Over eight million people are already using their Personal Tax Account (PTA) for a variety of tasks including to complete and file their self-assessment return online. But the tax account is not just for self-assessment, there are a number of other uses for your personal tax account, such as changing your address, see what tax code you’re on, check your state pension and National Insurance record, manage your tax credits and Child Benefit payments.
Your Personal Tax Account can be accessed on any device such as desktop, laptop, tablet or smartphone so you can view the PTA and make changes wherever you are.
Within each area of the Personal Tax Account, there are items to view and revise and below is a summary , however there are many more action options within each section:
Self-employed / Self-Assessment
You can find your UTR , read your secure messages, file your tax return, notify HMRC if you cease being self-employed, view your annual tax summary.
Employed (PAYE) individuals
You can see an estimate of the income tax you are likely to pay in the current year and next year, claim a tax refund if you’ve overpaid income tax, if you’ve paid too much tax on your savings, if you’ve topped working, claim tax relief on employment expenses, tell HMRC about other taxable income.
You can find out how much State pension you could get, when and how to increase it.
You can check your NI record, request a statement of NI contributions, apply for a refund of Class 4.
You can tell HMRC about changes to circumstances, renew your claim or ask for a decision to be looked at again.
Child Benefit (CB)
You can report changes to circumstances regarding the child(ren), and opt out if you do not want to incur the High Income CB Charge.
You can also check your current tax code and apply for the Marriage Allowance.
To take advantage of all of these services you can activate your own personal tax account online