Use this dossier cover sheet with your accountant. Keep tax identifiers and account documents privately; the tracker needs references, not sensitive numbers.
| Item to record | Your notes / evidence | Owner and date |
|---|---|---|
| Business structure and ownership note | ________________________________________________ | ________________ |
| Applicable financial category / rule | ________________________________________________ | ________________ |
| Relied-on financial year(s) | ________________________________________________ | ________________ |
| Tax evidence requested and received | ________________________________________________ | ________________ |
| Accounts and accountant confirmation | ________________________________________________ | ________________ |
| Personal and business statement coverage | ________________________________________________ | ________________ |
| Ongoing activity evidence | ________________________________________________ | ________________ |
| Reconciliation issue and responsible person | ________________________________________________ | ________________ |
Complete the action plan
Schedule one reconciliation meeting before choosing the submission date. For each outstanding item, record who can issue it and whether the delay changes the intended application window.
Decision record: What is established? ____________________ What remains uncertain? ____________________ Next action and date: ____________________
Keep this completed sheet privately. It is a planning aid, not an application form or an eligibility decision. Recheck the linked official guidance before relying on a rule, fee or deadline.
Family Visa Mag · Information checked 15 October 2026 · https://familyvisamag.com/resources/self-employed-partner-evidence-worksheet/
Planning resource, not an official application form or eligibility decision.