A Personal Tax Account (PTA) is an online portal where UK taxpayers can review their tax information and access a variety of HMRC online services. Because it’s online, you can access it whenever you like without sitting on hold with HMRC. Winner!
What can I use my Personal Tax Account (PTA) for?
Your Personal Tax Account (PTA) brings all of your personal tax data together in one place, so there’s a lot of information which can be checked.
For example
Your Personal Tax Account includes access to your National Insurance record. Checking your NI record is useful because any gaps in your payment history can affect how much state pension you get when the time comes, or your entitlement to some benefits.
Gaps can appear in your NI record for different reasons, such as employment breaks or employer submission errors, but being able to check means you have the opportunity to do something about it.
You can also access your PTA to:
- Get an estimate on how much State Pension you can expect to receive (known as a State Pension Forecast)
- View your tax code
- Check the due date of any tax returns you must send
- View your tax calculation, and make any payments
- Request a tax refund if you’ve overpaid
- Make and update child benefit claims
- Transfer your marriage allowance to your spouse
How do I sign into my Personal Tax Account (PTA)?
You will need either a Government Gateway user ID, or to use the GOV.UK Verify service to sign into your Personal Tax Account. If you don’t already have an account, register with one of them on your first visit, and then use those log in details for subsequent sign-ins. It takes around 10 minutes to create an account.
If you’ve used other online government services before, you might already have a login! For example, if you’ve gone online to submit a Self Assessment tax return, or are a member of the Construction Industry Scheme (CIS).
Learn more about our online accounting services for businesses. Call 020 3355 4047 to chat to the team, and get an instant online quote.
Want to learn more?
Subscribe to our newsletter to get accounting tips like this right to your inbox
