Static fictional sample. This is not a live dashboard, customer record, tax calculation, filing decision or product-performance claim.
Expat tax adviser intake
What a pre-assessment can organise before the first call
The actual workflow collects client-supplied current and post-move facts and produces a structured pre-consultation report. The adviser must verify every input and make every professional judgement.
Client
Alex Example
Fictional person
Scenario
Country A to Country B
Illustrative move only
Status
Needs adviser review
No automated conclusion
Illustrative client-supplied facts
Example categories, not a complete questionnaire.
Current situation
- Current country
- Country A
- Employment income
- Client-entered amount
- Other income
- Client-entered categories
Post-move scenario
- Destination
- Country B
- Expected income
- Client-entered estimate
- One-off costs
- Client-entered estimate
Illustrative adviser review prompts
| Area | Prompt |
|---|---|
| Timeline | Confirm the relevant dates and supporting documents. |
| Income | Reconcile the client's current and expected income inputs. |
| Assumptions | Identify missing facts before giving professional advice. |
Evaluate the real workflow with fictional inputs first
Check the intake questions, report structure, access controls and assumptions before inviting a real client.