Montrogue

Tax Advisors

Client Portal

Access the forms and documents you need to work with Montrogue Tax Advisors.

Your Account

Access your Iris Elements client account to view your documents, messages, and account details managed by Montrogue.

Tax Return Questionnaire

Complete our Tax Return Information Questionnaire (PTIR). Completion is needed for us to prepare your tax return accurately.

New Client Form

Complete our initial client intake form to provide your personal and business information when first engaging our services.

Nominated Persons Form

Authorise a third party — such as a spouse, business partner, or professional adviser — to communicate with Montrogue Limited on your behalf.

Payroll Form

Complete our Employer Payroll Setup and Compliance Review form to ensure accurate and compliant payroll processing.

Company Incorporation Form

Complete our Company Incorporation Questionnaire to provide all necessary information for company setup and registration.

Statutory Residence Test Calculator

Estimate your UK residence status under HMRC's RDR3 Statutory Residence Test — automatic overseas and UK tests, and the sufficient ties test.

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Need Help?

If you have any questions about completing these forms or need assistance, please don't hesitate to contact us.