Form
1
Step 1
Explanation
- Personal Tax Account Form
- Here is a link to a video showing you how to create a Personal Tax Account
- More & More HM Revenue & Customs are contacting the Tax payer directly, without recourse to the Agents e.g. due to Coronavirus.
- On occasions the tax payer who rarely look at their tax account miss out on benefits they may be entitled to.
Introduction and Overview
- The Approach to this and all Articles is consistent with our Standard System and Procedure.
- A Personal Tax Account is a system devised by HM Revenue & Customs to bring all of your tax details into one place so that you can:
- Register.
- File.
- Pay
- Update your tax information online at anytime.
- A Personal Tax Account will allow you to see numerous details which HM Revenue & Customs and the Government have on you.
- You can manage your tax affairs more efficiently.
- Access additional information on you e.g. predicated state pension and date.
- You will receive secure messages to make sure that you don’t miss any deadlines.
How Do I Access My Personal Tax Account?
- To access the account, visit https://www.gov.uk/personal-tax-account
- To sign in for the first time, you will need:
- A Government Gateway account;
- A National Insurance Number;
- You also need to proof of your identity, being one of the following as proof:
- your bank account details;
- your P60;
- your 3 most recent payslips;
- your passport number and expiry date.
What Is The Purpose Of The Personal Tax Account?
- You can use your personal tax account to:
- Check your Income Tax estimate and tax code;
- Claim a tax refund;
- Check and manage your tax credits;
- Check your State Pension;
- Track tax forms that you have submitted online;
- Check or update your Marriage Allowance;
- Tell HM Revenue & Customs about a change of address;
- Check or update benefits you get from work, for example company car details and medical insurance.
Guide
- The purposes behind all forms:
- is to ensure that these are automatically completed
- with your personal and individual details for speed and easiness of use.
- With the exception of your security PIN.
- For all forms thereafter, you would only be required to enter your security code and submit.
- We have developed a series of Forms to simplify the following:
- Data capturing
- Information gathering
- Authorisation and Approval
- Once this is completed form, ONLY then will we be able to execute the instructions.
- All forms can be completed:
- online,
- by telephone
- voicemail, available 24/7/365.