Setting up a HMRC personal tax account

March 12, 2024

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This guide was last updated on:
March 12, 2024

Setting up an HMRC Personal Tax Account is a streamlined process that grants you access to manage your tax affairs online efficiently. Here's a step-by-step guide to getting your account up and running:

Using Your Government Gateway ID

  • If You Already Have a Government Gateway ID: You can use this ID to log in and manage your taxes. This is useful for individuals who have previously registered for online services with the UK government.

Proving Your Identity

  • Without a Government Gateway ID: You'll need to verify your identity. Start by visiting the HMRC Personal Tax Account sign-in page: HMRC Personal Tax Account.

Choosing Your Identity Verification Method

  1. Government Gateway ID Account: Ideal for handling personal or business tax matters, PAYE, or Corporation Tax. Requirements include:
    • National Insurance number
    • UK address
    • Recent payslip, P60, or a valid UK passport
  2. Gov.UK Verify Account: Recommended for users over 20, especially for dealing with Universal Credit, Self-Assessment, and basic DBS checks. You'll need:
    • UK address
    • A valid photo ID (from any country)
    • Mobile phone number

Account Creation Process

  • Follow the website's guided steps, which should take no more than fifteen minutes. You'll need to provide an email address, create a password, and set up a recovery phrase. After completion, you'll receive a 12-digit User ID.

Receiving Your Access Code

  • Choose how to receive your six-digit access code:
    • Download the HMRC app on a tablet or smartphone.
    • Get a text message on your mobile phone.
    • Receive an automated call to your landline.

Final Steps

  • Make a note of your User ID, password, and access code for future reference.
  • Contact HMRC’s helpline at 0300 200 3600 if you encounter any issues.
  • Upon account setup completion, you'll confirm your identity with additional personal details and select your preferred communication method with HMRC (email or post).

Managing Your Account

Once set up, your Personal Tax Account allows you to check your tax details, National Insurance information, tax credits, and more. It simplifies managing your tax affairs by providing a centralized platform for all your needs.

For those needing to locate their Government Gateway ID, this process doesn't directly involve that but remember, if you previously registered for government services and had a Government Gateway ID, it can still be used for your HMRC Personal Tax Account setup. Check out out guide on how to find my government gateway ID

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