HMRC’s Personal Tax Accounts (PTAs)
HMRC’s Personal Tax Accounts (PTAs) serve as an online tool that enables taxpayers to view and update their information in real time. The PTA can be used for many routine requests and services and help you bypass the need to call or write to HMRC.
Every individual in the UK that pays tax has a PTA, but taxpayers must sign up in order to access and use the service. This can be achieved by using the Government Gateway. You may need to verify your identity when using the service.
The following services are currently available on your PTA:
- check your Income Tax estimate and tax code
- fill in, send and view a personal tax return
- claim a tax refund
- check your Child Benefit
- check your income from work in the previous 5 years
- check how much Income Tax you paid in the previous 5 years
- check and manage your tax credits
- check your State Pension
- check if you’ll benefit from paying voluntary National Insurance contributions and if you can pay online
- track tax forms that you’ve submitted online
- check or update your Marriage Allowance
- tell HMRC about a change of name or address
- check or update benefits you get from work, for example company car details and medical insurance
- find your National Insurance number
- find your Unique Taxpayer Reference (UTR) number
- check your Simple Assessment tax bill
The PTA is a key component of HMRC’s broader strategy to transition to a fully digital tax service.
Managing Your HMRC Personal Tax Account Matters
Using your HMRC Personal Tax Account correctly is essential to ensure your tax code, income details, and claims are accurate throughout the year. Mistakes or missed updates can lead to incorrect tax calculations or delays in refunds. Working with experienced tax accountants in London can help you manage your Personal Tax Account efficiently and stay compliant. At CIGMA Accounting, we provide specialist tax support for Dentists, Recruitment Companies, and Online Businesses, helping clients review PTA information, resolve discrepancies, and manage HMRC digital communications with confidence.
Local HMRC Personal Tax Account Support Across London
Our team of local accountants in London supports clients through our offices in Kingston upon Thames and Farringdon, as well as surrounding areas including Surbiton, Norbiton, Holborn, and Smithfield. Clients are welcome to visit our offices across London to discuss Personal Tax Account access, tax code checks, refunds, and wider personal tax matters.
Personal Tax Account Help and HMRC Guidance
For official information on setting up and using your Personal Tax Account, you can refer to HMRC guidance on GOV.UK.
If you are searching for reliable accountants near you to help manage your Personal Tax Account and wider tax affairs, our team can provide clear, practical support.
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