Using your Personal tax accounts

HMRC’s Personal tax accounts (PTAs) were launched in 2015. The service works as an online resource to allow taxpayers to review and update their details in real time. For many routine requests and services using the PTA can help you avoid having to phone 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 done using either the Government Gateway or a GOV.UK Verify account. 

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 income from employment 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;
  • track tax forms that you’ve submitted online;
  • check or update your Marriage Allowance;
  • tell HMRC about a change of address;
  • check or update benefits you get from work, for example company car details and medical insurance;
  • find your National Insurance number.

HMRC routinely adds more services to allow taxpayers to more fully manage their tax affairs online. The PTA is part of HMRC’s overriding strategy to move to a fully digital tax service.

Source: HM Revenue & Customs Mon, 06 Sep 2021 00:00:00 +0100

Latest articles

Notifying cessation of self-employment

Any taxpayers that have ceased to be self-employed must notify HMRC of their change in status. There are a number of steps that must be followed if a taxpayer ceases trading as a sole trader or if they are ending or leaving a business

Submitting CIS nil monthly returns

The Construction Industry Scheme (CIS) is a set of special rules for tax and National Insurance for those working in the construction industry. Businesses in the construction industry are known as ‘contractors’ and ‘subcontractors’ and should be

Check employment status for tax

The Check Employment Status for Tax (CEST) tool can be used to help ascertain if a worker should be classified as employed or self-employed for tax purposes in both the private and public sector.

The service provides HMRC’s view if IR35 legislation

Class 1A payment deadline

Class 1A NICs are paid by employers in respect of most benefits in kind provided to employees such as a company car. There is no employee contribution payable. If you provided taxable benefits to staff or directors your business is likely to have a