Personal tax account: sign in or set up

2. Set up your account

You can set up a personal tax account to check your records and manage your details with HM Revenue and Customs (HMRC).

To set up an account, you’ll need:

  • a Government Gateway account - you’ll have one if you’ve used HMRC online services before
  • a National Insurance number (a temporary reference number won’t work)
  • proof of your identity

You can use one of the following as proof:

  • your bank account details
  • your P60
  • your 3 most recent payslips
  • your passport number and expiry date

Set up your account

What you can do

You can use your personal tax account to:

  • check your Income Tax estimate and tax code
  • fill in, send and view a personal tax return
  • claim a tax refund
  • check and manage your tax credits
  • check your State Pension
  • track tax forms that you’ve submitted online
  • check or update your Marriage Allowance
  • tell HMRC about a change of address
  • check or update benefits you get from work, for example company car details and medical insurance

More services will be added in the future.