Online Personal Tax Accounts (PTA) have been available for all PAYE employees since December 2015. The accounts are a secure and simple way for you to manage tax affairs online and many queries you might otherwise contact payroll about could be answered via your PTA.
HMRC can only work from the information that it has, so if you have a change in your financial circumstances or address please let HMRC know through your PTA.
Your PTA can also be used to:
- Print proof of you National Insurance number (handy for new employees completing new starter checklists).
- View and print a copy of the pay and tax details for the last 4 tax years, which may be required for mortgage or loan applications or tax credit applications.
- Claim tax relief on business expenses.
- Update the information HMRC hold on the benefits they receive, such as company cars or medical cover.
- Check your state pension situation – when you can start to receive it and how much you are likely to get.
- Claim a tax repayment; if you have received a letter from HMRC advising that you've paid too much tax over the course of the year you can claim your
- rebate online. The full refund will be paid in to your bank account within five working days.
- For tax credits, check your payments, make changes to your circumstances and complete your renewals.
The Personal Tax Account is straightforward to set up. To get started go to www.gov.uk/personal-tax-account
To learn more about the full range of products and services on offer in your account please explore our Guide to your Personal Tax Account.