A handover you can work from.
Illustrative structure, not an official document or a completed client file. An index of records, open items and next actions — with no client data.
Your setup, organised.
A working index of records, open questions and assigned next actions. Not an official document, client result or evidence of approval.
Document checklist
- Registration records — when issued
- Status application and authority response — if applicable
- Banking preparation file — IE Operating Base / IE + Work Route
- Accountant transfer file — IE Operating Base / IE + Work Route
Status register
- Registration
- Record the actual filing stage and available evidence.
- Outstanding items
- List missing information, dependencies and the next owner.
- Independent decisions
- Record the response received. Never infer approval.
Responsibilities & next actions
- FounderConfirm business facts and supply the requested evidence through the agreed channel.
- STRATACoordinate the accepted work, update open items and organise the handover.
- Named professionalConfirm the specialist scope and obligations before work starts. No provider is assigned in this example.
IE Launch: registration and obligations handover. IE Operating Base adds banking preparation and accountant handover. IE + Work Route adds permit coordination where required. Professional and government fees remain separate.
View the full file index
Registration and obligations handover is included in IE Launch; banking preparation and accountant handover start with IE Operating Base. Permit coordination belongs to IE + Work Route, where required and within the agreed scope.
| Folder | Evidence / deliverable | Responsible party | Example status |
|---|---|---|---|
| 01 / Registry | Accepted filing, registry extract, registered details and address term | STRATA + filing provider | Awaiting actual extract |
| 02 / Tax status | Application receipt, authority decision, effective date and unresolved classification | Accountant identified in the agreed scope | No status assumed |
| 03 / Right to work | Counsel scope assessment, applicable exemption or application evidence | Qualified lawyer identified in the agreed scope | Profile-specific review |
| 04 / Banking | One application preparation, business narrative, checklist and outstanding requests | Founder + bank | No bank decision assumed |
| 05 / Accounting | Named contact, record transfer acknowledgment, first reporting period, scope and recurring fee | Accountant + founder | Separate agreement required |
| 06 / Calendar | Verified declaration dates, address renewal, relevant permit expiry and assigned owner | Accountant / lawyer / founder | No example deadline presented as real |
The open-items register
- Actual authority response and effective date, rather than “application = approval”.
- Provider name, consent to introduction and accepted recurring scope.
- Any home-country adviser question, with no Georgian-only tax conclusion.
- Documents requested by a bank, with a secure collection channel agreed first.
This sample contains no client data. Your actual handover follows the accepted scope and records the decisions received. Use your browser’s print command to save this sample.
Ready to build from Georgia?
Two minutes to tell us about your business. Your plan and fixed price, straight to your inbox.
Get my recommended route