A Tax Rule Card shows where you stand against one tax rule. This article explains what each part of a card means, so you can read your position at a glance and know when to speak to your adviser.
What is a Tax Rule Card?
A Tax Rule Card represents one tax rule that Daysium has coded into the platform. Each rule you count against gets its own card, showing your days for that jurisdiction and tax year.
A card monitors a threshold. It does not decide your tax residence, which is a conclusion your adviser reaches using information a day count alone cannot show.
Two kinds of rule: limits and targets
Rules work in one of two directions, and the card follows the rule.
A limit is a number of days you must stay below, because going over it would make you tax resident somewhere you do not want to be. The card counts down and shows the days you have available.
A target is a number of days you are trying to reach, because you want to establish residence in that country. The card counts up and shows the days still required.
Note: A target card showing red does not mean something has gone wrong. It means the target has not been reached yet.
The headline number
The headline on each card is either the days available before a limit, or the days still required to meet a target, depending on which kind of rule it is.
Note: Under the UK's first automatic overseas test, if the limit is 15 days and you have spent 2, the card shows 13 days available.
Days counted and the limit
Below the headline, the card shows how many days have been counted so far and the maximum or minimum the rule sets. A line on the card also tells you where the period stands, such as how many days remain in the tax year.
The Explore view
Your cards appear on the Home screen of Daysium Mobile. Tapping the forward arrow on a card opens the Explore view, which lists every date counted under that rule and shows how each day contributes to the total.
Using your cards
Check your position regularly. A card tells you where you stand today, which is most useful before you book travel rather than after.
Plan against the number. On a limit, plan to stay below it. On a target, plan to reach it.
Confirm the conclusion with your adviser. Many rules combine a day count with conditions a count cannot see, such as where you work or whether you keep a home available. Your card counts the days; your adviser confirms what they mean.
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