CALL US 01904 720718
  • Home
  • Why Choose CGA?
    • CGA Client Testimonials
  • Accountancy Services
    • Accounting Services
    • Bookkeeping and VAT
    • Business support
    • Company Secretarial
    • Corporate Finance Services
    • Limited Company Accounts
    • Managing your wealth
    • Payroll and Auto-enrolment
    • Self Employed / Sole Trader
    • Setting Up Your Business
    • SME R&D Tax Credits
    • Tax Enquiry Fee Protection
    • Tax Planning
  • Making Tax Digital
  • Resources
    • Tax Calculators
    • Downloadable Forms
    • Tax Rates & Tables
    • Useful Links
    • Tax Checklist
  • News
    • Staff Profiles
    • Newsletter Signup
    • Latest Newsletter
    • Blog
    • Recent Business & Tax News
    • The Budget
  • Contact Us
    • Accountancy Vacancies York
  • DocSAFE Login

How to access your Personal Tax Account

Michelle Thirsk | 19th June 2019

When was the last time you checked your online HMRC Personal Tax Account? Do you even realise you have an online Tax Account?

Personal Tax Accounts were made available back in 2015 and as an incentive for taxpayers to take responsibility for ensuring that their tax code is correct but we think they are more useful for checking the data and information that HMRC hold about you including information about your income, state pension and national insurance record. CGA can’t access this information and check this on your behalf so it is always worth making sure you can access your personal HMRC account.

How to access your Personal Tax Account

Step 1 – Find somewhere peaceful

This applies to the environment and your own mindset. Make sure the kids are in bed, have a glass of something strong to hand and make sure you have eaten – it is essential that you’re not overcome by hangriness during this process.

Step 2 – Be organised

Make sure you have at least 20 mins spare and have to hand either your Passport, P60 or Payslip before you start.

Step 3 – Get online

Visit https://www.gov.uk/personal-tax-account and click start now.

Step 4 – Steady the nerves

No really, steady your nerves – don’t panic.

Step 5 – Register yourself

You will need to know your name, email address and have to hand a good ‘strong’ password.

Step 6 – Put your Government Gateway ID in a safe place

(…and try to remember where that safe place is)
You will be sent a 12 digit Government Gateway user ID via Email – DO NOT LOSE THIS – the pain of going through the process of getting back into your personal tax account is considerable, upon losing your credentials.  Don’t forget that you can always save this type of info within your CGA secure client portal.

Step 7 – Where did I put my mobile phone?

Once you have added your phone number you will be sent an access code – enter this access code online and remain calm.

Step 8 – Verify your identity

Now you will be glad you followed step 2 – answer the questions before you (they change depending on the document of choice).

Step 9 – Remain Calm

For many people Step 8 is a very large step… persevere. You may even need to try the verification process several times using each different document before it finally works! If you haven’t already resorted to drinking, then this may be the time.

Step 10 – Complete the process

Eventually you will complete the process and have access to your account and can start checking the info within.

Step 11 – And relax

Now you can relax (or if you didn’t overcome the verification stage, give up and try again another day).

Chelle xx

Categories: Uncategorised Tags: government gateway, hmrc, How to access your Personal Tax Account, how to check my personal tax account, personal tax account
← Becoming a more resilient leader
Complaining to HMRC →

Individuals

With personal tax becoming more complex we offer professional advice. We help make tax simple.

Small Business

Every business needs a team of professionals providing advice and support. We're here for you.

Large Business

The last thing you want is time and resources tied up with routine accounting and payroll. We can do that for you.

Startups

You want to start a business because you have a great idea and want independence. We're here to help you do just that.

Latest Facebook Posts

Latest Tweets

Tweets by @cga_york

Search our Site

Latest Tips & News

  • 21/06

    The Import One Stop Shop (IOSS)

  • 21/06

    Government launches consultation on exit payments to farmers

  • 21/06

    The New Mortgage Guarantee Scheme

  • 28/03

    Self-Employed Income Support Scheme SEISS – June 2021 Update

carbon
© CGA 2022. All Rights reserved | Company Information | Privacy | Cookies