Setting up your personal tax account online

Our experts guide you through the process of setting up your own online account with HMRC

Our experts at DSR Tax Claims know how hard it is to find good, quality information about HMRC’s tax regulations that is easy to understand, and that’s why we have created these handy guides to tell you everything you need to know. Our aim is to make life easier for our clients and that is why we want to share our expertise with you. You can also call our friendly team on 0330 122 9972 – we’re the tax experts you can trust.

How do you set up a personal tax account with HMRC?

In our modern, digital society, it’s really convenient to be able to do your taxes online as it saves you and HMRC time. To do this, you need to set up a personal tax account with HMRC and once this account it set up, it’s really easy for you to be able to check your tax records as well as make any changes to your details online so you know your details are always up to date in real time.

To set up your own personal tax account, you will need the following:

  • A Government Gateway account – if you have already used any of HMRC’s online services, you will already have this. If not, you will need to set one up with HMRC before you go any further.
  • Your National Insurance number (you need to have this – you won’t be able to sign in using a temporary reference number).
  • Proof of your identity – this means that you will need one of the following to hand: your passport number and expiry date; your 3 most recent payslips; your P60 or your bank account details.

When you sign in, this will create an account for you. You can also sign in with GOV.UK Verify, which will take about 15 minutes to set up if you have never used it before. This service checks your identity against a number of certified companies (such as DVLA, mobile phone companies or credit agencies, although there is no record left of these checks on your credit record) to make sure you are who you say you are. You can use GOV.UK Verify across a number of government services.

What if you have problems signing in?

If, for some reason, you have lost your Government Gateway ID or can’t remember your password, you have a couple of options to get you going again. You can either create a new account (as long as you don’t file a Self Assessment tax return, in which case you won’t be able to take this option) or you can request a new ID or password from HMRC. This is the option you will have to take if you do file Self Assessment tax returns. If you use the GOV.UK Verify service, you could be able to sign into your account within about 15 minutes – otherwise, you will have to wait around 10 days for your ID to be sent to you in the post, which you can then use to recover your password online.

What can you do with your personal tax account?

Once you have set up your personal tax account, you can use it for the following services:

  • Fill in and send your personal Self Assessment tax return as well as view filed tax returns
  • Claim a tax refund
  • Update your address details
  • Check or update your Marriage Allowance
  • Check or update the details of any work-based benefits you receive, such as medical insurance or a company car
  • Check your Income Tax estimate as well as the tax code you are currently using
  • Check and manage any tax credits you receive
  • Check your state pension
  • Track any forms you may have sent online

This is the current set of services you can use with your personal tax account although HMRC plan to add further services in the future.

How can DSR Tax Claims help?

We aim to make life as simple as possible for our clients and that includes giving you the information you need to make your taxes (and your life) simpler and less stressful.  Our team of experts at DSR Tax Claims are always on hand to help our clients and our excellent standing with HMRC means that we can make sure you don’t fall foul of their regulations, while claiming your maximum tax relief. We can even take care of all that paperwork and deal with HMRC on your behalf too. Call our friendly team on 0330 122 9972 – we’re the tax experts you can trust.

This page was last updated on 25/10/2018.

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This page was last updated on 25/10/2018.