Interactive-style sample · Fictional data · Not financial, legal, or tax advice
Back to offer →Expat tax intake sandbox
A branded pre-consult intake your client can finish before you open the file.
This sample shows what the client sees, what the adviser receives, and how the first consultation starts with residency, income, assets, missing documents, and follow-up questions already organised.
Client
Sarah T.
US citizen, UK resident
Corridor
UK to Portugal
Move target: Q3 2026
Needs review
5 flags
Residency, FEIE/FTC, pension, employer setup
Saved time
~35 min
Before the first consultation
Branded intake link
A guided intake that feels like your firm, not a generic form.
Client completion
82%
Residency and filing
- Citizenship
- United States
- Current residence
- United Kingdom
- Destination
- Portugal
- Filing status
- Single
Income profile
- Employment
- UK employer
- Gross income
- £92,000/yr
- Remote after move
- Likely
- Self-employment
- No
Assets and accounts
- UK workplace pension
- US brokerage account
- Foreign bank balances above reporting threshold
- No rental property reported
Consent
Consent is explicit, timestamped, and limited to this pre-assessment workflow.
Pre-consult summary
The adviser starts with a structured view, not a pile of attachments.
Generated
July 2, 2026
High-priority flags
2
US reporting and employer structure
Clarify
3
Residency dates, pension, brokerage
Ready
7
Answers ready for consult prep
| Area | Client answer | Adviser prompt |
|---|---|---|
| Tax residency | UK resident through June 2026; Portugal lease starts August 2026 | Confirm split-year treatment and statutory residence test day count. |
| US filing | Filed 1040 every year; no FBAR filed in 2025 | Review FBAR/FATCA exposure and correction path. |
| Employer setup | UK employer has not confirmed local payroll or EOR | Flag PE/payroll/social security risk before move. |
| Investments | US brokerage, UK pension, ISA balance | Check PFIC/ISA treatment and reporting scope. |
Consult handoff
The first meeting starts with decisions, not data collection.
PopaDex does not give tax advice. It packages client-provided facts so the adviser can scope the engagement faster and spot risks earlier.
1. Confirm timeline
Residency dates, travel days, lease start, employment transition.
2. Scope risk
US reporting cleanup, UK exit, Portugal arrival, payroll exposure.
3. Quote cleanly
Use the structured summary to propose the right engagement.
Founding partner workflow
Turn this sample into your branded client intake.
The live version uses your logo, your intake link, client-provided inputs, and a clean adviser summary before the first consult. Setup is self-serve.
Start founding partner setup →