Your Relocation Checklist

Relocating to Italy is a complex process that goes beyond visa applications and tax filings. It requires careful planning, coordinated action, and trustworthy advisors. At

Relocating to Italy, we act as project managers of your relocation, ensuring that every step is handled with precision, within the agreed timeline and budget.

We developed this checklist to give you a clear first overview of the most important items to consider — especially if you are applying under the Flat Tax regime or for an Investor Visa.

Flat Tax - Key Preparation Items

To benefit from the Italian flat tax regime for new residents, you should begin preparing several months in advance. It typically takes up to 2 months to gather all relevant documents and background information.

Here’s what you’ll need to prepare:

Personal details: passport, previous tax residence history, Italian residence permit (if already obtained);
Family details: status of spouse and children, their nationality, tax residence, and proof they have never been resident in Italy;
Overview of the last 10 years: countries of tax residence, tax returns, and (if possible) residence certificates from tax authorities;
Number of days spent in Italy per year in the last decade (even partial days count);
List of real estate used for private purposes, both owned and rented, in Italy and abroad, with utility bills and contracts;
List of Italian assets held directly or indirectly (e.g., via companies, trusts, bank accounts);
Brief CV or biography with education and professional history;
Confirmation of any roles in Italian clubs, associations, or professional bodies (if applicable).

We help you collect and structure this information, verify compliance, and submit your ruling request or tax registration to the Italian authorities — proactively managing exceptions and bureaucratic delays.

Investor Visa - Key Preparation Items

Applying for an Investor Visa for Italy is a strategic opportunity — but it requires timely, detailed preparation. The process is heavily document-based and subject to strict compliance checks, especially regarding the origin and transferability of funds.

We assist clients at each step, from verifying eligibility to coordinating with banks, consulates, and government authorities. Below is a checklist of what you’ll need before submitting your application:

Passport with at least 2 years and 3 months of validity at the time of application;
Copy of your driving license and proof of primary residence address;
Contact details: mobile number and email address;
Recent bank statements (covering the last 3 months), dated no earlier than 30 days before the application;
Letter from your bank confirming:
- the availability of funds,
- their transferability to Italy,
- and the lawful origin of those resources;
Criminal records certificates, apostilled and translated, for all countries where you have lived for more than 12 consecutive months in the last 10 years;
CV / résumé including:
- relevant professional experience,
- academic qualifications,
- previous investment background,
- language skills;
Proof of funds: demonstrating that the assets meet the investment criteria (e.g., liquid financial instruments or immediately convertible assets);
Details of the selected investment:
- Company name (for equity investments),
- Sector, legal status, operational history,
- Consent from the legal representative of the recipient entity (if applicable);
Digital/electronic signature (required for submitting the application through the official portal). We assist you in obtaining this, including your Italian tax code (codice fiscale) if not already issued.

This step-by-step preparation is essential to avoid delays and rejections. We also assist in dealing with banks’ internal compliance teams to obtain the correct declarations, which are often highly specific and not standard.

Post-Arrival Services

Once in Italy, visa holders must complete several administrative steps. We offer full support with:

Codice fiscale (Italian tax code);
Residency registration (iscrizione anagrafica) with the local municipality;
Permesso di soggiorno application at the local Questura;
Health system enrollment (SSN);
Banking and utility setup.