Click here to view an updated version of this post.
Registering for a Personal Tax Account with the UK Government is free and can be done in just 10 minutes. You’ll need:
- Your National Insurance number.
- Your Passport.
You can use your personal tax account to:
- check your Income Tax estimate and tax code
- 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
- find your National Insurance number
If you do require any assistance, then please don’t hesitate to contact the office on 020 8529 2600.
You can download these instructions as a PDF file
How to Set Up Personal Tax Account with HMRC
Step 1
Go to www.gov.uk/personal-tax-account
Step 2
Click on the Start now (Green button)
Step 3
Click in the circle next to create an account and then press continue
Step 4
Next click on the green button (create a Government Gateway account)
Step 5
Click Create sign in details. (Blue writing).
Step 6
Type in your own email address, then press green button continue.
Step 7
You will now be asked for a code; this would have been sent to the email address that you put in (Step above)
Step 8
Insert code that you received by email and press continue (Green Button)
Step 9
You will now see the screen below, next click Continue (Green button)
Step 10
Type in your full name and press continue (green button).
Step 11
Now, create your password, making sure that your password meets the HMRC criteria.
Step 12
Now set up a recovery word and make sure you make a note of it and make sure it meets the HMC criteria, if it does then you will see green tick. Once you have typed in recovery word, then press continue (green button)
Step 13
You should now receive your User ID with a unique number just for you, please note this will also be emailed to you, but please make a note of it too, as you will need this every time you log in to your personal tax account. Press continue (green button)
Step 14
Next you need to select the circle next to individual and then press continue (green button)
Step 15
Press continue (Green button)
Step 16
Next select the circle, next to text message and then press continue (green button)
Step 17
Select Yes
Step 18
Insert your mobile phone number then press send access code.
Step 19
You will then receive a text message to the mobile phone number that you entered above.
Step 20
You now need to enter the code that you received in the text and then press continue (green button)
Step 21
Press continue (green button)
Step 22
This is where you will need your national insurance number and valid passport, press continue (green button)
Step 23
Enter all your details, if you don’t know your national insurance number, you can contact us at the office, once all boxes completed, press continue (green button)
Step 24
Select yes and press continue (green button), if you don’t have a valid passport then you will need to click no and they will take you through a different route to validate your ID.
Step 25
Click Yes and continue (green button)
Step 26
Type in information, just as it appears on your passport, then press continue (green button)
Step 27
If information is correct, then you will receive this message, now press continue (green button)
Step 28
As we are your agents, I would suggest that you select by post only, as this will able us to deal with late filing and payment penalties on your behalf. Once selected, press continue (green button)
Step 29
You now have access to your personal tax account. You will be able to view
- PAYE/pension income (if you received)
- Check National Insurance number and any gaps in your record Tax credits
- Child benefit
- Transfer part of personal allowance to your partner (if applicable)
- View information about your State Pension
Step 30
When you have finished with your Personal Tax Account, make sure you sign out.
Step 31
When you log back in again, go to www.gov.uk/personal-tax-account and click start now (green button.)
Step 32
Then select (sign in with Government Gateway), then click continue (green button).
Step 33
In Government Gateway User ID, input your unique user ID that we created before and the password that you choose, then click sign in (green button.)
Step 34
It will now ask for an access code, this will be sent to the mobile number that you gave earlier (you will see the last four digits to confirm the mobile number that you gave, once you receive your code input the code and if you wish, you can select remember me for 7 days (this will stop you having to enter a access code after this code for the next 7 days.) click continue (green button).
Step 35
You will now be logged into your Personal Tax Account again, but please do remember to logout when you have finished.
