Do you have a personal tax account?

Posted on 13th August 2024 by Streets - Income Tax

HMRC’s Personal Tax Accounts (PTAs) serve as an online tool that enables taxpayers to view and update their information in real time. The PTA can be used for many routine requests and services and help you bypass the need to call or write to HMRC.

Every individual in the UK that pays tax has a PTA, but taxpayers must sign up in order to access and use the service. This can be achieved by using the Government Gateway. You may need to verify your identify when using the service.

The following services are currently available on your PTA:

check your Income Tax estimate and tax code
fill in, send and view a personal tax return
claim a tax refund
check your Child Benefit
check your income from work in the previous 5 years
check how much Income Tax you paid in the previous 5 years
check and manage your tax credits
check your State Pension
check if you’ll benefit from paying voluntary National Insurance contributions and if you can pay online
track tax forms that you’ve submitted online
check or update your Marriage Allowance
tell HMRC about a change of name or address
check or update benefits you get from work, for example company car details and medical insurance
find your National Insurance number
find your Unique Taxpayer Reference (UTR) number
check your Simple Assessment tax bill

The PTA is a key component of HMRC’s broader strategy to transition to a fully digital tax service.

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