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Your personal tax account

Published 14 December 2016

Your personal tax account allows you to manage your tax affairs online, quickly and simply, whenever you want.

It’s safe, personalised, and brings together all your tax information in one place.

Whether you need to make changes to the tax you pay or have questions about when your next tax credits payment date is, your personal tax account can help.

What you can do with your account

Seven million people are already using their personal tax account to complete a variety of tasks, from simply updating an address to filing their self assessment return.

You can also do things like:

  • check and change your address
  • see what tax code you’re on, and how your tax is calculated
  • check your state pension and your National Insurance record
  • go paperless – gets texts and emails from us rather than letters
  • manage your tax credits and Child Benefit payments
  • allow a family member or friend to manage your tax affairs on your behalf

Take a look at all the things you can do with your personal tax account.

And this list is growing all the time - we’re always working to improve the personal tax account and add new services to it.

How to access your personal tax account

You can access your personal tax account on any device – desktop computer, tablet or smartphone.

Start using your personal tax account - it takes just a few minutes to get going.

Current services

Here are the main tasks and transactions that you can complete using your personal tax account:

Service What you can do
Self assessment File your self assessment tax return and pay your liability, view your secure messages, view your Annual Tax Summary and view or print your tax calculation. (Please note: registration is not available in the personal tax account)
Check your income tax Check your Income Tax service to see an estimate of the income tax you are likely to pay in the current and following year; how it has been calculated and against which source of income it will be payable. You can also view and make changes to your estimated pay and complete associated forms to update the information that makes up your tax code.
Tax Calculation Service Use this service to review your Income Tax for the 2015 to 2016 tax year (6 April 2015 to 5 April 2016). If you have under or over paid PAYE tax in the last year you can see an explanation of why this has happened.
Check your State Pension Find out how much State Pension you could get (this amount is also known as your State Pension forecast), when you can get it and how to increase it, if you can.
Check your National Insurance record Check your National Insurance record to see if you have any gaps in your National Insurance records, print confirmation of your National Insurance number.
Manage your Tax Credits Tell HMRC about any changes to your circumstances, find out how much your next payment will be and when you will be paid.
Manage your Child Benefit Report changes that affect your child benefit by telling the Child Benefit Office about changes to your family life.
Check your address Update your address with HMRC if you pay Income Tax through PAYE and live in the UK.
Track your forms Once you’ve submitted a form to us, you can track its progress, so you know what’s happening.
Go paperless You can opt out of receiving paper copies of a variety of notices from HMRC, for example your coding notice.
Friends and family Allow a family member or friend to manage tax affairs on your behalf where you have signed-in to the account using the Verify ID check.
Apply for Marriage Allowance Apply for Marriage Allowance that lets you transfer £1,100 of your Personal Allowance to your husband, wife or civil partner.
Repayments service If you have overpaid PAYE tax in the last year and received a P800 form inviting you to review online, you can claim a repayment via BACs.
Payments service If you have underpaid PAYE tax in the last year you can make a payment of all or part of the underpayment.
Lifetime allowance You can view and check your position for protection from reductions in your lifetime allowance. (For applications made via GOV.UK.)
Update your company car details Check or update your company car tax service to check your company car details, tell HMRC about any changes to your car since 6 April and update your fuel benefit if your employer pays for fuel.
Update your medical benefit information Tell HMRC about changes to your private medical insurance company benefit and see the impact this will have on your income tax estimate.

We’ve also listed every single thing you can do on your personal tax account below, if you really want to look at the detail.

Safety and security

We take your online security very seriously, and the personal tax account is no exception. Find out how we keep you safe online, which explains what HMRC does to protect you and your data.

Help and support

If you’d like extra help when setting up or logging in to your personal tax account, our dedicated personal tax account webinars could be useful.

Annexe - full list of services

This is a list of every service currently available on the personal tax account.

Service What you can do
Self assessment File your self assessment tax return and pay your liability, view your secure messages, view your Annual Tax Summary and view or print your tax calculation. (Please note: registration is not available in the personal tax account)
Check your income tax Check your Income Tax service to see an estimate of the income tax you are likely to pay in the current and following year; how it has been calculated and against which source of income it will be payable. You can also view and make changes to your estimated pay and complete associated forms to update the information that makes up your tax code
Tax Calculation Service Use this service to review your Income Tax for the 2015 to 2016 tax year (6 April 2015 to 5 April 2016). If you have under or over paid PAYE tax in the last year you can see an explanation of why this has happened
Check your State Pension Find out how much State Pension you could get (this amount is also known as your State Pension forecast), when you can get it and how to increase it, if you can
Track your forms Once you’ve submitted a form to us, you can track its progress, so you know what’s happening
Friends and family Allow a family member or friend to manage tax affairs on your behalf where you have signed-in to the account using the Verify ID check
Lifetime allowance You can view and check your position for protection from reductions in your lifetime allowance. (For applications made via GOV.UK.)
Notice of transfer of surplus Income Tax allowances for the tax year 2015 to 2016 Request the transfer of any unused Married Couple’s or Blind Person’s Allowance to your spouse or civil partner
Disclosure Of Avoidance Scheme - scheme user Notify HMRC they are a user of a tax avoidance scheme
Disclosure Of Avoidance Scheme - no promoter Notify HMRC they are a user of a tax avoidance scheme that does not have a promoter
Report of promoter reference number Notify HMRC of the reference number of a tax avoidance scheme they are a user of
Go paperless You can opt out of receiving paper copies of a variety of notices from HMRC, for example your coding notice
Request to opt out of receiving your PAYE annual tax summary Opt out of receiving your annual PAYE tax summary
Tell us about UK bank and building society interest Tell us about UK bank and building society interest
Guardian’s Allowance claim form Claim Guardian’s Allowance if they are bringing up a child whose parents have died
National Insurance - claim refund of UK contributions paid while working abroad Claim a refund of UK National Insurance contributions paid while working abroad
Check your National Insurance record Check your National Insurance record to see if you have any gaps in your National Insurance records, print confirmation of your National Insurance number
Statement of National Insurance contributions Request a Statement of National Insurance contributions
Get your National Insurance number in writing Apply for confirmation of your National Insurance number
Application for refund of Class 4 National Insurance contributions Apply for a refund of Class 4 NICs
Application for deferment of payment of Class 1 National Insurance contributions Apply for deferment of Class1 National Insurance contributions
Working in 2 or more countries in the European Economic Area Tell HMRC that they work in 2 or more countries in the European Economic Area to determine which country’s social security legislation applies
Application for form E101 if self employed in European Economic Area Apply for an E101 if self-employed in European Economic Area to confirm you remain in the UK National Insurance scheme
Application for healthcare cover in the European Economic Area Apply for a healthcare certificate E106 or E109 in the European Economic Area
Manage your Child Benefit Report changes that affect your child benefit by telling the Child Benefit Office about changes to your family life.
App for refund of Class 2 National Insurance contributions Apply for a refund of Class 2 National Insurance contributions
Child change of circumstance Tell HMRC about changes of circumstances if they are in receipt of Child Benefit
Claimant change of circumstance Tell HMRC about changes of circumstances if they are in receipt of Child Benefit
Staying in full-time, non-advanced education or training Make a claim for an extension to Child Benefit
Extension application Make a claim for an extension to Child Benefit
Leaving full-time, non-advanced education or training Stop a claim to Child Benefit when the child leaves full time non advanced education or training
High Income Child Benefit Tax Charge Opt out of Child Benefit if you or your partner do not want to incur the High Income Child Benefit Charge
Credits for parents and carers Apply or transfer National Insurance credits if you’re a parent or carer of a child under 12, apply for credits as a foster carer, or kinship carer in Scotland, transfer credits from a spouse or partner who claimed the Child Benefit, apply for credits missing from your National Insurance account - if you didn’t automatically get them when you claimed Child Benefit
Application for Home Responsibilities Protection Apply for Home Responsibilities Protection
Authorising a tax adviser for High Income Child Benefit charge matters Authorise a tax adviser or accountant to act on your behalf for High Income Child Benefit Charge issues
Child Trust Fund: monthly return of looked after children Share or transfer your Married Couple’s Allowance before the tax year starts
Where is your child’s Child Trust Fund held Find out where your Child Trust Fund is held
Child Trust Fund / Junior ISA - terminal illness early access Take money out of your Child Trust Fund account if your child is terminally ill or dies
Digital Disclosure Service To voluntary disclose that you owe money to HMRC
Apply for Marriage Allowance Apply for Marriage Allowance that lets you transfer £1,100 of your Personal Allowance to your husband, wife or civil partner.
Transferring the Married Couple’s Allowance Transfer surplus Income Tax Allowances
Application for national insurance class 3 credits Apply for Class 3 National Insurance credits if you accompanied your spouse or civil partner on postings outside the UK after 6 April 1975
Non Resident Landlord Application for an individual Non-resident landlords can apply to get your rental income paid without UK tax being taken off
Claiming tax back when you have stopped working Claim a tax refund if they have stopped working
Claim for repayment of tax when you have stopped working: flexibly accessed pension They have flexibly accessed a pension payment
Small pension taken as a lump sum: repayment claim They have flexibly accessed a pension payment
Flexibly accessed pension lump sum: repayment claim (current tax year) They have flexibly accessed a pension payment
Flexibly accessed pension payment: repayment claim (current tax year) Reclaim an over payment of tax when they have flexibly accessed part of your pension pot
Repayments service If you have overpaid PAYE tax in the last year and received a P800 form inviting you to review online, you can claim a repayment via BACs
Payments service If you have underpaid PAYE tax in the last year you can make a payment of all or part of the underpayment
Tell us about a problem with your P800 Make a complaint if there is a problem with your P800
Leaving the UK to claim tax relief or any tax refund you’re owed They have left (or are about to leave) the UK
Tax relief for expenses of employment Claim tax relief on employment expenses
Check your address Update your address with HMRC if you pay Income Tax through PAYE and live in the UK
Notification of a change in personal details Make changes to your personal details
Penalty Enquiry (Secure Messaging Form) Ask why they have received a penalty charge
Request for Certificate of Residence in the UK Apply for a Certificate of Residence in the UK
FI- Application for certificate of residence (further information) Individuals who require a Certificate of Residence from HMRC can provide additional information
Make your complaint online To make a complaint to PT Operations
Expat tax claim Claim a refund or authorise a representative to get the payment on your behalf if they are a foreign national assigned to the UK, and they have paid too much tax
Claim a tax refund Claim a tax refund when they have overpaid tax
Claim for repayment of tax deducted from savings and investments Claim a repayment if they think you’ve paid too much tax on your savings
Request for Seafarers NT Code Request an NT tax code if you’re claiming to be provisionally entitled to Seafarers’ Earnings Deduction (SED)
Report Capital Gains Tax for UK residents Report Capital Gains Tax for UK residents
Claim to reduce payments on account Apply to reduce self assessment payments on account when your profits or other income goes down
SDLT 3% repayment Claim a repayment of the higher Stamp Duty Land Tax (SDLT) rate on additional properties due to the sale of your previous main residence
Manage your Tax Credits Tell HMRC about any changes to your circumstances, find out how much your next payment will be and when you will be paid.
Tax credits overpayment Tell HMRC if you’ve received too much tax credits and don’t think you should have to pay it back because you met your responsibilities and we didn’t meet ours
Tax credits: if you think a decision is wrong Ask for a Child Tax Credit or Working Tax Credit decision to be looked at again
Tell us about income from employment or pension Tell HMRC about income from employment or pension
Tell us about company benefits Tell HMRC about company benefits
Tell us about your Taxable State Benefit Tell HMRC about your Taxable State Benefit
Tell us about other income Tell HMRC about other income
Tell us about investment income Tell HMRC about investment income
Tell us about your tax free allowance Tell HMRC about your tax free allowance
Update your company car details Check or update your company car tax service to check your company car details, tell HMRC about any changes to your car since 6 April and update your fuel benefit if your employer pays for fuel
Update your medical benefit information Tell HMRC about changes to your private medical insurance company benefit and see the impact this will have on your income tax estimate