Using your personal tax account

Jun 15, 2022

Your online personal tax account (PTA) is a useful source of information about your personal tax position and allows you to communicate with HMRC quickly and easily.

For example you can check your PAYE code, update any estimated aspects of your code and view your annual tax summary.

Your PTA also contains your complete national insurance record for the whole of your adult life so you can check for gaps in that record. By clicking on ‘state pension’ you can see a forecast of the value of your pension and when you will be able to draw it. If you claim tax credits or child benefit you can tell HMRC about changes to your claim through your PTA.

There is also a messages section where HMRC sends reminders to complete a tax return and other important notices.

To access your PTA go to gov.uk/personal-tax-account and click the green button. You need to set up a Government Gateway ID for which you need one of the following government issued documents:

  • UK passport;
  • payslips or P60 form;
  • self assessment tax return;
  • Northern Irish driving licence; or
  • tax credit details.

You should never give anyone your Government Gateway ID details as they could be used to make fraudulent claims in your name. We cannot access your PTA as your tax agent.

Other Tax Briefing – Summer 2022 articles

Cost of living support

Car or van questions

Preparing for MTD for income tax

Changing NIC in July

Reporting employee expenses

Trivial benefits for directors and family

Tax implications of Homes for Ukraine

Beware of tax scams