While managing payroll is the responsibility of your employer, managing your personal tax account is not. And you should be managing your personal tax account to understand what how and why you are taxed so you may correct HMRC if there is an error or information needs to be updated or just access and apply for forms.
Gone are the days where we had to fill in endless forms and correspond with HMRC now and again to get information about our personal tax account, self-assessment account or NI contributions.
All you have to do is register with HMRC for your Personal Tax Account, It’s quick to register and you can view all your tax information in the one place online. It has been more than a year since The Personal Tax Account (PTA) was launched in December 2015.
The Personal Tax Account gives customers a single window access for all their tax information. Importantly it gives customers the flexibility to access HMRC’s services at a time that suits them as the service is available 24 hours a day, 7 days a week.
You can use your Personal Tax Account to:
- Check your Income Tax estimate and tax code
- Fill in, send and view personal tax returns
- Claim a tax refund
- Check and manage your tax credits
- Check your State Pension and NI Contributions
- 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, e.g. company car details and medical insurance
More services will be added in the future, currently, HMRC is offering a chat based support also which is useful as one does not have to wait for tens of minutes on hold just to connect to an agent and get support.
Opening a Personal Tax Account is easy and will not take much time as it can be done by visiting www.gov.uk/personal-tax-account.
Remember to sign in for the first time, you’ll need:
- a Government Gateway account
- a National Insurance number
If you do not have a Government Gateway account, you can get one by visiting Gateway