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Do you have a personal tax account?

Posted on 13th August 2024 - Income Tax

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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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