Tool
Cross-border tax questions checklist
The checklist follows the income types you tick. It does not calculate tax owed.
Checklist
WiT Access tools are for illustration, planning and record-keeping only. They do not constitute financial, tax, legal, immigration, insurance, mortgage or investment advice. Rules, eligibility and provider terms vary by jurisdiction and circumstances.
Use this output to prepare questions for a qualified professional.
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Tax residence
- Which countries are in view, and for which tax year?
- Which day-count or other residence facts still need a record?
- Who is being asked: one person, a couple, or a family?
Double taxation
- Is there a treaty between the countries named?
- Which method, credit or exemption, needs to be located in that treaty?
Reporting
- Which foreign accounts, companies or trusts might need a disclosure question?
How to use this
- Name the countries involved.
- Tick every income or asset type that applies.
- Take the questions to a qualified adviser.
What this tool does
- Lists questions on residence, source, double taxation, social security, gains, property, pensions, company management, reporting and inheritance.
What this tool does not do
- Calculate tax.
- Decide where you are resident.