Closer connection: the evidence half of Act 60

Counting days is the arithmetic half. The closer-connection question asks where your life actually is, and it is answered with documents rather than a number. TrackedPR ships that side as a written library, already grouped, so you work from a checklist instead of a blank page.

Why a day count is only half a record

Presence is measurable: you were on the island or you were not, and the days add up to 183 or they do not — and even that has more ways to be satisfied than most people know. The rest of a residency position is not arithmetic at all. It asks where your home is, where your family is, where you bank, where you see a doctor, where your car is registered, which government registrations you hold — and it is answered by producing documents, each of which took a trip, a form, or a wait.

That is the half people leave until it is urgent, because no counter is reminding them about it. A tracker that only counts days is silent on the entire question.

What the library is: 43 items, 7 groups

Each item is a prompt with somewhere to record where the document actually lives. Mark it not started, in progress or completed. Then say where it is: uploaded here, linked in your own cloud, or a physical copy in a drawer. A signed lease in a folder at home is still evidence, and the file should know that.

Identity & Residency

5 items
The documents that say you live here
Includes Puerto Rico driver's licence · Voter registration · +3 more in the app

Housing

7 items
Where you actually sleep, and the paper behind it
Includes Lease or ownership documents · Utility bills in your name · +5 more in the app

Financial

4 items
Where your money is held and moved
Includes A Puerto Rico bank account · +3 more in the app

Healthcare

3 items
Where you go when something is wrong
Includes Local health insurance · Local doctors · +1 more in the app

Community & Lifestyle

9 items
The ties that show a life rather than a stay
Includes Community and social memberships · Vehicle registration · +7 more in the app

Government & Tax

10 items
The registrations and filings the island expects of you
Includes Your Act 60 decree · Hacienda registration · +8 more in the app

Address Updates

5 items
Everything still pointing at your old address
Includes Federal and IRS records · Banks and brokerages · +3 more in the app

When to start

Earlier than most people do, and earlier than feels necessary. Three moments, in order of how much easier they make the year:

  1. 1Before you move. Most of the list needs an address on the island before it can be finished, so this is not the stage where much gets ticked off — but the file can exist, and you arrive knowing what the year will ask for instead of discovering it item by item.
  2. 2The first month after you land. This is when the dependencies unlock and when you have the most time to spend on errands. It is also when the paperwork is naturally in your hands, rather than being requested back from an institution a year later.
  3. 3Any time after that. Later is worse than earlier, but a file started in month seven still beats one assembled the following April from memory and a card statement.

If you have not moved yet, the 183-day calculator answers the other half of the timing question — whether the date you are considering leaves enough of the year to count.

The order it actually happens in

The list is grouped by kind, but you cannot work it in that order, because the items depend on each other. In practice it runs roughly like this:

  1. 1An address comes first. Almost everything downstream asks for one — and asks for proof of it.
  2. 2Then the things that prove the address: the utility accounts in your own name. These are also the items that keep producing evidence every month without you doing anything, which is why they are worth getting early.
  3. 3Then the identity documents, which is the errand-and-appointment part of the list and the part with real waiting times.
  4. 4Then the financial and healthcare ties, most of which need one of the documents above before anyone will open anything.
  5. 5Then the address updates — telling every institution that still has your old one. This is the longest tail, and the one people forget, because nothing prompts you.
  6. 6Community and lifestyle ties accumulate on their own. They mostly need recording rather than doing.

Two things follow from that order. Anything requiring an appointment should be booked before you need it, not when you get to that row in the list. And the recurring obligations — the annual ones a decree carries — are not one-time items to tick off, so they want a date in the calendar rather than a checkmark.

Where each document should live

The file records not just whether you have something but where it is, because those are different questions a year later. Three answers, and the choice matters:

  1. Uploaded here — the copy travels in your backup and reaches your CPA with the report. Best for anything you would otherwise have to go and find.
  2. Linked in your own cloud — a pointer, not a copy. Fine for large or frequently-updated documents, as long as the link still resolves when someone asks.
  3. Physical copy only — some documents are stronger as originals, and recording that you hold one is more honest than uploading a photograph and forgetting where the paper went.

What goes stale

A closer-connection file is not a task you complete. Bank accounts get opened, subscriptions renew against an old address, memberships lapse, a lease is replaced. The categories that drift fastest are the ones tied to institutions rather than to you — which is why the file is worth a pass once a year rather than once.

The part that is hard to reproduce

The value is not that a checklist exists — anyone can write one. It is which items are on it and what each one says. Several of the 43 are registrations people only discover they were meant to hold when somebody asks for them. Others carry a note about the form the evidence should take, not just its name. That detail lives in the app, where it is useful to you, rather than on this page.

It is an organising tool, not a legal standard. The standard itself is the closer connection test — ten enumerated factors with no scoring — and which of these items matter in your situation is a question for a qualified Puerto Rico CPA or tax attorney. TrackedPR does not determine residency and this page is not advice.

It travels with the day count

The evidence file is not a separate app. It sits beside your days and leaves with them: when you send your CPA a report, the closer-connection picture goes in the same packet as the day log and the proof attached to individual days. One thing to send, one thing to read.

Start today, not in April

The record is easiest to build while the year is still happening.

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