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Pre-Travel Assessments
Business travel creates compliance obligations most companies are not tracking. Pre-Travel Assessments screens every cross-border trip for tax, immigration, and permanent establishment risk before departure, so your team acts on information, not surprises.
A single sales rep visiting a client country multiple times a year can create permanent establishment risk for your company. Each trip looks routine individually. Cumulatively, they are not. Most organizations have no system to see this accumulating.
Most organizations have no gate before travel that checks visa requirements, work authorization, or days-in-country thresholds. Employees book and go. Risk is discovered when it is already a problem.
Cross-border tax enforcement is increasingly coordinated. Companies that do not track business travel are exposed to audit risk they cannot quantify and cannot defend against. (Source: Horizon Dock)
HR and finance have no system to see which employees are approaching thresholds in which countries. Without that visibility, there is no ability to act before a threshold is crossed.
Before
LegacyWith Horizon
ActiveWhen a trip is submitted, Pre-Travel Assessments checks the employee's cumulative days in the destination country, evaluates immigration requirements, and flags permanent establishment risk automatically, before any approval is issued.
Every assessment returns a structured result: green (clear to travel), amber (proceed with conditions), or red (do not travel without further review). Each outcome routes to the right reviewer automatically.
Each country in a multi-stop trip is assessed separately. A three-country executive trip gets three independent risk assessments, so complex travel itineraries do not fall through the cracks.
Route trips based on destination, duration, employee role, or risk score. Low-risk trips can be auto-approved. High-risk trips escalate with the full risk context already attached for the reviewer.
Every assessment, every reviewer action, and every approval or denial is logged with timestamps and user attribution. If a tax authority asks about an employee's travel history, the record is already built.
The traveler or travel manager submits trip details: destination, dates, purpose, and role. This can integrate with your existing travel booking process.
The platform automatically checks cumulative days in country, immigration and visa requirements, and PE risk based on the nature of the work and the employee's role.
The assessment result routes based on risk level. Low-risk trips are approved automatically. Higher-risk trips go to the appropriate reviewer with the full risk context.
Approval or denial is recorded with a full audit trail. Threshold tracking is updated, and alerts fire if an employee approaches a compliance threshold.
Ask about tax and immigration risk for any destination and traveler profile before a trip is even submitted. Get an instant read before approvals begin.
The platform tracks days-in-country across your full traveling population, flagging employees who are approaching taxable presence thresholds before they cross them.
Evaluates the nature of work, duration, and frequency to surface permanent establishment risk at the trip level and across your full travel portfolio.
Every assessment and every decision logged with timestamps and user attribution. A defensible record for tax authorities and internal audits. 85% of mobility teams would value AI compliance monitoring. (Source: AI Inflection Point report)
A US-based sales team books quarterly trips to a major client in Munich. Pre-Travel Assessments flags that two team members are approaching Germany's 183-day threshold and alerts the mobility team before any obligation is triggered.
A consulting firm rotates team members through a Singapore client site over 18 months. The platform tracks cumulative presence across all rotating employees, surfaces PE risk before it crystallizes, and produces a documented assessment for each trip.
A senior leader plans a series of back-to-back trips across Southeast Asia. Pre-Travel Assessments screens each leg for visa and work authorization requirements and flags any destination that requires advance immigration action.
Risk and Compliance
Know which employees are approaching tax and immigration thresholds before they cross them. Every trip assessment is documented, so you can answer an audit question with a record, not a search through email.
Mobility
Automate business travel compliance screening without adding headcount. Structured intake, automated risk assessment, and configurable approvals reduce manual effort and create a defensible process.
Finance
Understand where your business travel exposure is accumulating before it becomes a tax liability. Threshold tracking gives you a clear view of risk by market.
HR
Give your travelers a clear process and a fast answer. Low-risk trips are approved automatically. Complex trips get the attention they need without slowing down the entire travel program.
Pre-Travel Assessments uses the same tax engine and jurisdiction rules that power relocation simulations. Compliance decisions are comparable across every type of employee movement because they run on the same rules.
Learn more about Rates and TaxesRemote work requests trigger the same compliance checks as business travel. Run both through the same platform for a complete picture of your cross-border exposure.
Learn more about Remote Work ManagementRisk-based routing from Pre-Travel Assessments connects directly to your Workflows configuration. Auto-approve low-risk outcomes, escalate high-risk ones, with no manual handoffs.
Learn more about WorkflowsA personalized walkthrough with your team's travel scenarios. See how Pre-Travel Assessments gives you a compliance gate before every cross-border trip.
