Personal tax accounts (PTA)

HMRC introduced personal tax accounts (PTAs) to give individuals online access to their tax information. These accounts allow taxpayers to view key details about their tax affairs in one place.

With a PTA, you can:

• Check your PAYE coding notices and tax code.
• View your tax calculation and payments.
• Manage your National Insurance contributions.
• Update your personal details with HMRC.

This online system aims to simplify tax management and improve transparency for individuals.

Agent Access to PTA

Unfortunately, access to PTAs, which will include details of things such as PAYE coding notices, will not be available to agents at present.

This means accountants and tax advisors cannot log in to manage a client’s personal tax account directly. Clients must access their own account and share any relevant details with their advisor manually.

For businesses and self-employed individuals, HMRC’s Business Tax Account remains the preferred option for agent access.

Managing Your PTA

To get the most from your personal tax account, you should:

• Register for HMRC online services if you haven’t already.
• Regularly check your PAYE coding to ensure accuracy.
• Update HMRC if your circumstances change, such as a new job or additional income.

While agents cannot access these accounts, they can still offer guidance on interpreting the information found within them.

How We Can Help

Although we cannot access personal tax accounts directly, we can help you understand and manage your tax obligations effectively.

For expert tax advice, contact us today. Our team is ready to assist you.