Your Malta tax-residence preparation record

• Identify the current tax status and any existing programme.

  Evidence: Grant letter, tax number, later correspondence and current compliance record.

  Owner: Applicant and tax adviser

• Confirm the intended application category and transition relied upon.

  Evidence: Dated programme comparison referring to the relevant rule and the applicant's facts.

  Owner: Authorised registered mandatary

• List household members and their circumstances.

  Evidence: Identity, relationship, dependency and relevant residence documents.

  Owner: Applicant

• Classify expected receipts by person and source.

  Evidence: Income schedule, pension documents, investment statements and records distinguishing income from capital.

  Owner: Applicant and tax adviser

• Check the intended property against the applicable programme.

  Evidence: Deed or lease, consideration or rent, acquisition date and documented assessment of any earlier-purchase provision.

  Owner: Applicant and authorised representative

• Coordinate the immigration and employment position.

  Evidence: Relevant permit or registration route, current documents and actions for each family member.

  Owner: Appropriate immigration adviser

• Complete and record the application sequence.

  Evidence: Document list, reviewed submission copy, receipt acknowledgement and unresolved-query log.

  Owner: Authorised registered mandatary

• Budget and diary continuing requirements.

  Evidence: Annual budget separating tax, property, official fees and other costs; assigned filing and review dates.

  Owner: Applicant and adviser

Entries are not saved or sent to KMFINCO. Reloading clears this working record. Checked items do not establish eligibility, compliance or professional approval.