September 29th, 2016

Your personal tax account – have you looked at yours?

Did you know that you everyone has their own Personal Tax Account (PTA) that is fully accessible under the new HMRC Making Tax Digital programme.  HMRC launched this in December 2015, though it must have been a fairly low-key launch as it passed me by.  I became aware of it on Tuesday this week when attending my yearly Finance Act Training session and the lecturer asked the room how many people had looked at their PTA – not one hand was raised.

Anyway, out of curiosity I thought I’d take a look.  It took me about 5 minutes to access it, you’ll need to set up your account and answer security questions which does involve searching for your NI number and passport and then making sure your phone has some charge to accept an authorisation code (Mr Ford failed this last test!)

Then – you’re in and can check what records HMRC are holding in your name.  I must admit that the most interesting thing for me was being able to check my NI records and check out what my State pension benefit may be in the future.  I was quite pleased to see that all was in order.

Other things you can do are:

To have a look at your account, follow this link https://www.gov.uk/personal-tax-account

Have fun!

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Alison obtained a First class degree in Accountancy and Management at UCLAN University. She then went on to qualify as a certified accountant in 2006 and became a founder member in 2011.

Alison trained at a practice in Liverpool and, within her 10 years there, she developed as an accounts manager and obtained a varied portfolio of clients which has provided her with a range of experience in accounts, audit, VAT and taxation.
Alison specialises in giving sound jargon-free advice to a range of small and medium sized businesses.

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