What is a Personal Tax Account?

Personal Tax Accounts (PTAs) were launched in 2015 and 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 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.

HMRC has confirmed that the following services are currently available on the PTA:

• check your Income Tax estimate and tax code;
• fill in, send and view a personal tax return;
• claim a tax refund;
• 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 will continue to add more services in the future 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, which will eventually see the end of an annual tax return with all personal tax affairs being managed through the PTA.

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