must be done before my next legal deadline?