Setting up your HMRC Personal Tax Account

Instructions on how to set up your Personal Tax Account follow below.  You will need the following details:

• Your National Insurance number or UK address
• A recent payslip, P60 or a valid UK passport

PTA Set Up SH

• Click on https://www.gov.uk/personal-tax-account and “Start now”
• Select “Create an account” and Continue
• Select either “Create a Government Gateway account” (preferred) or “Create a GOV.UK Verify account” (these guidance notes continue per Government Gateway)
• Click on “Create sign in details”
• Enter your email address, Tick box to confirm it is correct and continue
• Check incoming email, copy across the code (excluding CF-) and confirm
• The next screen should say “Email address confirmed”, continue
• Enter your full name and continue
• Enter password (noting conditions), re-enter to confirm and continue
• Set up recovery for your user ID: continue
• Enter recovery word and continue (remembering to save this word)
• Make a note also of your user ID (12 digit number) and password, continue
• Choose your account: “Individual” and continue
• We’re changing the way you sign in: continue
• Select HMRC app, or text message, or voice call (text recommended) and continue
• Enter your mobile phone number + UK “Yes”, and continue
• Enter 6 digit number texted to your iPhone and continue
• “You have successfully set up extra security”, continue
• Set security backup: (suggested) “I can’t do this right now” and continue
• (Backup not set) continue
• We just need to confirm who you are: continue
• Confirm your identity: Name(s), NI number and DOB, continue until set up process has been completed.