The Envision Partnership Blog

Insights, ideas and information.


What is a Personal Tax Account and Should I Have One?

A few weeks ago we wrote a post about setting up a Business Tax Account (BTA) which are how the self-employed and companies can file returns, view their tax and pay their tax liabilities. Individuals can also set up a Personal Tax Account and we are encouraging our clients to do so even when we deal with their tax affairs.

As we move to a more digital tax system the tax accounts are increasingly being used by HMRC. The benefit of having a PTA is that all the most important information HMRC holds about you is accessible online.

What Can I use the Personal Tax Account For?

Once you’re setup and signed in then there are a number of things you can do:

Check your Income Tax liability and tax code

Complete and submit your tax return

View a previous tax return if you submitted it via the account.

Pay your tax

Claim tax refunds

Manage and view your tax credits

View the status of your State Pension

Track any tax forms that you’ve submitted online

Check and manage your Marriage Allowance

Inform HMRC about a change of address

View or update benefits you get from work, such as company car details and medical insurance

How Do I Set Up an Account?

Setting up an account is an easy process and you simply go to HMRC’s service page and follow the instructions to create an account.

You will need your self-assessment reference and national insurance number. HMRC will verify your identity and the easiest way to do this is using your passport so have this to hand.

If you have any problems setting up a tax account please get in touch.