Have you set up your HMRC personal tax account?
Did you know that HMRC launched the personal tax account (PTA) back in 2015 for all UK workers? This service allows you to check your tax affairs online whenever you want without needing to phone or write to HMRC.
The main big benefit, though, is that everything regarding your tax affairs will be online in one place, meaning it’s more accessible for everyone. It’s a great idea to regularly login to your Personal Tax Account, to get into the habit of checking your details and reviewing your tax affairs. HMRC are no strangers to making errors, and the sooner these errors are found, the quicker they can be resolved.
You can use your personal tax account to:
- check your Income Tax estimate and tax code
- check your employment, pension or other PAYE income
- check or update benefits you get from work, for example company car details and medical insurance
- fill in, send and view a personal tax return
- claim a tax refund
- check and manage your tax credits
- check your State Pension
- Make changes to tax credit claims
- Update child benefit information
- track tax forms that you’ve submitted online
- check or update your Marriage Allowance
- tell HMRC about a change of address
- find your National Insurance number
To set up your Personal Tax Account, click here. You’ll need:
- your National Insurance number or UK address
- a recent payslip or P60 or a valid UK passport
If you spot any mistakes or have questions about the information on your Personal Tax Account, you can still contact HMRC directly