Provide an accurate account of the responsibilities and the support that allows the claimed primary role.
Use representative evidence
A single unusually quiet week may not describe normal duties. Do not omit regular operational work merely because a cleaner chart would be easier to present.
Ordinary operating records on both sides: tax filings, financial statements, payroll registers, customer invoices, premises leases and evidence of regular commercial activity. Provide evidence that the Canadian company continues to operate after the transfer, such as recent invoices and payroll, and that the U.S. subsidiary is providing goods or services, such as customer contracts and a lease. Provide the share register, the purchase agreement for the majority interest, and evidence that each business is actually trading: invoices, payroll, tax filings, licences. The core record set is usually an ownership chart backed by formation and share documents, foreign payroll and role evidence, and a detailed U.S. position description. The two share registers, evidence that both companies trade, payroll showing the beneficiary's qualifying year, an organisation chart for the receiving company, and a duty description written by someone who knows what the role involves day to day.