Tax Onboarding Questions
Below are all the questions you should be able to answer in the Tax Onboarding meeting:
Please, it is important to be able to answer them to ensure the Tax Onboarding meeting is smooth and efficient.
1. Property and registration
Do you have a permanent home available to you in Andorra?
Possible answers
- Yes, owned
- Yes, rented
- No
Do you have a permanent home available to you in Spain?
Possible answers
- Yes, owned
- Yes, rented
- No
Does a close relative (parents, siblings, children, spouse…) own a home that you use regularly or occasionally?
Possible answers
- Yes, my spouse's
- Yes, another relative's
- They own a home, but I do not use it
- No
What is your nationality?
Possible answers
- Spanish
- Andorran
- Other
Where are you currently registered (residence registration)?
Possible answers
- Andorra
- Spain
- In both
- In another country
Where do you usually live or reside?
Possible answers
- Andorra
- Spain
- In both
- In neither
- In another country
2. Personal ties
Are you married and do you have children who are minors or financially dependent?
Possible answers
- Married, no minor or dependent children
- Married, with minor or dependent children
- Not married, with minor or dependent children
- None of the above
Where do your partner and/or minor children reside?
Possible answers
- All in Andorra
- All in Spain
- Partner in Spain, children in Andorra
- Partner in Andorra, children in Spain
- Outside Spain and Andorra
- I have no partner or children
Do you have close relatives (parents, adult children, or siblings) residing in Spain?
Possible answers
- Yes
- No
3. Economic interests
Where is most of your wealth located? (Indicate approximate percentages; they must total 100%)
(Enter an approximate percentage; it must add up to 100%)
- Andorra (%)
- Spain (%)
- Other countries (%)
Where are your main sources of income located? (Indicate approximate percentages; they must total 100%)
(Enter an approximate percentage; it must add up to 100%)
- Andorra (%)
- Spain (%)
- Other countries (%)
Do you hold shares or positions in companies?
Possible answers
- Yes, in Andorra only
- Yes, in Spain only
- Yes, in both countries
- No
Do you own real estate for rent or investment?
Possible answers
- In Andorra only
- In Spain only
- In both countries
- In other countries
- I own no property
Where are your main bank accounts domiciled?
Possible answers
- Andorra
- Spain
- In both
- In other countries
4. Days of stay
How many days have you spent in the following countries during the last calendar year (e.g. 2024)? (Estimate; the total should add up to 365/366 days).
The days must add up to a full year. It need not be exact to the day.
Number of days (0-365)
- Andorra
- Spain
- Other countries
Do you keep documentary records of your physical presence (tickets, entry/exit stamps, utilities, GPS, mobility apps, etc.)?
Possible answers
- Yes, I keep complete and verifiable records
- Partially
- I do not keep records