Dafferns

Personal tax account with HMRC

The personal tax account system was introduced by HMRC in 2015 in order to assist taxpayers to make it easier to manage their tax affairs online.  

You can use your personal tax account to:

  • Find your national insurance number
  • Check your income tax estimate and tax code
  • Claim a tax refund
  • Check your national insurance contribution record
  • View your annual tax summary
  • Claim tax relief on expenses
  • Manage tax credits and child benefit payments
  • View your state pension forecast
  • Update your address

The creation of a personal tax account will become increasingly more important as we move toward Making Tax Digital for income tax. We are already seeing the need for these accounts to be set up for individuals who need to declare a capital gain of the sale of property under the new 30-day reporting regime.

Before you can get into your personal tax account you need to register via the Government Gateway using this link https://www.gov.uk/personal-tax-account

You need the following information to hand when setting up the account:

  • A valid email address
  • UK mobile phone number
  • National insurance number
  • Your passport
  • Your bank details
  • A recent payslip or P60

Remember to keep a record of your user ID and password to access the account at any point in the future.

In addition to the web version, HMRC also have an app which you can use to manage your account. Although as your agent, we are able to access information regarding your tax affairs via our agent HMRC portal, we are not able to access data relation to your national insurance record, state pension forecast or tax credits therefore it is a useful resource in helping to manage your tax affairs.