Use genuine employment records and an accurate explanation of significant role or location changes.
Keep material details available
A short résumé can be useful without concealing facts needed for the qualifying-year assessment.
Share registers and resolutions tracing ownership between the Canadian and American entities, evidence that both are actively doing business, organizational charts for each with duties attached to positions, and payroll records establishing the transferee's qualifying year abroad. Payroll statements, employment contracts and amendments, transfer and secondment letters, leave approvals, resignation and rehire letters, pension or social insurance records, and passport pages showing entries and exits. An accurate organizational chart, a written description of the function's scope and decision rights, evidence of the specialists who execute the function even without a direct reporting line, and documentation of the qualifying corporate relationship between the two entities. Corporate records and ownership documents establish the relationship; payroll, tax, and employment records establish the overseas service; organization charts, position descriptions, and authority records establish the foreign and proposed US roles; invoices, contracts, and operating records establish that the companies are doing business. Payroll records covering the relied-upon period should show full-time hours and consistent pay, and an organizational chart or role description from before and after the layoff should show the executive returned to the same or an equivalent qualifying position rather than a materially different one.